Client Services Representative

4 days ago


Fort Lauderdale, Florida, United States Cabanas Law Firm Full time

About the Role:

Cabanas Law Firm is seeking a highly motivated and results-driven Client Services Representative to join our team. As a Client Services Representative, you will play a critical role in assisting qualified leads further down the sales funnel, ensuring a seamless experience for our clients, and driving business growth.

Key Responsibilities:

  • Evaluate prospective client inquiries and phone calls, analyzing their case fit and ensuring they feel seen and heard.
  • Set appointments for potential clients that meet our criteria to keep our lawyers' schedules organized and grow our caseload.
  • Contact clients via phone and assist them with hiring the firm for legal services after their meeting with the attorney.
  • Assist clients by resolving their objections, such as budget, timing, shopping around, etc., and helping to get their yes to the help they really want.
  • Follow up with your sales leads consistently and compassionately to move them through the decision-making process.
  • Nurture relationships with clients.
  • Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases.
  • Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files.
  • Maintain the client database to ensure the sales team can access current information on all leads.
  • Report on key performance and sales metrics on a monthly and quarterly basis to ensure sales goals are achieved.

Requirements:

  • Fluent in English and Spanish.
  • 2+ years of experience in phone sales/sales calls or a similar role.
  • Superb communication skills, both written and verbal, as well as a sense of empathy.
  • Excellent interpersonal skills, including negotiating, presenting, and persuading in a natural and responsive manner.
  • Deadline-oriented and excellent time management skills.
  • Manage daily activities precisely, focusing on priorities and achieving key performance indicators consistently.
  • Internal confidence stemming from overcoming a major life challenge, so that you can have a conversation with a potential client that is hesitating out of fear.
  • Working knowledge of the sales process and CRM software.

Compensation: $45,000+ yearly DOE.



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