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? 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. • 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. • 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. • 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.