Referral Partnership Coordinator
Modern Law PLLC
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Job summary
Modern Law PLLC in Phoenix, AZ is seeking a Referral Partnership Coordinator. This part-time role focuses on building a robust referral network with financial planners, CPAs, realtors, therapists, and other professionals to drive estate planning growth and family law services.
You will attend networking events, nurture relationships, and follow up to convert referrals into clients, supporting the firm’s marketing team and growth goals.
Qualifications
- Demonstrated success building professional relationships that produced measurable results.
- Excellent verbal communication and interpersonal skills.
- Highly organized with disciplined follow-up habits. CRM experience preferred.
- Reliable transportation and valid Arizona driver's license. This role is out in the community, not behind a desk.
- Availability for morning, evening, and occasional weekend events.
- Professional presentation and sound judgment representing the firm publicly.
- Prior exposure to legal, financial services, real estate, or healthcare industries preferred.
Responsibilities
- Build and nurture referral partnerships with professionals such as financial planners, CPAs, realtors, therapists, and others.
- Attend BNI chapters, chamber mixers, and industry events to expand the network.
- Follow up relentlessly to convert referrals into clients and support estate planning buildout.
- Represent Modern Law at community events and sponsorships; identify new opportunities.
Skills
Tools
Job description
Modern Law PLLC Phoenix, Arizona, United States
Modern Law | Arizona | Family Law and Estate Planning
Reports to: Director of Marketing
Schedule: Part-time, approximately 20 to 25 hours per week, including morning, evening, and occasional weekend networking events
Compensation: $30 per hour plus upside referral commission and bonus
Modern Law is an Arizona family law firm expanding into estate planning. We help people through some of the hardest and most important moments of their lives, including divorce, custody, and planning for what happens to the people and things they care about. We're growing, and we're building a referral engine to support that growth.
This is a relationship job, not a desk job.
Our best clients rarely arrive from a Google search. They come through people who were already in the room at a pivotal moment. The financial planner who noticed a client's trust was never funded. The CPA fielding a question about inherited property. The therapist working with a couple headed toward separation. The realtor listing a house in a divorce. Every practice area we have is fed by someone who trusted us enough to make an introduction. Those relationships get built in person, one conversation at a time, and that's what this role is for.
As our Referral Coordinator, you'll be the firm's face in the room. You'll attend BNI chapters, chamber mixers, and industry events. You'll build genuine relationships with financial advisors, CPAs, realtors, therapists, and other professionals. And you'll follow up relentlessly so that referrals actually turn into clients. Your work will directly drive our estate planning buildout and strengthen our family law practice at the same time.
If you like people, remember names, and get energy from a room full of strangers, this could be a great fit for you.
Competitive hourly base of $30, paid for event attendance, follow-up, and administrative time
Bonus commission on every referred matter that converts to a signed client. Upside, with accelerators for estate planning referrals
Mileage and pre-approved event, membership, and meal expenses reimbursed
BNI chapter dues and chamber memberships paid by the firm
The best people in this role will earn well above their base. If you build the network, the network pays you.
Most of our future estate planning clients are already sitting across the desk from a financial advisor who has no idea who to send them to. Your job is to make sure that advisor knows us and trusts us. You'll be building something from the ground up, with the full support of the marketing department behind you.
Modern Law is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Modern Law | Arizona | Family Law and Estate Planning
Reports to: Director of Marketing
Schedule: Part-time, approximately 20 to 25 hours per week, including morning, evening, and occasional weekend networking events
Compensation: $30 per hour plus upside referral commission and bonus
Modern Law is an Arizona family law firm expanding into estate planning. We help people through some of the hardest and most important moments of their lives, including divorce, custody, and planning for what happens to the people and things they care about. We're growing, and we're building a referral engine to support that growth.
This is a relationship job, not a desk job.
Our best clients rarely arrive from a Google search. They come through people who were already in the room at a pivotal moment. The financial planner who noticed a client's trust was never funded. The CPA fielding a question about inherited property. The therapist working with a couple headed toward separation. The realtor listing a house in a divorce. Every practice area we have is fed by someone who trusted us enough to make an introduction. Those relationships get built in person, one conversation at a time, and that's what this role is for.
As our Referral Coordinator, you'll be the firm's face in the room. You'll attend BNI chapters, chamber mixers, and industry events. You'll build genuine relationships with financial advisors, CPAs, realtors, therapists, and other professionals. And you'll follow up relentlessly so that referrals actually turn into clients. Your work will directly drive our estate planning buildout and strengthen our family law practice at the same time.
If you like people, remember names, and get energy from a room full of strangers, this could be a great fit for you.
Competitive hourly base of $30, paid for event attendance, follow-up, and administrative time
Bonus commission on every referred matter that converts to a signed client. Upside, with accelerators for estate planning referrals
Mileage and pre-approved event, membership, and meal expenses reimbursed
BNI chapter dues and chamber memberships paid by the firm
The best people in this role will earn well above their base. If you build the network, the network pays you.
Most of our future estate planning clients are already sitting across the desk from a financial advisor who has no idea who to send them to. Your job is to make sure that advisor knows us and trusts us. You'll be building something from the ground up, with the full support of the marketing department behind you.
Modern Law is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Compensation:$30 hourly
Responsibilities:
Build the network. Attend BNI, chamber of commerce, and professional association events on behalf of Modern Law. Consistently, not occasionally.
Develop referral partnerships with various types of professionals who may work with family law and estate planning clients, including but not limited to financial planners, therapists, wealth managers, CPAs, realtors, mortgage brokers, insurance agents, and allied attorneys.
Own the follow-up. Every card collected, every introduction made, every "let's grab coffee" gets a next step.
Nurture existing referral sources through regular check‑ins, coffees, lunches, and thank yous so relationships stay warm between referrals.
Represent Modern Law at community events, sponsorships, and speaking opportunities. Identify new events and organizations worth our time.
Track everything in our CRM, including contacts, touchpoints, referral sources, and conversions, and report on what’s working to the Director of Marketing.
Support joint marketing efforts such as co-hosted workshops, lunch and learns, and educational seminars with referral partners.
Qualifications:
You're an exceptional networker and a natural people person. You can walk into a room where you know nobody and leave with three real conversations started. You're comfortable talking with professionals across every industry and every personality type, and you can explain what a family law and estate planning firm does without sounding like a brochure.
You're also organized enough to follow through. Charm gets the meeting. Systems get the referral.
Strong backgrounds for this role may include:
Licensed real estate agents looking for meaningful supplemental income. You already attend the events, you already know the financial planners and lenders, and you already understand that this business runs on relationships.
Legal or medical referral coordinators who have built and managed provider or attorney referral networks.
Business development, outside sales, or community relations professionals with a track record of relationship-driven growth.
Active BNI, chamber, or professional association members with an established Arizona network.
Demonstrated success building professional relationships that produced measurable results
Excellent verbal communication and interpersonal skills, and genuine comfort initiating conversations with strangers
Highly organized with disciplined follow-up habits. CRM experience preferred
Reliable transportation and valid Arizona driver's license. This role is out in the community, not behind a desk
Availability for morning, evening, and occasional weekend events
Professional presentation and sound judgment representing the firm publicly
Prior exposure to legal, financial services, real estate, or healthcare industries preferred
Modern Law is a launchpad for ambitious professionals. You’ll join a collaborative, supportive team with the autonomy to run your practice your way—no micromanaging, just real trust.
We have more high-quality work than you can handle, so you can focus on advocacy, not client hunting. And our flexible billable requirements adapt to your goals—whether you want to maximize income or maintain balance, we’ll back your definition of success.
Here, you bring the drive. We provide the rocket fuel.
$30 - $30Hourly Wage
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