Client Solutions Specialist (Inside Sales) Location: St. Charles and Creve Coeur, Missouri Full-Time | On-Site | No Travel Required Looking to make a meaningful impact without cold calling or travel? Polaris Estate Planning & Elder Law is growing fast—and we’re looking for a talented Client Solutions Specialist to help more families plan for the future. If you're a skilled salesperson with a heart for helping people, this is your chance to use your talents in a consultative, relationship-driven role that changes lives. About the Role As a Client Solutions Specialist, you’ll be the first point of contact for potential clients considering our estate planning and elder law services. You’ll guide individuals through emotionally significant decisions with empathy, professionalism, and clarity, helping them feel confident taking the next step with our firm. This is an inside sales role based in our St. Charles and Creve Coeur offices. No travel. No cold calling. Just meaningful conversations that make a difference. What We’re Looking For • A confident, compassionate salesperson who can navigate high-trust, high-stakes conversations • A relationship-builder who can educate and inspire action, not just “sell” • A self-starter with strong follow-up skills and the ability to stay organized • Someone who brings positivity, emotional intelligence, and curiosity to every interaction Responsibilities: Key Responsibilities • Conduct initial consultations with potential clients • Guide clients through the onboarding process with warmth and efficiency • Follow up with prospective clients who have not yet retained our firm • Collaborate with the intake and legal teams to ensure a smooth client experience • Track leads, conversions, and referral sources using our CRM tools • Clearly communicate the value and importance of estate planning and elder law services What You Can Earn • Average performer : $60,000 – $70,000 • Strong performer : $70,000 – $85,000 • Great performer : $85,000 – $95,000 • Top performer : $100,000+ • Base salary + bonus structure, with upside earning potential. What We Offer • Competitive base pay + performance bonuses • Paid holidays and generous PTO • Health insurance coverage • Retirement savings plan with employer match • Positive, team-driven work culture • Growth and professional development opportunities • A mission-driven environment where your work truly matters How to Apply Please submit your resume and a brief cover letter that answers the following: • Why are you interested in this role? • What draws you to estate planning and elder law? • What makes you uniquely qualified for this position? Qualifications: • Proven success in sales and customer service • Ability to build trust and communicate value with empathy • Strong communication skills—in person, over the phone, and via email • Comfortable working with people from all walks of life • Experience in financial services or insurance is a plus • Tech-savvy and eager to learn new systems • Resilient, coachable, and dependable—especially under pressure • Legal experience is not required Compensation: $50,000 - $120,000+ per year base + additional bonus

• Key Responsibilities • Conduct initial consultations with potential clients • Guide clients through the onboarding process with warmth and efficiency • Follow up with prospective clients who have not yet retained our firm • Collaborate with the intake and legal teams to ensure a smooth client experience • Track leads, conversions, and referral sources using our CRM tools • Clearly communicate the value and importance of estate planning and elder law servicesWhat You Can Earn • Average performer: $60,000 – $70,000 • Strong performer: $70,000 – $85,000 • Great performer: $85,000 – $95,000 • Top performer: $100,000+ • Base salary + bonus structure, with upside earning potential.What We Offer • Competitive base pay + performance bonuses • Paid holidays and generous PTO • Health insurance coverage • Retirement savings plan with employer match • Positive, team-driven work culture • Growth and professional development opportunities • A mission-driven environment where your work truly mattersHow to ApplyPlease submit your resume and a brief cover letter that answers the following: • Why are you interested in this role? • What draws you to estate planning and elder law? • What makes you uniquely qualified for this position?