Sales And Marketing Representative

CaseAdvance; Costa Mesa (CA); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Commissions

PTO

Medical benefits

Dental benefits

Job summary

CaseAdvance is seeking a Sales Representative in Costa Mesa, CA, to nurture relationships with personal injury law firms. The role requires 2–3 years of sales experience in a professional office environment and a high school diploma or GED. Proficiency with Word and Excel, Canva for marketing materials, and CRM familiarity (Salesforce/HubSpot) is a plus.

Hybrid 2–3 days in the field and 1–2 days at HQ. The base salary ranges from $65,000 to $80,000, with monthly commissions, medical/dental

Qualifications

• 2–3 years of sales experience in a professional office environment.
• High School Diploma or GED (college preferred).
• Proficiency with Word (55 WPM) and Excel; Canva for social marketing materials.
• Some CRM exposure (Salesforce, HubSpot or similar) is a plus.

Responsibilities

• Schedule appointments with qualified prospects.
• Meet with prospective lawyers and case managers on-site to present financial products.
• Collaborate with in-house and field teams to implement marketing strategies.
• Make outbound calls to house accounts and warm leads.
• Document outbound calls and emails for team planning.
• Attend industry events to build brand and recognition.
• Develop marketing content and oversee social media strategy.

Skills

Sales experience

CRM familiarity

Excel

Canva

Social media

Word processing

Education

High School Diploma or GED

Tools

Salesforce

HubSpot

Excel

Canva

Job description

About Us

CaseAdvance is committed to helping the injured nationwide through pre-settlement lawsuit funding for clients awaiting recompense for physical, emotional, and economic losses. Founded by two trial attorneys in 2007, law firms across California trust CaseAdvance to help determine when pre-settlement funding makes sense to fill the financial gap for people who have suffered serious injuries. We aim to bring relief as they wait for the conclusion of their injury claims, either by settlement or trial.

About the Opportunity

We are looking for a Sales Representative who is self-motivated and possesses the skills necessary to effectively nurture our relationships with personal injury law firms based in Los Angeles and Orange County. Although no prior experience in the legal industry is required, this position requires a minimum of 2-3 years of sales experience. The types of activities we envision as part of this role include:

• Scheduling appointments with qualified prospects
• Meeting with prospective lawyers and case managers on-site to introduce them to our array of financial products
• Collaborating with in-house sales manager, outside field reps, and C-Suite execs to help implement new marketing strategies
• Making outbound calls to our house accounts and warm leads from internal marketing lists
• Documenting outbound calling and email activities to facilitate internal team strategic planning.
• Attending industry functions to continue building our brand and expanding recognition beyond our current client base
• Developing marketing content and overseeing strategy of the company's social media accounts

We are small but mighty so the lines between different positions are sometime blurred—we support each other and contribute time and efforts to ad hoc and pre-assigned projects alike.

Requirements

• High School Diploma or GED. Some college experience is not required but preferred.
• 2-3 years of experience working in professional office environment involving client contact in a comparable position (e.g., as sales or marketing rep).
• Previous experience working in a law firm of for a legal vendor is a plus.
• Proficiency with Word typing at 55 WPM and some knowledge of Excel and agility with Canva to design and post marketing materials on social media is desirable. Some experience with Salesforce, Hub Spot, or other CRM platform is a plus but is not required.
• Reliable transportation is a must for travel to off-site client meetings and industry-specific functions within Los Angeles and Orange County.

Salary, Benefits & Perks

The base compensation range for the position is $65,000-$80,000 depending upon educational background and relevant experience. In addition to base salary, the company provides performance-based monthly commissions, medical and dental benefits, and allows new employees to accrue twelve (12) days of PTO annually, up to a maximum of fifteen (15) days. We have paid holidays which are listed in our company handbook. Our office is located in an A-Class office building in South Coast Plaza (Costa Mesa), which is one of the most desirable areas to live, work and shop!

Location

This is a hybrid position, typically working 2-3 days per week in the field with customers and attending industry events. Collaboration with our team would occur on-site at our HQ in Costa Mesa (South Coast) 1-2 days per week working both individually and jointly with our in-house team. You must have reliable transportation with insurance and a valid driver’s license.

Workdays: M-F (some weekend availability required for industry events)

Hours: Full-time

Pay Range: $65,000-$80,000 (base)

CaseAdvance is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.