Client Concierge & Sales Specialist

Job Description

Job Description

Help Families Take an Important Step and Build a Career You’re Proud Of

Are you an accomplished salesperson who knows that the best sales conversations don’t feel like sales?

Do you have the warmth to make people feel comfortable, the confidence to guide a decision, and the drive to turn meaningful conversations into measurable results?

At Safe Harbor Estate Law, we are looking for a Client Concierge & Sales Specialist who can create an exceptional experience for prospective clients from the moment they first connect with our firm.

This is more than a traditional sales position. This is a position with NO cold calling. Sales people perform consultative 90 minute meetings with prequalified potential clients. You will serve as a trusted guide for individuals and families who may be facing complicated, emotional, or deeply personal decisions involving estate planning, elder law, long-term care, and the protection of everything they have worked to build.

Your role is to listen carefully, understand what matters most, clearly communicate how we can help, and confidently guide prospective clients toward the right next step.

You’ll join a growing, award-winning firm known for excellent client service, strong systems, genuine teamwork, and a warm culture where people are encouraged to learn, contribute, and advance.

If you are motivated by goals but never lose sight of the person behind the conversation, you may be exactly who we’re looking for.

Experience in legal services, financial services, senior care, healthcare, real estate, insurance, or another high-trust professional service environment is valuable but not required. The ability to build relationships, communicate value, and guide thoughtful decisions matters most.

We are a fast growing firm, growing at a rate of 30% year to year with three offices metro wide. Candidates will work out of our three office locations: Wayzata, Little Canada, and Burnsville.

In addition to base salary, this position offers monthly performance-based bonuses tied to sales, with first-year bonus earnings averaging starting at $20,000 annually and significant growth potential. Eligible employees also receive wellness and home office reimbursements valued at up to $7,800 per year .

In order to apply, please send an email to View email address on ziprecruiter.com with your resume and cover letter. Please make the subject line of the email the dollar value in sales that you have made within the last 12 months.

$75,000 - $105,000 yearly

  Create an Exceptional Prospective Client Experience

• Conduct consultative sales conversations with prospective new clients.

• Help individuals and families feel heard, understood, and confident in their decision.

• Ask thoughtful questions to understand each prospective client’s concerns, needs, priorities, and sense of urgency.

• Clearly explain the value of the firm’s services and what clients can expect when working with Safe Harbor.

• Guide qualified prospective clients toward retaining the firm when our services are the right fit.

• Create a warm, organized, and reassuring experience throughout the decision-making process.

• Handle sensitive conversations with empathy, professionalism, discretion, and confidence.

Convert Opportunities Into Clients

• Own the prospective client relationship from consultation through retention.

• Conduct timely, thoughtful, and strategic follow-up with prospective clients who are not ready to move forward during their initial consultation.

• Overcome hesitation without pressure by providing clarity, addressing concerns, and helping people make informed decisions.

• Consistently work toward individual conversion, revenue, follow-up, and activity goals.

• Maintain momentum with prospective clients while respecting the emotional and financial significance of their decisions.

• Re-engage qualified prospects who previously expressed interest but did not retain the firm.

Be a Client Concierge

• Serve as a welcoming and knowledgeable point of connection between prospective clients and the legal team.

• Anticipate questions and help prospective clients understand what happens next.

• Ensure smooth, thoughtful handoffs after a client chooses to work with the firm.

• Look for opportunities to improve the client journey at every stage.

• Help each person feel cared for—not processed.

• Support Care Calls and relationship-building outreach that strengthens long-term client loyalty.

• Build relationships with VIP contacts and help personalize outreach, engagement, and gifting based on their needs and preferences.

Own the Process and the Numbers

• Maintain accurate, complete, and timely records in the firm’s CRM.

• Track consultations, follow-up activity, conversion rates, referral sources, and revenue outcomes.

• Use data to identify what is working and where the prospective client experience can improve.

• Follow established sales and client-service processes consistently.

• Communicate trends, objections, client feedback, and growth opportunities to firm leadership.

• Collaborate with attorneys, intake, marketing, and operations to strengthen the entire client journey.

What Success Looks Like

In this role, you will be successful when:

• Prospective clients feel heard, respected, and genuinely cared for.

• Qualified prospects clearly understand the value of working with Safe Harbor.

• Follow-up is prompt, personal, organized, and consistent.

• Conversion and revenue goals are achieved or exceeded.

• CRM records are complete and reliable.

• Attorneys receive well-prepared clients who understand the next step.

• Referral partners feel valued and remain connected to the firm.

• You actively contribute ideas that improve the sales process and overall client experience.

You May Be a Great Fit If You:

• Have a proven record of success (2+ years) in consultative, relationship-based sales.

• