As Sales and Community Development Specialist, you will coordinate, plan, and implement activities and resources necessary to achieve the revenue goals and objectives of Wilson Legal, PC each year, primarily focusing on the north metro area. We have a fast-paced sales environment, and compensation has base pay plus bonuses and incentives when client relationship triggers and revenue targets are met. At Wilson Legal, we believe that the best lives are lived intentionally and by design through proactive planning. It is our desire to help as many individuals, families, and business owners as possible realize that preparation brings peace of mind. Wilson Legal, PC is a fast-growing Estate Planning, Probate and Eldercare law firm in Cumming, Georgia with a goal of assisting 10,000 individuals, families and business owners by 2034. This law firm sees clients and prospective new clients as human beings, not as cases or matters. They are real people with real lives, careers, relationships, and businesses that require more than just a legal document or batch of documents. We are in the “taking care of people” business and not the “forms printing” business. Responsibilities: The successful candidate will build and maintain a pipeline of prospective referral partners including businesses for lunch ‘n learn opportunities, churches, neighborhoods, mom’s groups, and other service providers and referral sources including financial advisors, accountants, insurance agents and brokers, funeral homes, over 55 and independent living neighborhoods and real estate agents. Attend monthly chamber meetings, Provisor's meetings, schedule monthly lunches with prospective referral partners (limit to 6-8 people) to get to know them better. Schedule monthly seminars with libraries and churches where you and an attorney may give a presentation. Prospective new clients come to the law firm seeking a solution to help them address their problems or opportunities. The solutions they seek may or may not call for the legal services of our law firm. And very often our legal services make up only part of a larger, more holistic solution or strategy. At Wilson Legal, we utilize legal tools to begin or fully implement solutions for clients involving their team of advisors as needed including other family members, accountants and financial advisors. The Sales Specialist is informed of applicable bar rules of ethics and professionalism with special emphasis on the definition of providing legal services and takes great pains to avoid the unlicensed practice of law. The Sales Specialist meets with prospective new clients to help them think-through, find clarity and articulate how their present situation may be affecting the rest of their life especially in terms of their time, their money and their reputation. The Sales Specialist demonstrates care, empathy and compassion enough to help the prospective new client (PNC) think about how their life may be positively or negatively affected if they allow the current situation to remain vs. how they could positively impact their future by engaging a law firm to help them find and implement a solution to their legal problems. Our Solutions Specialist helps potential new clients decide whether or not to hire a law firm to assist them with their problems. The Sales Specialist is not licensed to practice law and, as such, does not provide legal advice. Instead, the Sales Specialist helps the prospective new client think about where they are today vs. where they would prefer to be in the future vs. where they can imagine they may wind up if they don’t take action to put a plan in place. That action may or may not involve the engagement of this or any other law firm to evaluate and advise the client about the client’s legal options. Except in the case of emergency or extenuating circumstances, the Sales Specialist meets with PNC by appointment only in-person, by zoom meeting, or by telephone to help the PNC find clarity about their situation, educate them about their options, and help them make the best decision for their future. This position keeps detailed notes in a central database documenting all contacts with the PNC both before, during,g and after the meeting, including all follow-up attempts. This position facilitates a professional introduction (“hand off”) to the legal team once an engagement is signed. All engagements are “subject to” review and approval by the new client engagement committee and the assigned attorney who takes responsibility for ensuring that the case or matter is one that the firm can provide adequate representation for, avoidance of conflicts of interest, calculation of statutes of limitation or other important deadlines and the performance of legal services. The successful candidate should have prior experience selling high-ticket tangible products and professional or financial services utilizing a consultative selling methodology. The successful candidate should have some “real-life” experience that they can use to empathize with PNCs who often come to our firm with challenging and sometimes deeply personal situations. The successful candidate embraces metrics, scorekeeping, transparency, and accountability. Excellent interpersonal and communication skills are an absolute must both in person, by phone, and via email. You should be a lifelong learner with a proven track record of self-improvement to keep your sales skills sharp. You will: • Manage own schedule to balance availability for meetings with prospective new clients as well as following up with PNCs who said “no” and with current clients to conduct quality control calls and interviews. • Keep detailed notes in a centralized database. • Be a team player and cover for your fellow salespeople to help our firm help our prospective new clients find clarity around and relief from the situation that brought them to the firm in the first place. • Facilitate a professional introduction and transition to the legal team once the case or matter has begun. • Actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on your “front lines” experience. • Regularly attend trade shows and networking events as a professional representative of the firm • Utilize a consultative selling approach when conducting sales calls to illustrate the value • Develop a running list of prospects and prospective companies of 1-7 million in size and other groups who may be interested in information about our services or have sponsorships available, which would allow our company to attain visibility with an opportunity to speak to a prospective audience. • Purchase meals, give-aways, set up/breakdown tables, act as host, attend, and facilitate sponsored activities, trade shows, and other events where the firm has a sponsorship or vendor role. • Update CRM system with details of all interactions with prospects and clients in a timely manner – daily and no later than 2 days from the date of the activity. • Stay current with bar rules, legal industry trends, and information. Qualifications: • Three years of relevant experience in fundraising, sales, or equivalent type of experience. • Ability to do daily travel; requires access to reliable transportation at all times on an immediate basis. • Ability to lift and/or move large