What are the responsibilities and job description for the Estate Planning Business Developer position at Shoup Legal. A Professional Law Co?
About Us
At Shoup Legal, we are a fast-growing law firm dedicated to helping clients plan for their future. We specialize in estate planning, probate, and trust administration services.
We are seeking an experienced salesperson to join our team as a Salesperson. In this role, you will be responsible for conducting consultative sales meetings with potential new clients, maintaining relationships with existing clients, and identifying opportunities for growth and development.
Key Responsibilities:
- Conduct in-depth consultations with potential new clients to identify their needs and goals.
- Maintain accurate records of client interactions, including leads, new clients, and referral sources.
- Follow up with potential new clients who have not yet retained the firm's services.
- Participate in workshops and webinars to enhance skills and knowledge.
Requirements:
- Proven track record of success in sales and business development for professional services.
- Excellent communication and interpersonal skills, with ability to build strong relationships with clients and colleagues.
- High school diploma required; bachelor's degree preferred.
- Able to work independently and as part of a team, with strong organizational and time management skills.
- Ability to quickly learn about new topics and adapt to changing circumstances.
- Committed to providing exceptional customer service and ensuring client satisfaction.
- Strong technical skills, including proficiency in Microsoft Office products and cloud-based software.
Compensation: $65,000 - $95,000 per year
Salary : $65,000 - $95,000
