Business Development Representative
2 weeks ago
Location: Marietta, Georgia (Hybrid)
Employment Type: Full-time
Compensation: $40,000 - $45,000 base salary + uncapped commission structure
About the Organization:
This growing legal services provider is dedicated to helping individuals and families plan for the future through compassionate and comprehensive estate planning services. With a strong focus on client care, community outreach, and building lasting relationships, the firm offers a mission-driven environment where sales and service go hand-in-hand.
Why Join Us?
- Competitive Compensation with uncapped commission + $40,000-$45,000 base salary
- Bonus opportunities based on performance and community impact.
- Mileage reimbursement and travel support for field work.
- Professional development and training.
- A mission-driven team culture with a focus on client service, integrity, and growth.
- Conduct consultative client consultations both in-person and virtually, guiding prospective clients through estate planning service options.
- Generate a minimum of $18,000 in monthly sales through client enrollments and service packages.
- Collect client payments and ensure timely execution of attorney-client agreements.
- Act as a community liaison, building and nurturing relationships with referral sources, community leaders, and potential clients.
- Coordinate and attend speaking engagements at local events, professional groups, and educational forums to promote estate planning awareness.
- Maintain detailed records of client interactions, follow-ups, and signed agreements within the firm's CRM system.
- Collaborate closely with attorneys and support staff to ensure a seamless client onboarding process.
- 2+ years of sales experience, preferably in legal services, insurance, financial planning, or other trust-based industries.
- Excellent communication and interpersonal skills with the ability to explain complex topics in an approachable way.
- A proactive, self-starter mindset with a passion for helping people plan and protect their futures.
- Strong organizational skills and follow-through.
- Comfort with both in-person field work and virtual consultation technology.
- A natural inclination toward community engagement and relationship building.
Why This Opportunity?
This role is ideal for a sales professional passionate about building authentic connections and helping families secure their futures. In this field-based role, you will be the face of a growing estate planning team-building authentic relationships, engaging with local communities, and guiding families through some of their most important decisions. If you're excited about combining sales with a sense of purpose, thrive in a community-focused role, and want to be part of a mission-driven team, apply today
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