Client Solutions Specialist at Polaris Estate Planning and Elder Law – Creve Coeur, Missouri

Consultative Sales + Business Development

Polaris Estate Planning & Elder Law

Creve Coeur / St. Charles, Missouri

Full-Time | In-Office | Six-Figure Opportunity

Do you know how to lead a consultation, build trust quickly, and confidently ask for the business when the fit is clear?

Polaris Estate Planning & Elder Law is hiring a Client Solutions Specialist to join our growing team.

This is a consultative sales role for someone who is strong in the room, emotionally intelligent, highly organized, and comfortable guiding people through important decisions. You will meet with prospective clients who are already considering estate planning or elder law services and help them move forward with clarity and confidence.

These are not cold calls.

These are not transactional sales conversations.

These are scheduled consultations with families who are looking for guidance, direction, and a trusted recommendation.

The right person for this role knows how to combine empathy, structure, professionalism, and closing ability.

You must be comfortable leading high-trust conversations, making strong recommendations, and helping clients make a decision rather than drifting into endless “maybe later” follow-up.

This role also includes professional relationship development and networking in the community. You will help strengthen referral relationships over time while owning your consultation pipeline and performance.

If you are the kind of salesperson who wants meaningful conversations, real earning potential, warm opportunities, and a respected role inside a serious growth-minded firm, this may be the right fit.

Compensation

• Base salary: $45,000 - $55,000
• Performance bonuses
• Most successful team members earn $100,000–$125,000 in year one
• Top performers can exceed $150,000+

If you are a strong consultative salesperson who wants to do meaningful work, earn well, and be part of a serious team, we want to hear from you.

$125,000

• Lead scheduled consultations with prospective clients
• Build trust quickly and guide families through important planning decisions
• Make clear, professional recommendations based on the client’s needs
• Confidently ask for the business when the fit is right
• Maintain disciplined follow-up with prospective clients who have not yet decided
• Track pipeline activity, conversions, and referral opportunities in CRM systems
• Work closely with intake, attorneys, and staff to ensure a strong client experience
• Build and maintain relationships with referral partners and professionals in the community
• Represent Polaris in a polished, credible, and relationship-driven way

What Success Looks Like

• You run strong consultations and help clients reach decisions
• You are proactive, organized, and consistent with follow-up
• You take ownership of your numbers and pipeline
• You build trust without becoming passive
• You contribute to both immediate revenue and long-term referral growth

You may be a fit if you:

• Have a strong background in sales, consultations, or business development
• Have personally been responsible for asking for and winning the business
• Are empathetic, but not hesitant
• Can move naturally between emotional conversations and financial decisions
• Are highly organized and disciplined with follow-up
• Are coachable, accountable, and motivated by performance
• Present with confidence, credibility, and professionalism
• Build relationships naturally and maintain them over time

Backgrounds that often do well in this role:

• Consultative sales
• Financial services
• Insurance
• In-home sales
• Business development with closing responsibility
• High-trust professional services sales

Legal experience is not required.

Closing ability, professionalism, and sales discipline are.

Polaris Estate Planning & Elder Law serves families in St. Charles, Creve Coeur, and surrounding Missouri communities through estate planning, elder law, probate, asset protection, and long-term care planning.

Polaris helps families make wise legal and life decisions before a crisis forces them to.

We do not just prepare documents. We help families protect their future, preserve what they have built, and care well for the people they love most.

Why Join Polaris?

• Warm, consult-driven opportunities
• A respected role in a meaningful practice area
• Real six-figure income potential
• Strong team support
• A chance to do work that matters to families
• A growth-minded firm that values both performance and professionalism