This position will;

• Conduct initial client consultations to sell legal services
• Onboard new Clients to our systems and their legal team
• Oversee the smooth transition of new cases to the legal team
• Follow up with potential new clients who have not yet retained us
• Maintain a tracking system to monitor leads, new clients, and referral sources
• Call past clients to check in on their progress and offer new services
• Appear at networking events in San Bernardino, Riverside, Orange, and Los Angeles Counties to represent the firm

This position includes base compensation of approximately $60,000 plus generous incentive payments based on results, which can conceivably get you to 6 figures, over time.

This is a full-time position. Our office is located in Ontario, CA, but your position will be remote except for your attendance at networking events.

Our ideal candidate will:

• Understand how to build a relationship with a person
• Show the ability to interact with different types of personalities
• Show empathy to potential clients and put them at ease
• Know how to close a sale by creating urgency and promoting value
• Demonstrate exceptional communication skills in person, over the phone, and in writing
• Think on their feet
• Not get discouraged when things don’t go as planned
• Be willing and able to quickly learn about new topics (other legal products)
• Treat a call or meeting late in the week with the same care and compassion as one on Monday morning 
• Follow instructions and understand the importance of policies and procedures
• Be a team player who consistently acts with respect and integrity 
• Be tech savvy (we use Windows computers and specialized software)
• MUST live within 60 miles of the firm's office located in Ontario, California.

Real-life experience and a few “battle scars” providing empathy and understanding are assets. Experience overcoming a major obstacle in life and making an important change in your life so you know at your core that others can do it too, is a plus.

The salesperson doesn’t give legal advice, so legal experience is not required. Prior sales and customer service experience is required because we can teach you about the planning process, but we can’t teach you how to care about people facing a difficult time in their lives.

We are looking for a team player with the empathy, creativity, and organization to help us expand our business. The person we hire must bring a high level of energy, positivity, and bring can-do attitude to work every day.

We are looking for individuals with fire and ambition. We believe sales is a service we do for our prospects to help educate them and to help them think through their options and make courageous decisions about their future.

We believe in consultative selling where we help our prospective new clients make sense of their situation, weigh their options, and make important and often life-changing decisions. We are into using the sale as the beginning of a long-term relationship with our prospective new clients.

We are here to guide clients through a challenging time, achieve the best possible results, and help them and their families build a better tomorrow. It is incredibly important to us that clients and their families gain peace of mind about the future.

If you apply and meet the general requirements for the position, we will call you for a brief 15-minute call; you will then complete a written interview (to ensure that you can read, write, and think critically); and then you will have an interview with the firm owner.