Client Relationship Specialist
Nelson Elder Care Law LLC, Marietta, GA, United States
Client Relationship Specialist
Are you ready to join a team that truly makes a difference in people's lives? At Nelson Elder Care Law, we are passionate about serving others with dedication, integrity, and teamwork. We believe that strong relationships are the foundation of trust, and trust is the cornerstone of everything we do. As a Client Relationship Specialist, you'll play a key role in helping families navigate important decisions. We are looking for someone who has a successful track record using a consultative sales (B2C) approach without a hard sales mentality. In this position, you will be responsible for conveying the importance of estate planning and probate services to potential clients, encouraging them to take action to enhance their lives! Please note that while this is an individual contributor role, we are looking for someone who has previous experience training and coaching team members. If you're driven by making an impact and want to be part of a compassionate, high-performing team, we'd love to hear from you! Responsibilities
The primary responsibilities are: Meet with potential new clients, earn their trust, educate them, and successfully convert them to clients. What You Will Do:
Engaging in meaningful conversations with potential clients and referral sources for the purpose of describing how our legal services can help them. These may be done in person, by phone, or by Zoom. Maintaining contact with people considering elder law services to keep the door open for them to walk through when they are ready. Assuring potential clients that the Firm is able to help them, showing compassion, and explaining how we can improve their lives. Working with other marketing professionals within the Firm to improve the marketing and sales funnel, improving the quality and volume of leads, and offering constructive feedback and suggestions for improvement based on "front-line" experience. Recommending improvements and deploying systems that run the sales process efficiently and profitably. Keep meticulous and comprehensive notes and client information within the CRM. Acting as the primary point of contact with new clients through the onboarding process. Qualifications
2+ years' experience in sales of products or services, luxury or high-end products and services is preferred. (B2C Required). A proven track record using a consultative sales approach is required. Education and/or work experience equivalent to a bachelor's degree in business, psychology, or communication is preferred. Strong capability and experience in consultative solutions selling. Experience with CRM, particularly reporting, is required. Experience with the Microsoft Office Suite is required. (Strong in Excel). Knowledge of the legal industry is helpful but not required. Compensation $60,000 Base + Bonus About Nelson Elder Care Law Nelson Elder Care Law was founded in 2014 to provide residents of Georgia with dependable counsel and representation in matters of elder law. We work with clients by offering legal and financial services and helping manage care for older family members. Nelson Elder Care Law protects families from the curveballs of life. Benefits: Medical, Dental, Vision Company-paid basic Life & Paid Disability Insurance 401(k) with company match Monthly Bonuses PTO & Paid holidays Free Estate Planning Paid trip after 5 years! Recognition, Events, Celebrations, and more!
Are you ready to join a team that truly makes a difference in people's lives? At Nelson Elder Care Law, we are passionate about serving others with dedication, integrity, and teamwork. We believe that strong relationships are the foundation of trust, and trust is the cornerstone of everything we do. As a Client Relationship Specialist, you'll play a key role in helping families navigate important decisions. We are looking for someone who has a successful track record using a consultative sales (B2C) approach without a hard sales mentality. In this position, you will be responsible for conveying the importance of estate planning and probate services to potential clients, encouraging them to take action to enhance their lives! Please note that while this is an individual contributor role, we are looking for someone who has previous experience training and coaching team members. If you're driven by making an impact and want to be part of a compassionate, high-performing team, we'd love to hear from you! Responsibilities
The primary responsibilities are: Meet with potential new clients, earn their trust, educate them, and successfully convert them to clients. What You Will Do:
Engaging in meaningful conversations with potential clients and referral sources for the purpose of describing how our legal services can help them. These may be done in person, by phone, or by Zoom. Maintaining contact with people considering elder law services to keep the door open for them to walk through when they are ready. Assuring potential clients that the Firm is able to help them, showing compassion, and explaining how we can improve their lives. Working with other marketing professionals within the Firm to improve the marketing and sales funnel, improving the quality and volume of leads, and offering constructive feedback and suggestions for improvement based on "front-line" experience. Recommending improvements and deploying systems that run the sales process efficiently and profitably. Keep meticulous and comprehensive notes and client information within the CRM. Acting as the primary point of contact with new clients through the onboarding process. Qualifications
2+ years' experience in sales of products or services, luxury or high-end products and services is preferred. (B2C Required). A proven track record using a consultative sales approach is required. Education and/or work experience equivalent to a bachelor's degree in business, psychology, or communication is preferred. Strong capability and experience in consultative solutions selling. Experience with CRM, particularly reporting, is required. Experience with the Microsoft Office Suite is required. (Strong in Excel). Knowledge of the legal industry is helpful but not required. Compensation $60,000 Base + Bonus About Nelson Elder Care Law Nelson Elder Care Law was founded in 2014 to provide residents of Georgia with dependable counsel and representation in matters of elder law. We work with clients by offering legal and financial services and helping manage care for older family members. Nelson Elder Care Law protects families from the curveballs of life. Benefits: Medical, Dental, Vision Company-paid basic Life & Paid Disability Insurance 401(k) with company match Monthly Bonuses PTO & Paid holidays Free Estate Planning Paid trip after 5 years! Recognition, Events, Celebrations, and more!