Consultant

Atcauselaw; Clearwater (FL); On-site; USD 49,500 - 60,500; Full time

Benefits offered by this job

Unlimited PTO after one year

Weekly paid meals

Free snacks and drinks

Job summary

A legal consultancy firm in Clearwater is seeking Consultants who excel in client engagement and sales for probate and estate planning services. The role calls for proven sales experience and the ability to communicate legal concepts clearly. You will be crucial in transforming leads into committed clients, managing data in CRM, and ensuring smooth transitions to attorneys. This position offers a starting salary of $55,000, with bonuses based on performance in a supportive and fun work environment.

Qualifications

• Proven sales experience with a track record of closing contracts.
• Ability to communicate legal terminology accurately to clients.
• Strong interpersonal and persuasive communication skills.

Responsibilities

• Engage with clients and discuss legal services clearly.
• Qualify client needs and align them with the firm's services.
• Present service benefits to secure signed contracts.
• Maintain accurate client data in the CRM system.
• Coordinate with attorneys for a seamless transition.
• Follow up with leads to nurture towards commitment.

Skills

Sales experience

Interpersonal communication

Organizational skills

Proficiency in Microsoft Office

Knowledge of legal terminology

Adaptability

Tools

CRM software (Zoho)

Job description

Clearwater, United States | Posted on 01/15/2026

At atCause Law Office, our Consultants are pivotal in transforming leads into committed clients, bridging the gap between initial interest and legal engagement. Guided by our Purpose—To help businesses, families, and individuals become more aware, more causative, and more in control of their legal circumstances, leading to their success, expansion, and prosperity—they leverage their legal knowledge to educate and persuade potential clients. In our non-stuffy, collaborative environment, Consultants are trusted sales professionals who secure contracts with empathy and expertise, ensuring clients are ready to work with our attorneys for probate, estate planning, and related services.

What you will be responsible for

• Client Engagement and Sales
• Conduct consultations with leads, discussing probate, estate planning, long-term Medicaid, and related legal services with clarity and confidence.
• Qualify client needs, aligning them with atCause’s services (e.g., Trusts, Wills, Elder Law) to build trust and commitment.
• Present the firm’s flat-fee model and service benefits, addressing objections to secure signed contracts.
• Maintain accurate client data in the firm’s CRM system, tracking consultation outcomes and follow-ups.
• Prepare clients for attorney hand-off by summarizing needs and ensuring contract completion through the firms onboarding process.
• Coordinate with attorneys and paralegals to facilitate a seamless transition for signed clients.
• Follow up with leads who delay decisions, nurturing them toward commitment with empathy.
• Support the client services team with administrative tasks, such as updating records and preparing contract templates.

Requirements

Who you are

• Proven sales experience, preferably in legal or professional services, with a track record of closing contracts.
• Ability to learn and understand legal terminology and process so it can be communicated correctly and legally to the clients.
• Proficiency in Microsoft Office (Word, Excel, Outlook) and CRM software, Zoho.
• Exceptional interpersonal and persuasive communication skills for client and team interactions.
• Strong organizational skills with attention to detail and accuracy.
• Ability to multitask and prioritize in a fast-paced, team-oriented environment.
• Compassionate and client-focused mindset, aligning with atCause’s people-first philosophy.
• Adaptability to handle evolving priorities and a non-stuffy workplace culture.

Language Skills

Must speak English. Must have solid written and verbal communication skills, ability to pay attention to detail, and the ability to duplicate information quickly and effectively.

Physical Requirements

• Prolonged periods of sitting at a desk (6 to 8 hours a day).
• Utilizing a computer for extended periods at a time.
• Occasional lifting of files or materials up to 20 lbs.
• This role starts at a salary of $55,000 per year.
• Bonuses based on the number of new clients you sign up.
• PTO and sick days after 90 days.
• Unlimited PTO after one year.
• Fun and "Non-Stuffy" atmosphere.
• In-house training programs.
• Weekly paid meals.
• Free snacks and drinks in the office.

COMMITMENT TO DIVERSITY

atCause Law is an equal opportunity employer and does not discriminate on the basis of anyone's race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively fosters inclusion in all forms. We recognize that a multigenerational and multicultural workforce, reflective of our communities, is an integral and welcome part of a successful and ethical business.