Client Engagement & Sales Specialist
$60kWizehire
Kristine Romano Law | Northborough & Natick, Massachusetts (Hybrid Opportunity) Help Families Protect What Matters Most Some sales roles are about volume. This one is about impact. At Kristine Romano Law, every conversation you have represents a family making one of the most important decisions of their lives, protecting their legacy, caring for aging loved ones, and creating clarity for the future. We are not a high‑pressure sales environment; we are a trust‑driven, relationship‑first firm where clients come to us during meaningful life moments, and your role is to guide them with confidence, empathy, and clarity. If you are someone who can build trust quickly, communicate value clearly, and confidently guide people to a decision that serves them, this is a rare and meaningful opportunity. Why This Role Is Different At Kristine Romano Law, we combine deep legal expertise with a human‑centered client experience. For nearly 20 years, we’ve helped families navigate estate planning, elder law, and long‑term care decisions with compassion and clarity. This role is not about selling legal services. It’s about helping people say yes to protecting their future. Why Join Kristine Romano Law Purpose‑driven work that truly changes families’ futures. A boutique firm environment where clients are never “just a number.” A team culture grounded in compassion, clarity, and professionalism. The opportunity to grow into a sales leadership or operations role. Work that aligns with meaning, not just metrics. Compensation & Benefits $60,000 base with opportunity to earn up to $100,000 with a bonus structure in place. Benefits Include Health insurance Dental insurance Vision insurance Life insurance Long‑term disability coverage 401(k) with employer matching Paid time off If You’re Ready for Something More If You Are Looking For a Role Where Your conversations matter. Your work has a real impact. Your success is tied to helping others make life‑changing decisions. This is your opportunity. Compensation $60,000 yearly base plus bonus. Responsibilities What You’ll Do Conduct consultation follow‑ups and guide prospects toward engagement. Clearly communicate the value of estate planning, elder law, and long‑term care planning services. Build trust through empathetic, confident, and consultative conversations. Follow up with leads via phone, email, and text in a structured, consistent manner. Track leads, conversions, and pipeline activity in CRM systems. Collaborate closely with attorneys and the intake team to ensure a seamless client journey. Identify opportunities to improve conversion rates and client experience. What Success Looks Like High conversion rates from consultation to signed client. Clients who feel heard, supported, and confident in their decision. Consistent, proactive follow‑up with every qualified lead. Strong collaboration with the legal team. A measurable impact on firm growth and client satisfaction. Qualifications Who You Are You are not just a salesperson, you are a trusted guide. Qualifications Have 3+ years of sales, intake, or client conversion experience (professional services preferred). Excel at consultative sales, not transactional selling. Know how to balance empathy with confidence. Communicate clearly, calmly, and professionally, even in emotional conversations. Are highly organized and consistent with follow‑up. Take ownership of your pipeline and results. Thrive in an environment where the quality of conversation matters more than quantity. Bonus If You Have Experience in legal, financial services, healthcare, or estate planning. CRM experience (Clio, Smokeball, or similar). A background in intake or client experience roles in a law firm. About Company At Kristine Romano Law, we help individuals and families plan for the future and navigate important life transitions with confidence. Our practice focuses on estate planning, probate administration, elder law, guardianships, and long‑term care planning. We understand that clients often come to us during emotional and challenging times. Because of this, our team is committed to providing thoughtful legal guidance with professionalism, compassion, and clear communication. Our firm values a collaborative and respectful workplace where team members support one another and take pride in delivering high‑quality service. We are dedicated to helping families protect what matters most while creating a positive and professional experience for every client we serve. #J-18808-Ljbffr Wizehire
$60k
...Families Protect What Matters Most Some sales roles are about volume. This one is about... ...‑driven, relationship‑first firm where clients come to us during meaningful life moments... ...follow‑ups and guide prospects toward engagement. Clearly communicate the value of estate...Suggested- South-Middlesex-Opportunity-Council in Framingham, MA is seeking an Engagement Specialist to engage clients, perform assessments, and direct clients to appropriate resources. You will provide excellent customer service and assist clients with general information and seminar...SuggestedFull time
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...disciplined strategy and rigorous execution. We partner with clients who are leaders in their industries—professional services, expansive... ...data and analytics to refine content strategies and improve engagement. Serve as a role model for high standards and proactive...SuggestedFull timeRemote work$47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Marlborough, MA Marlborough, MA,... ...financial products. Our mission is to create engaged, lifelong relationships and put our... ...re proud to lead the U.S. in credit card sales and deposit growth and have the most‑used...SuggestedFull time- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...products. Our mission is to create engaged, lifelong relationships and put our customers... ...re proud to lead the U.S. in credit card sales and deposit growth and have the most‑used...Suggested
- ...Introduction At Gallagher, we help clients face risk with confidence because we believe... ...ensuring your work remains dynamic and engaging. As a program participant, you will: Work... ...Casualty license and Commercial Lines Coverage Specialist designation. As your experience and...Full timeTraineeshipWork experience placementInternshipLive outWork at officeLocal areaRemote workHome officeFlexible hours
$69k
...Job Description Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers... ...into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals...Remote jobWork from homeFlexible hours- ...independently owned and operated property & casualty insurance agency founded in 2006. We are a service-driven agency striving to exceed client expectations. We understand that the key to every successful business is the people that keep it running daily. That’s why Marshall...Work experience placementWork at office
