Sales Representative at Elder Law Guidance – Richmond, Kentucky

Join Elder Law Guidance as a Sales Representative and be part of a team that truly prioritizes the client experience and staff well-being. Here, we focus on empowering clients through attentive care, ensuring they feel supported at every stage. In return, you'll thrive in a workplace that values your personal growth, offering no overtime or weekend calls, so you can maintain a healthy work-life balance. Our commitment to your professional development includes quarterly retreats, weekly meetings, and continuous training and coaching.

You'll play a key role in connecting clients with our legal services, helping them navigate their needs with confidence and trust. We believe in excellence without compromise, and you'll be supported every step of the way as you contribute to happier clients and a better workplace. To ensure this role is the right fit for you, we ask that you complete a survey and a second assessment before we meet face-to-face. If you're ready to join a team that values both client satisfaction and your personal well-being, we encourage you to apply.

This position is only for all-star salespeople who can both sell legal services and cultivate new relationships to generate new leads. We provide training in what you need to know to best help our clients, and for the right person this will be a highly rewarding position personally, professionally, and financially.

$45,000 yearly + Bonuses

• Engage with potential clients to understand their unique legal needs and offer tailored solutions.
• Collaborate with our legal team to ensure seamless service delivery and client satisfaction.
• Maintain accurate records of client interactions and follow-ups in our CRM system.
• Participate in weekly team meetings to share insights and strategies for improving client engagement.
• Stay informed about industry trends and legal updates to provide clients with the most relevant information.
• Develop and nurture long-term relationships with clients to foster trust and repeat business.
• Contribute to the team's growth by sharing best practices and supporting colleagues in achieving their goals.
• Extensive follow up with potential new clients who have not yet retained us
• Maintain a tracking system to monitor leads, new clients, and referral sources
• Oversee the smooth transition of new cases to the legal team

• Experience in sales, preferably within the legal industry, to effectively engage with potential clients.
• Ability to understand and address unique client needs, offering tailored legal solutions.
• Proven track record of maintaining accurate client records and follow-ups using CRM systems.
• Strong collaboration skills to work seamlessly with our legal team, ensuring client satisfaction.
• Excellent communication skills to participate actively in team meetings and share valuable insights.
• Proficiency in staying informed about industry trends and legal updates to provide relevant client information.
• Ability to develop and nurture long-term client relationships, fostering trust and repeat business.

Our ideal candidate will:

• Discover the priorities, needs and values of the potential client
• Understand how to build a relationship with a person
• Show the ability to interact with different types of personalities
• Show empathy to potential clients and put them at ease during a difficult time
• Know how to close a sale by creating urgency and promoting value
• Can sell luxury, high dollar sevices
• Demonstrate exceptional communication skills, both over the phone and in writing
• Think on their toes and not be discouraged when things don’t go as planned
• Be willing and able to quickly learn about new topics (like the estate planning system
• Treat a call or meeting at 4:30 on a Fri. with the same care and compassion as one on Mon. morning
• Follow instructions and understand the importance of policies and procedures
• Be a team player that consistently acts with respect and integrity
• Be tech savvy (we use Apple computers; specialized cloud-based software; and case mgt. software)

We care about clients, not just their cases. Our policies ensure clients receive care and attention at every stage, and when personal needs arise, we do our best to help. This leads to happier clients and a better workplace.

We prioritize both client experience and staff well-being. No overtime or weekend calls are expected, but excellence is required. Team members participate in quarterly retreats, weekly meetings, training, and coaching.

We will ask you to complete a survey and 2nd assessment before meeting face-to-face. We do this to ensure that you are a good fit for the position you are applying afor nd that you will be happy and invigorated in your role. If you do not wish to complete the next steps, please do not apply.