Inside Sales Client Engagement Specialist

Law Office of Afsana Chowdhury, PLC; United States; Remote; USD 50,000 - 60,000; Full time

Job summary

An established family law and estate planning firm is seeking a dynamic Client Services Coordinator to drive sales and foster client relationships. This remote position offers the opportunity to connect with clients during emotionally challenging times, ensuring they feel heard and valued. The ideal candidate will have a strong background in consultative sales, with the ability to empathize and effectively communicate the firm's offerings. You will play a crucial role in enhancing the client experience, managing follow-ups, and supporting business development initiatives. Join a supportive team where your sales expertise can make a real difference in people's lives.

Qualifications

• Proven sales experience with professional services or high-ticket items.
• Ability to empathize with clients and navigate emotional challenges.

Responsibilities

• Perform consultations via phone and video, ensuring client satisfaction.
• Engage in business development and maintain sales scripts.

Skills

Consultative Sales Approach

Customer Service

Empathy

Data Tracking

Education

High School Diploma or equivalent

Tools

CRM Software

Electronic Signing Application

Job description

A compassionate, empathetic, enthusiastic, and results-driven sales professional. Does that describe you? Then please continue. Our family law and estate planning firm in Fairfax, Virginia is looking for an all-star salesperson to make a lasting impression on prospective clients, leaving them eager to work with our firm. THIS IS A 100% WORK FROM HOME/REMOTE WORK POSITION.

The salesperson (known as our Client Services Coordinator) is someone who has a proven track record of successfully using a consultative sales approach to sell either professional services and/or high-ticket items. At the core of this position is the ability to genuinely connect with prospective clients and successfully convert them into new clients by creating urgency and effectively conveying the value of our services. Experience in the legal industry is a plus, but not required as the salesperson will not be giving legal advice. Any applicable industry-specific training will be provided.

Our clients and prospects are dealing with an emotionally difficult time in their lives so you must be able to empathize, show compassion, and put them at ease. The salesperson is also responsible for delivering and ensuring a great client experience so previous customer service experience is absolutely critical to succeed in this role. The ideal candidate will also have previous experience working with sales metrics and will be able to carefully and accurately track data to monitor and refine our sales funnel.

Additionally, the salesperson will work closely with our intake team to improve our overall sales system. Following up with clients who don’t retain after the consultation is a very important step in our sales process. You must be intentional and consistent in your follow-up, and approach it with the same zeal as the initial consultation. Similarly, you must be comfortable addressing the prospective client’s objections and not shy away from any potential roadblocks you may face in closing the sale.

The salesperson will be actively engaged in the firm’s business development activities, including attending online events, presenting webinars, conducting client care calls, cultivating relationships with new referral partners, conducting presentations, and participating in networking groups. This is a remote position, which means you will enjoy a great deal of freedom and autonomy but must be highly disciplined and reliable. If you are a results-oriented team player and have what it takes to be successful in sales, this is a perfect opportunity for you to pursue your calling while helping people find solutions to their gravest problems.

Responsibilities:

1. Perform initial consultations by phone and video conference
2. Maintain scripts and training materials for the sales team
3. Prepare and send client engagement agreements using an electronic signing application
4. Follow up with prospective clients
5. Follow up with new clients to ensure satisfaction with services
6. Engage in business development activities
7. Manage outreach efforts to help with the firm’s online review campaign
8. Conduct monthly meetings to discuss the quality volume of leads through various lead sources
9. Ensure proper handover of clients to the legal team
10. Onboard new clients, complete file opening and closing procedures
11. Keep track of leads pipeline in CRM and also on spreadsheets
12. Keep track of inbound and outbound referrals and referral sources
13. Document and update the firm’s policies and procedures related to the role
14. Provide training and support to the intake team
15. Perform additional duties as needed

Qualifications:

• Previous sales experience for professional services and/or high-ticket items (required)
• Real-life experience in navigating personal struggles and overcoming obstacles that have enabled you to show empathy to others going through similar hardship
• High School Diploma or equivalent (required)

Compensation:
$50,000 - $60,000 yearly