Are you passionate about sales for something that actually helps people? Do you thrive on achieving measurable results in your work? Are you detail-oriented and excel at optimizing processes to ensure everything runs smoothly? Are you an outgoing, dynamic, and directed individual who wants to work directly with prospects? Do you enjoy working in a dynamic environment where high performance is expected and rewarded? Then, we should definitely speak! Join a supportive, client-focused team that values integrity, innovation, growth, and service. We are looking for someone who thrives in a growing, procedure-driven environment and enjoys working closely with others to provide outstanding service. Why You’ll Love This Role: • A supportive work environment where you’ll feel valued and appreciated. • Opportunities to build lasting relationships with team members and clients. • A role that encourages loyalty, patience, and care for others. • A chance to make a significant impact in the lives of clients and their families. • Work one-on-one for sales interactions. • Generous bonus potential based on performance metrics. Responsibilities: • Boost Client Engagement : Maximize lead conversion and build strong relationships by effectively communicating results from client calls and identifying prospects who should hire the firm. Must love working one-on-one with prospects. • Drive Results : Operate efficiently in both remote and office environments, keeping calls on track to hit goals and utilizing call reports and analytics to measure success. • Continuous Improvement: Analyze call trends and opportunities, share insights to evolve the intake sales role, and participate in both sales and non-sales training to enhance skills. • Performance Transparency: Log call results rigorously after each interaction and communicate performance transparently to firm leaders. Qualifications: • College degree with at least 2 to 3 years of related sales or customer relationship experience. • Knowledge of legal processes, particularly in Estate Planning, Elder Law, and Estate Administration. • Excellent verbal and written communication skills. • Strong client service orientation, capable of developing rapport and maintaining positive relationships, particularly on the phone or in a virtual meeting. • High degree of accuracy and attention to detail, with exceptional organizational skills. • Proficiency in relevant software and record-keeping systems, including Microsoft Office and legal databases. • Outgoing personality, comfortable in sales meetings and networking events, with the ability to build partnerships with potential clients. • Strong work ethic, sense of accountability, and ability to take initiative and follow tasks through to completion. • Flexibility to adapt to change and work in a fast-paced environment, handling multiple tasks and projects simultaneously. • Ethical code of conduct and professionalism. Compensation: $50,000 - $60,000 yearly

• Boost Client Engagement: Maximize lead conversion and build strong relationships by effectively communicating results from client calls and identifying prospects who should hire the firm. Must love working one-on-one with prospects. • Drive Results: Operate efficiently in both remote and office environments, keeping calls on track to hit goals and utilizing call reports and analytics to measure success. • Continuous Improvement: Analyze call trends and opportunities, share insights to evolve the intake sales role, and participate in both sales and non-sales training to enhance skills. • Performance Transparency: Log call results rigorously after each interaction and communicate performance transparently to firm leaders.