Demo

Sales Specialist (Law Firm)

Cookman Law
Palo Alto, CA Full Time
POSTED ON 1/19/2025
AVAILABLE BEFORE 4/11/2025

Job Description

Job Description

We are supporting a dynamic and growing California-based law firm specializing in estate planning for families with diverse needs, including special needs and mental health challenges. Our mission is to provide exceptional legal services while ensuring client satisfaction. We are looking for a motivated and organized Sales and Intake Specialist to join our team and help convert potential clients into very happy clients.

About You :

This boutique, family-oriented law firm is looking for someone with substantial sales and conversion experience. You enjoy talking with others and trying to understand them, figuring out what makes them tick. You are happy and friendly in your demeanor, and skilled in developing rapport with others. You are an organized go-getter and are driven to succeed. You feel comfortable overcoming potential clients objections, making follow-up calls, and asking for payments. Finally, you are a team player and enjoy learning and growing in your craft.

Key Responsibilities :

  • Sales Calls : Hold telephone calls with pre-qualified potential clients, understand and confirm their needs, overcome objections, and close the sale.
  • Sales Follow-Up : Follow up pre-qualified leads and inquiries via phone, email, and text to maximize conversion rates and maintain a high closing percentage.
  • Tracking & Reporting : Track all leads, conversions, and intake metrics. Provide regular reports to management on key performance indicators (KPIs) related to sales and intake.
  • Client Relationship Management : Build rapport with potential clients, providing excellent customer service to ensure a positive experience throughout the sales and intake process.
  • Appointment Scheduling : Schedule consultations with attorneys, coordinating between the client and attorney availability.
  • CRM Management : Enter and maintain detailed notes and client information in our client relationship management (CRM) system.

Skills & Qualifications :

  • Previous experience in sales and customer service, preferably within a law firm or professional services environment.
  • Strong communication skills, both written and verbal.
  • Proficiency in using CRM systems and Microsoft Office Suite.
  • Ability to handle high volumes of calls and inquiries in a fast-paced environment.
  • Strong organizational skills and attention to detail.
  • Sales-driven and able to meet or exceed goals related to lead conversion and new client acquisition.
  • Knowledge of the legal industry is a plus but not required.
  • Familiarity with the special needs community and / or having a family member with special needs is a plus but not required.
  • Pay : From $60,000.00 per year

    Salary : $60,000

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