Client Engagement & Sales Specialist

Job Description

Job Description

Client Engagement & Sales Specialist

Help Families Protect Their Legacy. Build a Career That Makes a Difference.

Location: Northborough & Natick, Massachusetts (Hybrid)

Some people sell products.

At Kristine Romano Law , you'll help families make one of the most important decisions they'll ever make, protecting the people they love, preserving their assets, and planning confidently for the future.

Every conversation you have can provide peace of mind to someone facing life's biggest milestones or challenges. Whether they're planning for retirement, protecting their children, or navigating elder care, you'll be the trusted guide who helps them take the next step.

If you're a relationship-builder who thrives on meaningful conversations rather than high-pressure sales tactics, we'd love to meet you.

Why You'll Love Working Here

For nearly 20 years, Kristine Romano Law has earned a reputation for compassionate legal guidance in estate planning, elder law, special needs planning, and long-term care planning.

We're a boutique law firm that believes every client deserves exceptional care, clear communication, and trusted guidance. Our culture is built on empathy, collaboration, integrity, and excellence.

Here, success isn't measured by how many calls you make.

It's measured by the families you help.

Compensation:

$60,000 yearly base plus bonus

Responsibilities:

What You'll Do

As the Client Engagement & Sales Specialist, you'll be the bridge between prospective clients and the legal solutions that can change their future.

You'll:

• Build meaningful relationships with prospective clients through consultative conversations
• Follow up on consultations and guide families through the decision-making process
• Clearly communicate the value of estate planning and elder law services
• Help clients feel confident, informed, and supported every step of the way
• Maintain consistent communication through phone, email, and text
• Manage your sales pipeline and client journey using CRM systems
• Partner closely with our attorneys and intake team to deliver an exceptional client experience
• Identify opportunities to improve client satisfaction and conversion rates
• Contribute directly to the continued growth of our firm

Who You Are

• You genuinely enjoy helping people.
• You listen first, build trust naturally, and guide conversations with confidence and empathy.
• You don't believe in pressure; you believe in providing value.

Qualifications:

We're looking for someone who has:

• 3+ years of experience in sales, client engagement, intake, or business development
• A consultative sales approach focused on relationships rather than transactions
• Exceptional communication and active listening skills
• Confidence in discussing sensitive topics with compassion and professionalism
• Strong organizational and follow-up skills
• A results-driven mindset with personal accountability
• The ability to build trust quickly and authentically

Bonus Points If You Have

• Experience in estate planning, elder law, legal services, financial services, healthcare, or insurance
• Experience using CRM systems such as Clio, Smokeball, or similar platforms
• Previous law firm intake or client experience

What Success Looks Like

You'll thrive in this role when you:

• Consistently convert consultations into engaged clients
• Create an outstanding experience where every prospective client feels heard and valued
• Maintain proactive and organized follow-up
• Collaborate seamlessly with attorneys and team members
• Contribute to both firm growth and exceptional client satisfaction

Compensation & Benefits

Base Salary: $60,000 annually

On-Target Earnings: Up to $100,000+ through a generous performance-based bonus structure.

Comprehensive Benefits Include

• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Long-Term Disability Coverage
• 401(k) with Employer Match
• Paid Time Off
• Hybrid Work Environment
• Professional Development & Growth Opportunities

Why Join Kristine Romano Law?

We're building something special.

You'll join a supportive, collaborative team that genuinely cares about one another and the families we serve.

You'll have the opportunity to:

• Make a meaningful impact every single day
• Build trusted relationships instead of making cold sales
• Grow into leadership, business development, or operations roles
• Work alongside experienced attorneys committed to excellence
• Be part of a firm where compassion and professionalism go hand in hand

This is more than a career.

It's an opportunity to help families create security, preserve their legacy, and find peace of mind.

Ready to Make an Impact?

If you're looking for a career where your ability to connect with people truly matters, and where your success is measured by the lives you improve, we'd love to hear from you.

Apply today and become part of a team that's helping families protect what matters most.

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.