Grace Estate Law, a boutique estate planning practice located in Hall Park (Frisco, Texas), is seeking an experienced, compassionate, and results-driven Legal Sales Specialist to join our thriving, woman-owned law firm. We’ve built a reputation for providing legal services with "Grace," empathy, integrity, and modern technology. Now, we are looking for a confident Legal Sales Specialist to serve as the primary bridge between our prospective clients seeking legal guidance and our expert legal team.

Position Overview

The successful candidate has excellent communication skills, sales experience, and is self-motivated. In this sales role, you will serve as the primary bridge between prospective new clients (PNCs) seeking legal guidance and our legal team.

Our firm seeks someone who is professional and knows how to deliver a high-touch experience. The Sales Specialist guides prospects through initial consultations, communicates the firm’s value, and seamlessly onboards new clients. This role requires a high level of organization and structure.

(Note: In accordance with Bar rules and ABA standards, this position does not involve giving legal advice, quoting unauthorized fees, or entering into legal agreements without attorney approval.)

• Consultative Sales: Conduct in-depth consultations with prospective clients within 2 hours of the client's first contact with the firm to understand their legal needs, demonstrate empathy for their situation, and explain how the firm's services can assist them.
• Lead Nurturing: Monitor and manage the client pipeline using the law firm’s CRM tools. Follow up promptly with unscheduled leads, scheduled leads, and undecided prospects to maintain ongoing communication and for a seamless onboarding experience. Coordinate with the Office Manager and legal team to prepare engagement agreements, collect onboarding details, and send communications.

• Client Nurturing & Outreach: Conduct scheduled follow-ups with clients at key post-hire intervals to deliver an exceptional experience, alongside weekly outreach to former clients to check-in on any updated and new needs.
• Storyboarding Our Wins: Share regular progress updates with the team and management to celebrate wins and identify new opportunities to grow through meticulous recording of lead volume, initial consult attendance, conversion rates, and referral source performance.

• Education: Bachelor’s Degree required. We are looking for a candidate who will confidently engage in high-level strategic discussions with clients, matching their depth of knowledge and rigor in strategy. Clients are executives and professionals themselves and include doctors, accountants, engineers, business owners, retired C-suite executives, and other lawyers.

• Professional Presence & Voice: Exceptional communication skills with a clear, engaging, and professional manner.

• Customer Service & Empathy: Proven background in high-touch sales or customer service relations. Ability to build trust and navigate sensitive family situations with tact and poise.

• Organizational Excellence: Meticulous attention to detail, strong time-management skills, and systematic follow-through.

• Experience: 5-8 years of experience in inside sales or high-touch client intake. Experience with legal practice management/CRM software is preferred, but not required. Lead tracking and pipeline management experience required.

• Legal Knowledge (Bonus): Knowledge of estate planning, probate, guardianship, or general legal industry operations is a strong asset.

Benefits & Work Schedule

Work Schedule: Hybrid work week — Monday through Thursday in-office and Fridays work from home. Additional work-from-home days, negotiable after successful completion of a 90-day training period.

Benefits Package (Eligible after 90 days of employment):

• Health Insurance

• Dental Insurance

• Vision Insurance

• 401(k) Retirement Contribution Plan

• Paid Time Off (PTO)

• Paid Holidays

Compensation Structure:

• Base Salary: $62,000+ annually (paid semi-monthly)

• Bonus Potential: Performance-based incentive plan tied to sales targets that would increase your salary by up to $23,000 per year, based on individual and company performance.

Join our thriving team and become an essential part of our expanding law firm. Our mission is to empower clients to create meaningful legacies with confidence and grace. We are a woman-owned estate law firm that has been in practice in Collin County for well over a decade. We have a strong reputation for providing effective and competent legal solutions to individuals, families, and business owners.