Inside Sales

$60,000 - $100,000 yearly

• Record monthly and quarterly sales and performance goals to ensure they are being met
• Expand the clientele by finding new business opportunities within specific geographies
• Generate qualified leads for the sales team so they can provide a quick response to customers
• Keep the customer database updated to ensure information on prospective and past clients is current
• Prospect potential customers via cold calling, email, or other forms of communication to ensure they are added to the sales pipeline and produce more qualified leads

• Conduct initial client consultations to sell legal services for estate planning and probate
• Follow up with potential new clients who have not yet retained us
• Manage the end-to-end sales process from consultation to engagement, as well as data tracking

• High school diploma or GED is required, bachelor’s degree preferred
• Current U.S. driver’s license and the ability to travel by car
• Two years of previous sales experience
• Understand the sales process and how to enter information into client databases
• Great time management, interpersonal, and communication skills, both written and verbal

• A demonstrated record of success selling high-end professional services or products
• Inside sales experience
• The ability to build and nurture relationships with potential new clients
• The ability to interact with different types of personalities
• Compassion and empathy for potential clients, and putting them at ease
• Knowledge on how to close a sale by creating urgency and promoting value
• Exceptional communication skills in person, over the phone, and in writing
• The flexibility to not get discouraged when things don’t go as planned
• Willingness and ability to quickly learn about new topics (like Wills, Trusts, and Probate)

We value open and respectful feedback as well as work-life balance. We care about our teammates’ personal, professional, and financial goals and help them achieve success.

• Integrity serves as our foundation, ensuring that we uphold the highest ethical standards in all our endeavors.
• Teamwork underscores our belief in the power of collaboration, recognizing that collective effort leads to superior outcomes for clients.
• Impact & influence drive our commitment to effect positive change within the probate system, striving to innovate and advocate for reforms that enhance efficiency, fairness, and accessibility.
• Initiative fuels our proactive approach to problem-solving, empowering us to anticipate and address clients’ needs with creativity and resourcefulness.
• Customer focus underscores our dedication to providing exceptional service and personalized solutions that meet the unique needs and goals of each client.

Compensation details: Yearly Salary

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