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Client Relations Executive

2 months ago


Spokane, United States Evergreen Elder Law, LLC Full time

Full-Time Sales Professional

We are looking for a top-notch full-time Law Firm Sales Rep to join our team and work directly with the owners and attorneys to support the team and onboard new clients. We are an enterprising elder law firm that is growing rapidly.

We need a bright, creative, empathetic, and compassionate person who can convey the value of our services to potential clients and enhance the client experience. You will work closely with other members of the team to develop and maintain relationships with clients and referral sources. You must have the right combination of sales, customer service skills, and the ability to identify the client's needs.

Real-life experiences and understanding are assets. The Client Engagement Coordinator doesn’t give legal advice, so legal experience is not required. Prior sales and customer service experience are required.

We are looking for a team player with drive, creativity, and organization to help us expand our business. The person we hire must bring a high level of energy, positivity, and a can-do attitude to work every day. Capable of utilizing simple programs to track, manage, and convert more prospects into clients.

Excellent work/home life balance. Competitive Wage and Benefits Package.

$70,000+ Salary/Performance-Based and Full Benefits Package

**FOUR DAY WORK WEEKS**

Compensation:

$70,000+ Salary/ Performance-Based Bonus

Responsibilities:

The position will entail sales, customer service responsibilities, and administrative duties. The successful candidate will be able to discuss big price points and complex problems with maturity and sensitivity, plus be very comfortable with following up with prospects who have contacted the firm.  Excellent organizational skills are a must.


  • Screen and complete intake of potential new clients via multiple inquiry channels in a timely manner
  • Conduct all initial in-person, video, or telephonic consults with prospective clients in all three locations
  • Show evidence of successful sales conversion rates (we need someone who can convert 60% of new prospective clients to sold status)
  • Complete all follow-up calls and follow-through meetings with prospective clients who did not hire the Firm
  • Assist Marketing Coordinator with lead activities and marketing initiatives
  • Prospect for referral partners and new clients
  • Report weekly conversion rates to the supervisor
  • Track KPIs
Qualifications:
  • Build relationships with clients and referral sources
  • Show empathy to potential clients and put them at ease during a difficult time
  • Know how to close a sale by creating urgency and promoting the value
  • Demonstrate exceptional communication skills, both over the phone and in writing
  • Think on their toes and not be discouraged when things don’t go as planned
  • Be willing and able to quickly learn about new topics (like estate planning) or long-term care planning
  • Treat a call or meeting at 4:00 on a Friday with the same care and compassion as one on a Monday morning
  • Follow instructions and understand the importance of policies and procedures
  • Be a team player that consistently acts with respect and integrity
  • Be tech-savvy (we use specialized cloud-based software)
  • Assist in online webinars as needed
  • Excellent Time management
About Company

For over 20 years, Evergreen Elder Law, LLC has been a trusted name in estate planning, dedicated to providing clients with the peace of mind they deserve regarding their plans for the future. Our firm is founded on the vision of building life-long professional-client relationships, ensuring that each client's unique needs and goals are met with the highest level of expertise and care.

We understand that planning for the future can be complex and emotionally challenging. Our experienced team is committed to guiding you through every step of the process, offering personalized solutions that protect your assets, secure your legacy, and provide for your loved ones. We pride ourselves on a client-centric approach, where your peace of mind is our top priority.

**FOUR DAY WORK WEEKS FOR FULL TIME**