Senior Sales Associate

2 weeks ago


Coral Gables, United States Veliz & Associates, PA. Full time
Job DescriptionJob Description

New Client Specialist (Senior Sales Associate)

 

Are you a confident, empathetic individual who thrives on helping people and making a meaningful impact? Do you instinctively understand and empathize with others' needs and goals? Do you have a passion for customer service and a proven track record in sales? If so, we want to hear from you

 

Our premier estate planning law firm is looking for a concierge New Client Specialist (Salesperson) to provide an outstanding experience to our potential clients and guide them into a long-term relationship with our firm.


We start at a base salary of $50k with $2500 available performance-based bonuses every month.

Compensation:

$50,000+ plus bonuses DOE

Responsibilities:

Core Responsibilities:

  • Deliver a concierge-level experience to all potential clients, making them feel valued and supported.
  • Manage all client interactions with poise, professionalism, and empathy.
  • Utilize emotional intelligence to understand and assess potential clients’ needs, goals, and concerns.
  • Qualify potential new clients to determine if they are a good fit for the firm.
  • Guide qualified clients smoothly into representation with the firm, fostering trust and confidence.
Qualifications:

Skills Needed:

  • A minimum of two years of experience in a reception or customer service role preferred.
  • At least two years of experience in a sales position, with a focus on relationship-building.
  • Results-orientation with a proven ability to meet performance targets.
  • Strong critical thinking and problem-solving skills.
  • High emotional intelligence.
  • Dependable, reliable, and able to manage tasks efficiently.
  • Technical Proficiency: familiarity with Microsoft Office: Outlook, Word, Excel platforms, a plus.
  • Experience in a law firm setting, especially in estate planning, is a strong plus.
About Company

Why Join Us?


For over 35 years, Veliz & Associates, P.A. has been dedicated to protecting families' legacies and assets, while helping businesses successfully plan for the future. Our commitment to exceptional client care and our concierge-level approach has earned us a reputation for excellence and client satisfaction.

At Veliz & Associates, we believe in investing in our team and empowering them to thrive both professionally and personally.

When you join our team, you become part of a respected, growing firm known for its integrity and professionalism. We offer a dynamic and collaborative culture, where your contributions are valued. In addition to ongoing training and mentorship, we provide opportunities for career advancement and personal growth.



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