Case Specialist at Robinson and Casey, PLLC – Boca Raton, Florida

At Robinson and Casey, PLLC, we offer a unique opportunity to make a real impact through meaningful work. As a Case Specialist, you'll engage with families during critical times, guiding them through the complexities of the Marchman Act and Guardianship cases. This role is not about high-volume intake; it's about making a difference in people's lives with purpose-driven work. Our environment is structured and growth-focused, setting clear expectations to empower you in delivering life-changing legal interventions.

You'll need elite consultative sales skills to excel in this mission-driven role. We seek professionals who thrive in accountability-driven settings and can methodically follow our proven sales process, which boasts a 40%+ closing rate. You won't work alone; you'll have the support of our specialized legal team, enabling you to conduct case consultations, address concerns, and convert opportunities into retained matters. Our firm values professionalism, responsiveness, and compassion, offering competitive compensation and the chance to contribute to something truly meaningful. If you're ready to apply your high-trust sales expertise to work that truly matters, let's embark on this journey together.

What Makes This Role Different

• You are not cold calling. You are working with qualified, high-intent families.
• You are not selling a commodity. You are guiding families through life-changing legal interventions.
• You are not operating alone. You are supported by a specialized legal team and client concierge model.
• You are not transactional. You are consultative, empathetic, decisive, and trusted in moments that matter.

Core Responsibilities

Consultative Case Conversion

• Conduct scheduled case consultations with qualified prospective clients following intake.
• Quickly build trust and establish credibility with families in high-stakes situations.
• Clearly explain Robinson & Casey’s services in a structured, confident manner.
• Navigate objections thoughtfully while maintaining rapport.
• Confidently guide families to timely engagement decisions.
• Consistently achieve and exceed individual conversion and revenue targets.

Pipeline & CRM Discipline

• Maintain meticulous CRM documentation and follow-up cadence.
• Track all consultations, outcomes, and next steps in accordance with firm standards.
• Ensure no qualified opportunity goes cold.

Client Experience Excellence

• Set clear expectations with families regarding process and timelines.
• Partner closely with the Client Concierge team for seamless handoff post-retainer.
• Uphold the firm’s reputation for professionalism, responsiveness, and compassion.

Market Intelligence

• Provide feedback on objections, trends, and conversion barriers.
• Identify opportunities to strengthen messaging and positioning.

$60,000 - $150,000 yearly

The Case Specialist will conduct in-depth meetings with prospective new clients (PNCs) for the purpose of selling legal services. During these meetings, the Case Specialist will:

• Follow policies and procedures on how to communicate with PNCs in the most effective and compassionate manner.
• Collect information about the PNCs and the matters for which they are seeking the Firm’s help.
• Assure the PNCs that the Firm’s attorneys and staff will be able to help them.
• Show compassion and empathy for their situation.
• Provide a general description of the Firm’s services in the area where the PNC needs help.

The Case Specialist will oversee the client onboarding process:

• Create the Engagement Agreement and accept payment, interacting with the attorney for acceptance of the contract.
• Send emails to the appropriate parties within the firm to start a new case.
• The ability to collaborate effectively with our team is crucial, requiring passion and the skill to tailor solutions to meet clients' unique needs and objectives. Please note that this is an individual contributor role working closely with a team. No management responsibilities included.
• The Case Specialist will stay in contact with PNCs who do not appear for their consultation, and PNCs who do not sign up after their initial consultation, to keep the door open for them to come in when they are ready.
• The Case Specialist will keep detailed records regarding consultations.
• The Case Specialist will actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on “front-line” experience.

Training & Development Provided:

• Attend bi-weekly sales training.
• Weekly role play sessions to strengthen your skills.
• Call debriefs.
• 1:1 Coaching.
• Book club.

• 5 years of experience in sales of products or services, luxury or high-end products and services is required.
• Education and/or work experience equivalent to a bachelor’s degree.
• Strong interest in consultative solutions selling.
• Experience with CRM, particularly reporting, is required.
• Knowledge of the legal industry and/or behavioral health industry is an asset.

What We Offer

• Competitive compensation
• A structured, growth-focused environment with clear expectations
• Purpose-driven work
• The opportunity to contribute to something meaningful and well-run