Inside Sales – Law Firm - Client Care Coordinator- Full-Time or Part-Time

We are a small but fast-growing Estate Planning law firm in Palm City, FL, looking for a Salesperson (also called Client Care Coordinator) to ensure that the firm is always putting its best foot forward for potential new clients.

The position will entail both sales and customer service responsibilities.

We need a bright, creative, empathetic, and compassionate person who can convey the value of our services to potential clients and enhance the client experience. You will work closely with other members of the team to develop and maintain relationships with clients and referral sources. You will help us realize our vision of helping more people!

If you are not an all-star, and if you cannot discuss big price points and complex problems with maturity and sensitivity, please do not apply. Our firm helps people preserve and protect their legacy.

Why Our Firm?

• You seek to be a professional leader in a healthy, professional work environment that produces amazing outcomes for clients and offers work/life balance for the team (No evening or weekend client calls).

• You value being supported by a team of experienced and skilled legal professionals.

• You want a competitive salary.

• You are excited about the opportunities that come with working within a fast-growing law firm.

• You value a 401(k) plan with a match.

• You desire a competitive salary commensurate with your knowledge and effort…along with bonus opportunities, medical, dental, vision, and paid time off

Are you a self-motivated salesperson?

• Would you like to work with high-net-worth clients that present interesting (and sometimes challenging) fact patterns?

• Do you get excited about opportunities to grow personally and professionally?

• Do you enjoy working in a small firm environment that offers more flexibility in work/life balance?

• Ensure successful execution of the pre-engagement glidepath, onboarding new clients, and the post-engagement glidepath.
• Conduct initial sales conversations and initiate new client engagements.
• Liaise directly with clients in order to answer inquiries, provide updates, and resolve any issues.
• Build strong relationships with clients and develop strategies to grow the firm’s client base.
• Prepare and present reports to the firm’s management on client engagement metrics.
• Collaborate with other team members to ensure that client projects are completed in a timely manner and of the highest quality. ·
• Help clients describe their situation and understand the cost to them if they don't solve the problem/value they will see by solving it.
• Discuss the workflow in general and how cases move through the system.

• At least 3 years of experience in a client engagement, or inside sales role in a professional services environment.

• Exceptional communication skills, both verbal and written and the ability to communicate complex ideas to a wide variety of audiences.

• Proven ability to analyze data quickly and accurately, and to assess risk and develop solutions.

This position offers a rewarding career path for individuals who are dedicated to providing exceptional client service in a legal environment. We provide competitive compensation along with opportunities for professional growth and development. If you are a detail-oriented individual who thrives in a team-oriented setting, we encourage you to apply for the Client Care Coordinator position with us.

We are a fast-growing and innovative firm that operates an established and highly regarded estate planning/probate law practice. We are passionate about helping clients preserve legacies and protect the futures of their loved ones. We have been in business since 2010 and have helped thousands of clients in that time. We seek team members who embrace empathy, value long-term client relationships, and possess an attention to detail.