Sales and Intake Specialist

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Are you a dynamic communicator with a passion for helping others? Do you excel at building relationships and guiding clients through important decisions? Zihmer Law Firm, a leader in trust and estate planning, is seeking a Sales and Intake Specialist to engage potential clients, assess their needs, and ensure a seamless onboarding experience.

Key Responsibilities:

• Conduct initial consultations to understand prospective clients' needs and determine fit.
• Educate potential clients on our services and effectively communicate the value we provide.
• Manage and track leads using our CRM system, ensuring follow-ups and timely communication.
• Collaborate with the legal team to provide a smooth transition from intake to client engagement.
• Support marketing efforts by identifying trends and feedback from prospects.
• Follow up with potential clients that have not yet engaged.

What We're Looking For:

• Exceptional communication and interpersonal skills.
• Sales experience, ideally in a legal or professional services setting.
• Ability to build rapport and instill confidence in potential clients.
• Previous experience in a B2B or service-based sales environment

Our Core Values in Action:

• Complete Ownership: You take responsibility for guiding prospects through the intake process with care and accuracy.
• The Golden Rule: You listen to clients' concerns with empathy and respect, ensuring they feel heard and valued.
• Excellent Client Experience: You provide a positive and informative first impression, setting the tone for an exceptional client journey.
• Bring Your A Game: You engage each potential client with enthusiasm and focus.
• Take It Further: You anticipate client questions, provide thorough information, and follow up to ensure satisfaction.

Compensation and Hours

The base salary for this position starts at $40,000 - $45,000. Additional performance-based compensation is available, tied to clearly defined goals and metrics related to business development and client engagement. We offer a 401(k) match and healthcare stipend. The firm offers 10 holidays per year, and it starts new employees at 15 days of PTO. This role is an in-office position at our McMurray location. Candidates must be available to work on-site Monday through Friday during business hours. We will also consider hybrid after an initial training period.

Job Type: Full-time

Pay: From $40,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Opportunities for advancement
• Paid time off
• Professional development assistance
• Retirement plan

Compensation Package:

• Performance bonus
• Uncapped commission

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Application Question(s):

• Do you have sales experience?

Work Location: In person