objects (such as boxes and the backdrop for our tradeshow display) with the expectation that heavier items may be broken down and assistance required or requested before moving or lifting. • A strong interest in consultative solutions selling. • Proven track record utilizing a consultative sales approach. • A proven track record with telephone sales. • Demonstrated, proven success in lead generation, prospecting, contract negotiation, and closing customers. • Experience with Practicepanther/Lawmatics/Outlook/Microsoft or other software related to CRM or case management, particularly reporting, is required. • Independent, self-starter who thrives on immersion in a rapidly changing environment and excellent problem-solving and analytical skills. • Proactive, can-do attitude, with great follow-through and resourcefulness,s along with attention to detail. • Strong communication and interpersonal skills with the ability to be personable yet persistent, and always providing the option to take a next step. • Knowledge of the legal industry is an asset. • Real-life experience and a few “battle scars” to give you empathy and understanding is an asset. • Experience overcoming a major obstacle in life and making an important change in your life so you know at your core that others can do it too, is a plus. • Previous Sales training with Sandler or another company is required. Compensation: $48,000-$52,000 base pay plus commission

• The successful candidate will build and maintain a pipeline of prospective referral partners including businesses for lunch ‘n learn opportunities, churches, neighborhoods, mom’s groups, and other service providers and referral sources including financial advisors, accountants, insurance agents and brokers, funeral homes, over 55 and independent living neighborhoods and real estate agents. Attend monthly chamber meetings, Provisor's meetings, schedule monthly lunches with prospective referral partners (limit to 6-8 people) to get to know them better. Schedule monthly seminars with libraries and churches where you and an attorney may give a presentation.Prospective new clients come to the law firm seeking a solution to help them address their problems or opportunities. The solutions they seek may or may not call for the legal services of our law firm. And very often our legal services make up only part of a larger, more holistic solution or strategy. At Wilson Legal, we utilize legal tools to begin or fully implement solutions for clients involving their team of advisors as needed including other family members, accountants and financial advisors.The Sales Specialist is informed of applicable bar rules of ethics and professionalism with special emphasis on the definition of providing legal services and takes great pains to avoid the unlicensed practice of law.The Sales Specialist meets with prospective new clients to help them think-through, find clarity and articulate how their present situation may be affecting the rest of their life especially in terms of their time, their money and their reputation. The Sales Specialist demonstrates care, empathy and compassion enough to help the prospective new client (PNC) think about how their life may be positively or negatively affected if they allow the current situation to remain vs. how they could positively impact their future by engaging a law firm to help them find and implement a solution to their legal problems. Our Solutions Specialist helps potential new clients decide whether or not to hire a law firm to assist them with their problems.The Sales Specialist is not licensed to practice law and, as such, does not provide legal advice. Instead, the Sales Specialist helps the prospective new client think about where they are today vs. where they would prefer to be in the future vs. where they can imagine they may wind up if they don’t take action to put a plan in place. That action may or may not involve the engagement of this or any other law firm to evaluate and advise the client about the client’s legal options.Except in the case of emergency or extenuating circumstances, the Sales Specialist meets with PNC by appointment only in-person, by zoom meeting, or by telephone to help the PNC find clarity about their situation, educate them about their options, and help them make the best decision for their future.This position keeps detailed notes in a central database documenting all contacts with the PNC both before, during,g and after the meeting, including all follow-up attempts. This position facilitates a professional introduction (“hand off”) to the legal team once an engagement is signed. All engagements are “subject to” review and approval by the new client engagement committee and the assigned attorney who takes responsibility for ensuring that the case or matter is one that the firm can provide adequate representation for, avoidance of conflicts of interest, calculation of statutes of limitation or other important deadlines and the performance of legal services.The successful candidate should have prior experience selling high-ticket tangible products and professional or financial services utilizing a consultative selling methodology. The successful candidate should have some “real-life” experience that they can use to empathize with PNCs who often come to our firm with challenging and sometimes deeply personal situations. The successful candidate embraces metrics, scorekeeping, transparency, and accountability. Excellent interpersonal and communication skills are an absolute must both in person, by phone, and via email. You should be a lifelong learner with a proven track record of self-improvement to keep your sales skills sharp.You will: • Manage own schedule to balance availability for meetings with prospective new clients as well as following up with PNCs who said “no” and with current clients to conduct quality control calls and interviews. • Keep detailed notes in a centralized database. • Be a team player and cover for your fellow salespeople to help our firm help our prospective new clients find clarity around and relief from the situation that brought them to the firm in the first place. • Facilitate a professional introduction and transition to the legal team once the case or matter has begun. • Actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on your “front lines” experience. • Regularly attend trade shows and networking events as a professional representative of the firm • Utilize a consultative selling approach when conducting sales calls to illustrate the value • Develop a running list of prospects and prospective companies of 1-7 million in size and other groups who may be interested in information about our services or have sponsorships available, which would allow our company to attain visibility with an opportunity to speak to a prospective audience. • Purchase meals, give-aways, set up/breakdown tables, act as host, attend, and facilitate sponsored activities, trade shows, and other events where the firm has a sponsorship or vendor role. • Update CRM system with details of all interactions with prospects and clients in a timely manner – daily and no later than 2 days from the date of the activity. • Stay current with bar rules, legal industry trends, and information.