The Inside Sales/Client Growth Specialist is primarily responsible for engaging with existing clients. The CGS will play a crucial role in building relationships with clients, ensuring ethical practices, overseeing client onboarding, and contributing to the growth and success of our firm. Responsibilities: Meeting with Existing Clients • Conduct meetings (in-person or over the phone) with existing clients. • Adhere to communication protocols to engage effectively. • Gather information about clients' needs and discuss new value-added solutions to their problems. • Explain our legal and recruiting services relevant to their needs. • Prepare quotes and payment plans. • Assist clients with financing options, if necessary. Adherence to Ethical Standards • Avoid providing legal advice or quoting fees independently. • Prepare clients for engagement with our attorneys if necessary. • Obtain client signatures and attorney approvals. Client Onboarding Oversight • Create engagement agreements and manage payments. • Follow up with clients post-engagement for feedback. Client Relationship Management • Maintain contact with existing clients who miss appointments. • Keep communication open for potential future engagements. Record-Keeping and Reporting • Maintain detailed records in our CRM system. • Track client interactions and conversion metrics. Feedback and Improvement • Provide feedback on lead quality and volume to management. • Suggest improvements based on client interactions. Perform other duties as assigned SKILLS AND ABILITIES: • Fluency in Spanish (written and verbal) preferred to effectively communicate with a diverse client base. • Passion for consultative sales with a proven ability to understand client needs and provide tailored solutions. • Strong empathy and active listening skills to build trust and foster meaningful client relationships. • Knowledge of business-based immigration is a plus, but we welcome candidates eager to learn. • Exceptional relationship-building skills with the ability to engage and collaborate with multiple stakeholders. • Proactive, detail-oriented, and results-driven mindset with a focus on delivering outstanding client experiences. • Outstanding interpersonal and communication skills, with the ability to clearly convey complex information. • Proficiency in Microsoft 365 and similar tools, ensuring efficiency in day-to-day tasks. Qualifications: • 1–2 years of experience in sales of products or services, preferably in luxury or high-end markets. • A proven track record of success in consultative sales is required. • Experience using a CRM, including reporting and data analysis, to track and manage sales performance is required. • Background in the legal industry or familiarity with legal services is a plus but not required. Work Arrangement: Hybrid Role – In-office two days per week. Bonus Structure: Competitive compensation with the potential to earn up to 30% of the annual base salary in bonuses. Compensation: $50,000 - $60,000 yearly
• Meeting with Existing Clients • Conduct meetings (in-person or over the phone) with existing clients. • Adhere to communication protocols to engage effectively. • Gather information about clients' needs and discuss new value-added solutions to their problems. • Explain our legal and recruiting services relevant to their needs. • Prepare quotes and payment plans. • Assist clients with financing options, if necessary.Adherence to Ethical Standards • Avoid providing legal advice or quoting fees independently. • Prepare clients for engagement with our attorneys if necessary. • Obtain client signatures and attorney approvals. Client Onboarding Oversight • Create engagement agreements and manage payments. • Follow up with clients post-engagement for feedback. Client Relationship Management • Maintain contact with existing clients who miss appointments. • Keep communication open for potential future engagements. Record-Keeping and Reporting • Maintain detailed records in our CRM system. • Track client interactions and conversion metrics. Feedback and Improvement • Provide feedback on lead quality and volume to management. • Suggest improvements based on client interactions. Perform other duties as assignedSKILLS AND ABILITIES: • Fluency in Spanish (written and verbal) preferred to effectively communicate with a diverse client base. • Passion for consultative sales with a proven ability to understand client needs and provide tailored solutions. • Strong empathy and active listening skills to build trust and foster meaningful client relationships. • Knowledge of business-based immigration is a plus, but we welcome candidates eager to learn. • Exceptional relationship-building skills with the ability to engage and collaborate with multiple stakeholders. • Proactive, detail-oriented, and results-driven mindset with a focus on delivering outstanding client experiences. • Outstanding interpersonal and communication skills, with the ability to clearly convey complex information. • Proficiency in Microsoft 365 and similar tools, ensuring efficiency in day-to-day tasks.