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Client Services Sales Representative

Company: Shupe Dhawan
Location: Fort Lauderdale
Posted on: March 21, 2023

Job Description:

We are looking for the right person to be the first point of contact with prospective clients of our firm. We are looking for a person who is great with the public and also knows how to get someone to sign up for legal services. No law firm experience is required, just a desire to learn and bring your skills for work for our firm. These are warm leads that require nurturing.

The Sales Representative is responsible for consulting with new clients and ensuring they are onboarded with the firm properly. The position's main responsibility is to meet with new potential clients and introduce the potential client to the firm and our services. This person is one of the first people a prospective client meets, so this person should be articulate and present professionally on behalf of the firm. You will be selling our legal services directly to the clients.

You must be able to convert inbound prospects into hiring our firm. You will need to develop, nurture and enhance new and existing relationships with clients. Part of your role will be checking in with prior clients to just touch base with them after a file is closed.

Our law firm practices statewide in all counties in the State of Florida. Our firm is growing at a rapid pace and we need a great person to fill this role to help the firm grow.

You need to be able to relate to people and be sympathetic to their legal situation as you're going to spend a lot of time meeting with prospective clients in person and on the phone talking to these kinds of people:

--- People who have had a death in the family
--- People who have incapacitated family members
--- People who have property damage to their homes and the insurnace company hasn't paid their claim

Why would you work for us? Here are some of the reasons you might have:

--- You want to be part of a team that delivers results and helps people during difficult and stressful times in their lives
--- You want to be challenged by the work you're doing
--- You want to work with people you actually like
--- You want to work with a team that cares about what they do
--- You want to work with other people who enjoy what they do every day
--- You have hopes, goals, and dreams for yourself, and would be inspired by spending time with like-minded people
--- You can find passion and purpose in helping to accomplish a greater mission
--- You want to make a difference in the lives of others

The Sales Representative's primary duties are:
--- Handle initial consultations with potential clients and get clients to retain the law firm.
--- Must be articulate, client-oriented, caring, and responsive to client calls and emails.
--- Meet monthly quota in converting potential clients to retained clients.
--- Answer any non-legal questions raised by potential clients regarding filling out forms, sending documents to the firm, signing legal services agreements, or any other matter involving the potential client's pre-engagement relationship with the firm.
--- Maintain accurate records to track the number of potential clients who contact the firm, the number who come in for initial consultations, and the number who engage the firm.
--- Update the lead management system with details of all interactions with prospects and clients in a timely manner.
--- Prepare a weekly report to the Managing Attorney summarizing the status of all referrals.
--- Contact potential clients who do not retain us after their initial consultation to keep the door open for them to retain us when they are ready.
--- Following up with potential clients who said "no" initially and with current clients to conduct quality control calls and interviews.
--- Contact past clients to express care and concern about their lives and offer additional assistance, as needed.
--- Assess new potential clients and determine based on objective and subjective criteria which of these should offer to be retained.
--- Coordinate networking meetings with firm partners and potential referral sources.
--- You will work closely with the firm partners, the marketing department, and administration.

--- Works closely with the Client Relations Specialist (intake personnel) to ensure the prospective client and onboarding of new client process is a smooth and professional process.
--- Must be confident, articulate, compassionate, and comfortable representing the firm while emailing and/or speaking with potential clients and clients.
--- Must be friendly and enjoy working with the public on a daily basis.
--- Must understand how to sell services and how this differs from selling products. We are a service industry.
--- Onboarding new clients following up with them to make sure they have completed necessary paperwork to open a file and that they are not lost in the onboarding process.
--- You must be self-motivating and self-directed to achieve your professional goals and the firm's goals.
--- Must have sales and/or direct client relations experience.
--- The right candidate should have education and/or work experience equivalent to a Bachelor's Degree.
--- You do not need to have experience working in a law firm or selling legal services, just experience in selling services.
--- Strong organizational skills are a must as you will be responsible for managing your own work with little oversight. We provide CRM and other software to assist with this process.
--- The position will have weekly, monthly, quarterly, and annual sales goals that must be met for bonuses.
--- This is an in-office position as you will need to meet with people in person in the office.

About Company:
We're Shupe Dhawan, a boutique law firm located in Fort Lauderdale. The right person will want to be part of a team that delivers results and helps people during difficult and stressful times in their lives. -You want to be challenged, not bored, by your work. -You want to work with other people who enjoy what they do every day. -You have hopes, goals, and dreams for yourself, and would be inspired by spending time with like-minded people. -Finally, you can find passion and purpose in helping to accomplish a greater mission.

Benefits include:

16 days of paid PTOMinimum of 8 days paid holidaysHealth, dental, and vision insurance401(k) after 1 year of employment


Keywords: Shupe Dhawan, Fort Lauderdale , Client Services Sales Representative, Sales , Fort Lauderdale, Florida

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