$21 per hour
Channel Partners is seeking a driven Area Sales Specialist to help power our client’s retail program. As an LG Home Applicance Area Sales Specialist,... ...relationships with client and retail leadership while engaging store associates to strengthen brand advocacy and execution...Weekly payLocal areaFlexible hoursNight shift$15 - $18 per hour
...Client Service Representative Are you looking to join a team that values your ability to make personal connections? Are you eager to provide a compassionate first contact to pet parents in need? VCA Northborough Animal Hospital is seeking an Experienced Client Service...Part time- ...purpose and function of the Shift Lead is to perform the duties of a Client Service Coordinator, as well as provide continuity and... ...ensure quality medical care, exceptional client service, associate engagement and maximum productivity. Provide professional, efficient...Local areaAll shiftsShift workWeekend workAfternoon shift
$22 - $25 per hour
Client Experience Specialist / Customer Relations Associate Location: Marlboro, MA Company: Automotive Elegance (AE) Job Type: Full-Time | Hourly... ...with a team‑first attitude 1-3 years of customer service or sales experience preferred (retail or luxury experience is a...Hourly payFull time- ...accept and we’re looking for people who have a passion to take it on. Not just a job—a mission. Our commitment extends beyond our clients to our own employees. We foster a supportive and inclusive work environment where innovation thrives. By investing in our team’s...Work experience placementCasual workWork at officeFlexible hours
- ...and on-site requirements Vendor & stakeholder coordination: engagement with conference organizers, vendors and internal teams to... ...careers of our employees and strengthen the businesses of our clients. We are driven to use the power of our global network to connect...Work at office
$28 - $35 per hour
...offices, meeting rooms, and co‑working spaces to a diverse community of professionals. We’re looking for a polished, people‑first Client Services Manager who thrives in a fast‑paced, upscale environment. The Role You’ll be the face of WorkCentral — ensuring seamless daily...Part timeWork at officeMonday to Friday- ...Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free... ...coverage, review claims, secure existing business, and drive the sale of additional services and lines of coverage. Build and maintain...Full timeLive outWork at officeLocal areaFlexible hoursShift work
- ...Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free... ...coverage, review claims, secure existing business, and drive the sale of additional services and lines of coverage. Build and maintain...Full timeLive outWork at officeLocal areaFlexible hoursShift work
- ...Description Position Description As an Ad Sales Representative with Decided Excellence... ...owners all while maintaining ongoing client relationships to continue to grow your business... ...an instrument to draw people to a more engaged faith life. Position Type: Full-...Full timeFor contractorsLocal areaImmediate startWork from homeMonday to FridayFlexible hours
- A leading financial services firm is seeking a Private Client Advisor in Marlborough, MA. This role involves providing personalized financial planning and investment solutions to a diverse range of clients. Candidates should have at least 2 years of financial advisory...
- ...Sales Executive TTA is seeking a motivated and experienced Sales Executive to join our... ...and is passionate about helping clients solve business challenges through tailored... ...do. Responsibilities Identify and engage new business opportunities across a wide...Temporary workWork at officeFlexible hours
- ...Remote Client Support Representative - Travel About the job Remote Client Support Representative - Travel We are seeking a Remote Client Support Representative – Travel to assist clients throughout their travel journey. In this fully remote role, you will serve...Remote work
- ...of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide... ...and support tools ◾Represent the values of Service Over Sales, putting clients’ well-being first ◾Participate in incentive programs...Full time
- Shimadzu Scientific Instruments, Inc. is seeking a LCMS Sales Specialist in Marlborough, MA to promote and grow sales of their LCMS portfolio... ...Atlantic region, with a focus on building and maintaining client relationships. The ideal candidate holds a Bachelor’s degree...
- ...A veterinary healthcare provider in Sterling, MA is looking for a part-time Client Service Representative to join their dedicated team. The role involves creating a positive environment for clients and patients, handling scheduling and client inquiries, and maintaining...Part time
- Effortless travel solutions ETS is hiring a Client Experience Coordinator to provide professional support during travel planning. The ideal candidate will excel in communication and client service, ensuring satisfaction through personalized assistance. This fully remote...Remote work
- IPG Photonics in Marlborough is looking for a driven Inside Sales Representative to support the LightWELD product line. You will engage with customers, manage demonstrations, and coordinate across departments to ensure successful execution. This role offers a chance to...
- ...Crane Worldwide Logistics - 125 Goddard Memorial Drive - Responsibilities: Responds to orders, general client inquiries, invoice questions, and client complaints; Resolves issues with orders, delivery dates, or service; Resolves the client's complaint; determining the...Worldwide
$20 - $22 per hour
...ESSENTIAL FUNCTIONS Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms Scheduling and confirming appointments Placing outbound calls for follow-ups and reaching out to prospective clients Presenting...Full timePart timeWork at officeNight shift$17 - $20 per hour
...Overview VCA Sterling Animal Hospital is seeking a part time Client Service Representative to join our full service hospital in beautiful Sterling, MA. We are a caring, close knit, team that truly values each person’s individual skill and personality. We are proud to...Full timeTemporary workPart time- A leading energy solutions provider is seeking a Service Sales Representative HVAC to promote and renew service contracts. The ideal candidate... ...include identifying new sales opportunities, maintaining client pipelines, and conducting site assessments. Requires a four-year...Remote jobFull time
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