At Safe Harbor Estate Law, we’re seeking a dynamic Sales Manager to lead and elevate our sales team within the legal industry, focusing on estate planning and elder law. In this role, you’ll drive our firm’s growth by building strategic relationships and delivering exceptional client experiences. You’ll be at the forefront of developing referral partnerships and converting prospective clients into retained ones, ensuring our sales processes are consistently executed and our team performs at its best. Your leadership will be crucial in maintaining and enhancing client relations, as you coach and develop team members to achieve their full potential.

Your responsibilities will include nurturing relationships with referral sources through proactive outreach and engagement, all while embodying our firm’s values and culture. You’ll excel in converting potential clients through strategic sales conversations and follow-up strategies, including Care Calls to strengthen long-term relationships. Collaborating closely with firm leadership, you’ll implement growth strategies, refine sales processes, and utilize data-driven insights to boost conversion rates and client satisfaction. In return, you’ll enjoy a comprehensive benefits package, a supportive workplace culture, and the opportunity to earn a competitive salary with monthly incentives, including a $1,000 sign-on bonus. If you’re ready to make a significant impact and grow with us, we’d love to hear from you.

Sales Responsibilities

• Conduct sales consultations with prospective new clients (PNCs), effectively communicating the value of the firm’s legal services and guiding prospects toward becoming retained clients.
• Conduct timely and strategic follow-up with prospective clients who do not retain the firm during the initial consultation.
• Maintain accurate and complete client, prospect, and referral data within the CRM.
• Build strong relationships with VIP contacts, developing an understanding of their preferences and needs to support personalized outreach, engagement, and gifting.

Leadership & Team Oversight

• Lead the Client Relations/Sales team, providing clear direction, support, and accountability to achieve or exceed established KPIs and sales goals.
• Coach, mentor, and train team members on sales techniques, client communication, relationship-building, follow-up strategies, and CRM best practices.
• Conduct regular 1:1 meetings, call reviews, and performance coaching to strengthen individual and team effectiveness.
• Partner with firm leadership to develop, refine, and implement sales strategies and training programs.
• Support the onboarding and development of new team members, ensuring consistency in messaging, processes, and the overall client experience.

Accountability & Performance Management

• Track, analyze, and report key sales metrics, including conversion rates, show rates, referral performance, sales activity, and other established KPIs.
• Hold self and team members accountable for achieving sales goals, activity expectations, and quality standards.
• Monitor CRM usage and ensure consistent, accurate, and timely documentation across the team.
• Identify trends, opportunities, and areas for improvement using sales and client data.
• Ensure sales practices align with the firm’s values, established processes, compliance requirements, and client experience standards.

Client Experience & Retention

• Lead and continuously improve the firm’s Care Call strategy to strengthen relationships with former clients and encourage long-term engagement with the firm.
• Handle high-value, sensitive, or complex prospective and existing client relationships as needed.
• Promote a consistent, high-quality client experience throughout the sales process and ongoing relationship with the firm.
• Identify opportunities to improve client retention, re-engagement, and future service opportunities.

Business Development & Referral Relationships

• Build and nurture relationships with professional contacts and referral partners to expand the firm’s referral network and generate high-quality referrals.
• Maintain consistent outreach and follow-up with referral sources to strengthen long-term partnerships.
• Represent the firm at networking, referral, and marketing events and potentially serve as a speaker or presenter.
• Develop and implement the firm’s Care Navigation Program in partnership with leadership.

• Experience in leading and motivating sales teams to achieve and exceed targets.
• Ability to cultivate and maintain strong relationships with key referral sources.
• Proven track record of developing and implementing strategic sales plans.
• Strong skills in conducting team meetings to share insights and celebrate achievements.
• Experience in providing coaching and development opportunities to enhance team performance.
• Ability to analyze sales data to identify trends and opportunities for improvement.
• Experience in collaborating with leadership to refine sales processes and strategies.

Safe Harbor Estate Law is a firm focused on Estate Planning and Elder Law.

We offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance. Benefits include medical, dental, and vision insurance with 90% employer-paid coverage for employees and their families, 100% employer-paid life and disability insurance, a 401(k) with company contributions, paid time off and holidays, wellness and home office reimbursements, tuition assistance, flexible scheduling, and work-from-home flexibility. Employees also enjoy team-building events, monthly catered lunches, and a collaborative, supportive workplace culture.