About the Job

We are seeking an experienced Sales Associate to conduct initial consultations with prospective clients, helping them understand the legal services available and determining how the firm can best meet their needs.

The ideal candidate is compassionate, personable, and an excellent active listener who understands the stress and uncertainty clients may experience when navigating divorce, custody, probate, and estate planning matters. This individual should be skilled at building relationships, identifying client needs, and guiding prospective clients through the decision-making process.

Once a client chooses to move forward, the Sales Associate will oversee the onboarding experience, ensuring all necessary agreements, procedures, and communications are handled efficiently. This includes coordinating with internal team members, establishing clear expectations, and following up with clients throughout their initial engagement.

The Sales Associate will also maintain relationships with prospective clients who have not yet made a decision, ensuring they feel supported and informed when they are ready to proceed.

Additionally, this position plays an important role in business development by tracking consultation activity, maintaining accurate client records, and providing feedback to leadership and marketing teams to improve client acquisition and overall business strategies.

Please note: This is a non-attorney position. All client-facing responsibilities are performed under attorney supervision. The Sales Associate provides general information about available services and does not offer legal advice.

About the Organization

Our client is a growing, established professional services firm dedicated to providing exceptional client experiences. The organization offers a collaborative, team-oriented environment where employees are encouraged to grow professionally, contribute ideas, and take ownership of their success.

Why Join the Team?

• Competitive compensation with performance-based bonus opportunities.
• Supportive workplace culture built on teamwork, accountability, and professional development.
• Opportunity to collaborate with experienced sales, marketing, and client service professionals.
• Industry-specific training and ongoing professional development.
• Retirement benefits, including an IRA with employer matching.
• Comprehensive medical, dental, and vision insurance.
• Opportunity to make a meaningful impact on the client experience and overall business growth.

Key Responsibilities

Client Consultations & Sales

• Conduct initial meetings with prospective clients to understand their needs, concerns, and goals.
• Educate prospective clients about the organization's services and available solutions.
• Build trust and rapport through active listening, empathy, and professional communication.
• Guide prospective clients through the consultation and engagement process.
• Utilize consultative selling techniques to convert qualified prospects into clients.

Client Onboarding & Relationship Management

• Manage the onboarding process for new clients, ensuring a seamless transition from consultation to engagement.
• Coordinate agreements, client documentation, and internal communications.
• Clearly communicate procedures, expectations, and next steps to new clients.
• Conduct follow-up communications to ensure client satisfaction and address additional needs.
• Maintain relationships with prospective clients who have not yet committed to services.

Sales Tracking & Business Development

• Maintain detailed and accurate records of prospective client interactions and onboarding activities.
• Utilize CRM systems to track leads, consultations, follow-ups, and conversion rates.
• Analyze consultation outcomes and provide meaningful feedback to leadership and marketing teams.
• Identify opportunities to improve sales processes, client engagement, and marketing effectiveness.
• Collaborate with internal departments to support business growth and improve the overall client experience.

Qualifications

Education & Experience

• Demonstrated success in sales, preferably within professional services or another consultative sales environment.
• Proven ability to build relationships, identify client needs, and close business opportunities.
• Strong understanding of consultative and solution-based selling techniques.
• Experience using CRM software, including reporting and pipeline management.
• Previous experience in the legal industry is a plus but not required.



Skills & Characteristics

• Exceptional communication, interpersonal, and active listening skills.
• Compassionate, empathetic, and client-focused approach.
• Strong organizational skills with excellent attention to detail.
• Ability to manage multiple prospective clients and follow-up activities simultaneously.
• Self-motivated, accountable, and results-driven.
• Comfortable discussing sensitive or emotionally challenging situations with professionalism and discretion.
• Collaborative team player with a commitment to delivering outstanding service.