Client Solutions Specialist
Polaris Estate Planning and Elder Law, Creve Coeur, MO, United States
Description
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.
Responsibilities
• 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
Qualifications
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.
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.
Responsibilities
• 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
Qualifications
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.