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Legal Sales Professional
Location:
Holliston, MA
Description:
Marsden Law is growing, and we are looking for some excellent people to join our team. Who are we looking for? Is it you? You see sales as a service we perform for our prospective new clients, not as something to be done “to” them. You ensure that the pre-conditioning packages and systems meant to help a prospective new client get prepared for their meeting are in fact received by the prospective new clients (PNC's) that they are scheduled to meet within the coming days and weeks. The Legal Sales Professional meets by telephone, Zoom, or in person with PNCs who are assigned to their calendar by the Owner or the Marketing Coordinator. The Legal Sales Professional helps the PNC find clarity about their situation, educates them about their options, and helps 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 during the first 30 days and in some cases, during the pendency of the matter. 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. You should have been through the probate or estate planning process yourself or on behalf of a family member. The successful candidate embraces metrics, scorekeeping, transparency, and accountability. Excellent interpersonal and communication skills are an absolute must both in person, by phone, Zoom, and via email. You should be a lifelong learner with a proven track record of self-improvement to keep your sales skills sharp. The Legal Sales Professional is informed and respectful of bar rules of ethics and professionalism with special emphasis on the definition of providing legal services. The successful candidate will be intimately involved with helping to build and improve on the marketing system currently being developed by the firm. Compensation: $75,000-$125,000 potential to be earned at plan. 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. • Help clients review and choose from a number of planning solutions specific to their situation.• Be a team player and cover for your fellow sales team 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. • Follow-up with PNCs who said “no”. • Follow-up with current 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. • Contact current clients for follow-up questions or additional opportunities based on changes in personal situations.• 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 line” experience. • Periodically attend tradeshows and networking events as a professional representative of the firm as directed.• Utilize a consultative selling approach when conducting sales calls to illustrate the value and benefits of our services. • 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. • Help clients plan, secure, and manage their legacy for future generations.• Make suggestions and recommendations on additional marketing opportunities and potential marketing channels to help develop current and future lead flow and business. Qualifications:• A strong background in consultative solutions selling. • Proven track record utilizing a consultative sales approach. • A proven track record with telephone, video, and in-person sales. • Demonstrated, proven, success in lead generation, prospecting, contract negotiation, and closing customers. • Willingness to exploit and develop additional sources of business from a variety of potential referral channels• Experience with Salesforce/HubSpot/Infusionsoft, Clio, and particularly in production reporting is required. • Independent, self-starter who thrives on immersion in a rapidly changing environment and has 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” 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. • If you are Securities Licensed (Series 6, 7, 63, Insurance) that is a major plus.• Ability to communicate complex solutions in a way that is easy to understand and digest.• Empathy for clients who may be dealing with challenging personal situations• Willingness to travel out of office as need be based on a potential client's inability to meet in the home office Compensation: $75,000-$125,000 at plan yearly About Company: Marsden Law is a fast-growing Metro West-based law firm that does things differently. We believe in a coordinated and comprehensive approach to planning. We speak "investments" fluently through our affiliated investment practice. We are able to solve issues for clients on multiple levels and offer a number of one-stop solutions that come from a wide range of unique options. We are deeply committed, and as a result of our success, we are looking to take client experience to the next level with a number of strategic hires to better serve clients and their families.
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More About this Listing: Legal Sales Professional
Legal Sales Professional is a Sales Sales Job at Marsden Law located in Holliston MA. Find other listings like Legal Sales Professional by searching Oodle for Sales Sales Jobs.
Legal Sales Professional is a Sales Sales Job at Marsden Law located in Holliston MA. Find other listings like Legal Sales Professional by searching Oodle for Sales Sales Jobs.