Inside Sales Representative

Job Description

Job Description

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!

Compensation :

$45,000 - $75,000 yearly

Responsibilities :

Key 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.

Qualifications :

Required Qualifications :

Preferred Qualifications :

About Company

Our name says it all. We are a boutique firm of dedicated attorneys that HELP CLIENTS PROTECT THEIR RICH LIVES AND LEAVE A RICH LEGACY. We practice only the areas of family wealth succession : Estate Planning, Asset Protection, and Estate Administration. We know what we are doing, we love what we are doing, and we believe in what we are doing.

Our Vision :

We are not just legal advisors; we are architects of generational prosperity. By empowering families with comprehensive planning & asset protection strategies, we aim to break down barriers to successful wealth preservation and transfer. We believe that protecting clients’ hard-earned assets will pave the way for their families' legacies of significance and impact.

We aspire to transform how people think about legacy, creating a ripple effect that positively impacts future generations.