Inside Sales Representative

Trust Counsel PL • Coral Gables, FL

3d • Onsite

About The Position

At Trust Counsel, PL., we are seeking an Inside Sales Representative (Client Engagement Specialist) to drive our firm's positive impression among prospective clients. Based in Coral Gables, FL, we are a rapidly growing Estate Planning law firm dedicated to offering top-tier estate planning, probate, and advanced planning services. We are looking for a dynamic individual with a blend of intelligence, creativity, empathy, and compassion to effectively communicate the value of our services to potential clients and elevate our overall client journey. Collaborating closely with our team, you will be instrumental in nurturing client relationships and building partnerships with referral sources. Join us in our mission of extending our reach to assist more individuals!

Requirements

• Minimum of 2 years of sales experience in consultative selling, preferably with high-end or luxury services.
• Proven track record of client acquisition and relationship building.
• Excellent communication and interpersonal skills, with the ability to explain complex concepts in simple terms.
• Highly organized and detail-oriented with the ability to manage multiple clients simultaneously.
• Experience with CRM systems, reporting, and managing client information.

Nice To Haves

• Background in financial services, estate planning, or related legal fields.
• Bilingual (English/Spanish).

Responsibilities

• Initial Meetings: Conduct in-depth meetings with prospective new clients (PNCs), collecting relevant information, explaining the estate planning process, and demonstrating compassion for their needs under the ethical rules governing lawyers without providing legal advice.
• Client Engagement: Engage with PNCs to explain the firm's services and provide reassurance about the firm's ability to assist them, maintaining a professional and supportive demeanor.
• Onboarding: Oversee the client onboarding process, including preparing engagement agreements, interacting with our Estate Planning Attorney for acceptance of contracts, accepting payments, and ensuring seamless transitions from sales to legal services. Ensure attorneys review and update preconditioning and onboarding materials.
• Client Follow-Up: Follow up with clients after they are hired to ensure a smooth onboarding process and address any concerns.
• Metrics & Reporting: Track key metrics, including the number of PNCs, meetings held, engagements secured, referral sources, and average case value. Provide regular feedback to management on lead quality and volume.
• Post-Initial Meeting Engagement: Maintain strong communication with PNCs who did not engage after their initial meetings or missed them to keep the door open for future engagement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed