What are the responsibilities and job description for the PartTime High Ticket Sales Closer position at Law Office of Polly Tatum?
Nights & Weekends)-Hybrid Are you looking to make a meaningful impact while working flexible hours? The Law Office of Polly Tatum is seeking a dedicated and personable Part-Time Inside Sales Representative to join our team. This role is perfect for a professional who is passionate about connecting with people, thrives in a client-centered environment, and wants to be part of a team that protects what matters most—our clients' families, aging parents, and even their beloved pets. As a member of our team, you will play a key role in guiding potential clients through the initial steps of our estate planning, probate, and elder law services. Working during evenings and weekends, you’ll connect with prospective clients over the phone or via email, educating them on our services and scheduling consultations with our legal experts. What We Offer :
- Competitive hourly pay plus bonuses for booked consultations.
- Flexible evening and weekend schedule.
- Opportunity to work with a mission-driven team making a difference in our community.
- Training to ensure you are confident and knowledgeable in our services and processes. About Us : At the Law Office of Polly Tatum, we specialize in estate planning, probate, and elder law. Our mission is to provide families peace of mind by protecting their loved ones and ensuring their wishes are honored. We believe in treating every client with care and respect, just as we would our own family. How to Apply : If you’re ready to join a team that values connection, compassion, and excellence, send your resume and a brief cover letter explaining why you’d be a great fit for this role. We can’t wait to meet you and see how you’ll help us protect what matters most! Responsibilities : Key Responsibilities :
- Engage with potential clients through warm leads generated by our marketing team.
- Understand our brand and convey the value of our services in a compassionate and professional manner.
- Schedule consultations with our legal team, ensuring clients feel supported and valued.
- Maintain accurate records of client interactions in our CRM system.
- Collaborate with our team to provide feedback and insights on client trends and concerns.
- Contact clients at 10, 30, and 270 days after their case closed to keep the relationship fresh.
- Track and maintain metrics for the Owner re : conversions of leads to PNC and PNC to Client, referral sources, cost of acquisition, and other key performance indicators.
- Document the sales process with policies and procedures etc. from the time the PNC contacts the firm to request assistance up to the time you have completed the second customer service call.
- CRM Experience - Lawmatics, Salesforce, Keap, Mycase, or CLIO. Qualifications :
- Proven experience in sales.
- Strong sales skills, including prospecting, negotiating, and closing deals.
- Strong interpersonal and communication skills with the ability to build trust over the phone.
- Sales or client service experience preferred, ideally in a professional or legal setting.
- Highly organized with excellent time management skills.
- Self-motivated and able to work independently during non-traditional hours.
- Passionate about helping people protect their loved ones and their legacies.
- Demonstrated commitment to delivering exceptional client service and exceeding client expectations.
- Exceptional organizational and time management abilities, with the capacity to handle multiple priorities and meet deadlines.
- Proficiency in using CRM software and other sales tools to manage leads, track activities, and generate reports.
- Self-motivated and driven to achieve targets, with a strong sense of initiative and a results-oriented mindset.
- Ability to work collaboratively within a team environment, fostering cooperation and sharing knowledge.
- A high level of professionalism, integrity, and ethical conduct. Compensation : $35 - $40 hourly
- Key Responsibilities :
- Engage with potential clients through warm leads generated by our marketing team.
- Understand our brand and convey the value of our services in a compassionate and professional manner.
- Schedule consultations with our legal team, ensuring clients feel supported and valued.
- Maintain accurate records of client interactions in our CRM system.
- Collaborate with our team to provide feedback and insights on client trends and concerns.
- Contact clients at 10, 30, and 270 days after their case closed to keep the relationship fresh.
- Track and maintain metrics for the Owner re : conversions of leads to PNC and PNC to Client, referral sources, cost of acquisition, and other key performance indicators.
- Document the sales process with policies and procedures etc. from the time the PNC contacts the firm to request assistance up to the time you have completed the second customer service call.
- CRM Experience - Lawmatics, Salesforce, Keap, Mycase, or CLIO.
Salary : $35 - $40