Client Solutions Specialist

Job Description

Job Description

Estate Planning & Elder Law

Full-Time | In Office | St. Charles County, Missouri

Help Families Protect What Matters Most

Some sales roles are about selling products.

This one is about helping families make some of the most important decisions of their lives.

Polaris Estate Planning and Elder Law is growing, and we're looking for an exceptional Client Solutions Specialist who can build trust quickly, guide meaningful conversations, and confidently help prospective clients take action.

Every consultation represents someone who has already decided that estate planning or elder law may be right for them. They simply need the right professional to educate them, earn their confidence, and guide them toward the best solution.

If you're a consultative sales professional who enjoys building relationships, asking thoughtful questions, and confidently closing business that genuinely improves people's lives, we'd like to meet you.

Why Polaris Estate Planning and Elder Law?

At Polaris Estate Planning and Elder Law , our mission is simple:

No Family Left Unprepared.

We help families protect the people they love through thoughtful estate planning and elder law solutions.

That means our Client Solutions Specialists don't sell documents—they help families gain peace of mind through thoughtful guidance and trusted recommendations.

You'll work alongside experienced attorneys and an outstanding support team in a firm that values professionalism, collaboration, accountability, and continuous growth.

This is an opportunity to make a meaningful impact while building a rewarding career with significant earning potential.

Compensation & Benefits

We offer a competitive compensation package that rewards performance, including:

• $50,000 base salary plus performance incentives, with top performers earning $100,000–$150,000+ annually
• Paid time off
• Professional development and coaching
• Supportive, team-oriented culture
• Opportunities for career growth

If This Sounds Like You...

If you're looking for more than another sales job—and want to build a career helping families while being rewarded for exceptional performance—we'd love to hear from you.

Join Polaris Estate Planning and Elder Law and help ensure No Family Left Unprepared.

$100,000 – $150,000+ yearly total compensation

What You'll Do

You'll serve as the primary advisor during prospective client consultations, helping families understand their options and confidently move forward.

Responsibilities include:

• Conduct scheduled consultations with prospective clients.
• Build trust through thoughtful questions, active listening, and education.
• Recommend estate planning and elder law solutions based on each family's goals.
• Confidently ask for the business when the solution is the right fit.
• Maintain disciplined follow-up with prospective clients who need additional time.
• Track consultations, opportunities, and conversion metrics within our CRM.
• Build and strengthen relationships with referral partners throughout the St. Louis region.
• Collaborate closely with attorneys, intake, and operations to create an exceptional client experience.
• Represent Polaris Estate Planning and Elder Law with professionalism, integrity, and credibility.

What Makes You Successful

You thrive if you:

• Enjoy meeting new people and quickly building genuine trust.
• Are comfortable leading conversations involving both emotional and financial decisions.
• Have a proven history of consultative sales success.
• Know how to ask for the business naturally and confidently.
• Follow up consistently without needing to be reminded.
• Take ownership of your results.
• Are coachable and always looking to improve.
• Present yourself professionally and communicate with confidence.

Preferred Experience

Successful candidates often come from backgrounds such as:

• Financial Services
• Wealth Management
• Insurance
• In-Home Sales
• Business Development
• Professional Services
• Healthcare Sales
• Real Estate
• High-ticket consultative sales

Legal experience is not required. Proven consultative sales success is.

Your ability to build trust, solve problems, and close business is what matters most.

Polaris Estate Planning & Elder Law serves families across the St. Louis metro area through estate planning, elder law, probate, and long-term care planning.

Our mission is simple: No Family Left Unprepared.

We do not just prepare documents. We build lasting plans and lasting relationships -- with clients and with the professionals who trust us to serve their families well. The work we do matters.

The people who do it well here know that, and they earn accordingly.

We are a growth-minded firm that takes both performance and professionalism seriously. Our team members are supported, challenged, and rewarded for results.

If that sounds like the right environment for you, we want to hear from you.