What are the responsibilities and job description for the Sales-Client Engagement Manager position at The Estate Plan?
- Sales-Client Engagement Manager Job Description in Coral Gables, FL, US** 1. **Role Overview:** The Sales-Client Engagement Manager is responsible for client intake and sales at the Firm. Key responsibilities include conducting initial consultations, converting prospects into clients, and facilitating the onboarding process for new clients. 2. **Reporting Structure:** The Sales-Client Engagement Manager reports directly to the Owner of the Firm. 3. **Responsibilities and Authority:** * Collaborate with an intake specialist to schedule consultations with potential clients and provide reminders to ensure client attendance. * The Sales-Client Engagement Manager does not have supervisory authority beyond tasks delegated by the Owner. * It is essential to adhere to the ABA’s Rules of Professional Conduct, Florida Bar, and State Bar Association rules, as non-attorneys are prohibited from practicing law. * All client interactions must be conducted in support of and under the supervision of an attorney to avoid unauthorized practice of law. * The Sales-Client Engagement Manager does not offer legal advice, approve client engagements, or participate in fee-sharing with the Firm.
Salary : $65,000 - $75,000