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Form of workDescription
This job has three main parts. This job entails maintaining and growing relationships with past clients and performing intakes with Potential New Clients.
To be successful in this job, you must be informed and respectful of Florida's bar rules of ethics and professionalism.
This job entails meeting potential new, past, and current clients assigned to your calendar to help them clarify their situation and our services. You will work with the attorney to educate the PNC about their options and help them make the best decision for their future and for the firm to achieve its goals.
This position keeps detailed notes in a central database documenting all contacts with the PNC both before, during, 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 and then opens the file, manages the welcome process, and conducts quality control checks at predetermined milestones. The milestones will be before, during, and after the matter is resolved.
The successful candidate should have 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 which 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 for communication 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.
Responsibilities
• Manage own schedule to balance availability for meeting 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.
• Follow-up with PNCs who said "no".
• Follow-up with current and past clients at set milestones during their case or matter.
• 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.
• Update the CRM system with details of all interactions with prospects and clients in a timely manner.
• Stay current with bar rules, legal industry trends, and information.
Qualifications
• A strong interest in consultative solutions selling.
• Proven track record utilizing a consultative sales approach.
• A proven track record with telephone sales.
• 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 along with attention to detail.
• Strong communication and interpersonal skills with the ability to be personable yet persistent.
• Knowledge of the legal industry is an asset.
• Real-life experience & a few "battle scars" to give you empathy and understanding are 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.
This job has three main parts. This job entails maintaining and growing relationships with past clients and performing intakes with Potential New Clients.
To be successful in this job, you must be informed and respectful of Florida's bar rules of ethics and professionalism.
This job entails meeting potential new, past, and current clients assigned to your calendar to help them clarify their situation and our services. You will work with the attorney to educate the PNC about their options and help them make the best decision for their future and for the firm to achieve its goals.
This position keeps detailed notes in a central database documenting all contacts with the PNC both before, during, 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 and then opens the file, manages the welcome process, and conducts quality control checks at predetermined milestones. The milestones will be before, during, and after the matter is resolved.
The successful candidate should have 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 which 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 for communication 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.
Responsibilities
• Manage own schedule to balance availability for meeting 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.
• Follow-up with PNCs who said "no".
• Follow-up with current and past clients at set milestones during their case or matter.
• 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.
• Update the CRM system with details of all interactions with prospects and clients in a timely manner.
• Stay current with bar rules, legal industry trends, and information.
Qualifications
• A strong interest in consultative solutions selling.
• Proven track record utilizing a consultative sales approach.
• A proven track record with telephone sales.
• 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 along with attention to detail.
• Strong communication and interpersonal skills with the ability to be personable yet persistent.
• Knowledge of the legal industry is an asset.
• Real-life experience & a few "battle scars" to give you empathy and understanding are 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.
