Law Firm Sales Representative

7 days ago


Cary, North Carolina, United States Carolina Family Estate Planning Full time
Job Summary

We are seeking a highly skilled and motivated Inside Sales Representative to join our team at Carolina Family Estate Planning. As a key member of our sales team, you will be responsible for prospecting and persuading qualified leads to purchase our estate planning services.

Key Responsibilities
  • Conduct initial client consultations to sell estate planning services
  • Present group seminars to individuals interested in estate planning and asset protection services
  • Oversee the transition of new cases to the legal team to ensure client satisfaction
  • Follow up with potential new clients who have not yet retained our services
  • Check in with past clients to nurture long-term relationships
  • Maintain a tracking system to monitor leads, new clients, and referral sources
Requirements
  • Strong understanding of sales principles and techniques
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet sales targets
  • Strong organizational and time management skills
  • Ability to build and maintain relationships with clients and colleagues
  • Proficiency in cloud-based software
  • High level of integrity and professionalism
What We Offer
  • Competitive base salary and performance-based compensation
  • Comprehensive benefits package, including health insurance, retirement plan contributions, and paid time off
  • Opportunity to work with a dynamic and growing law firm
  • Professional development and training opportunities


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