Estate & Probate Legal Services 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

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.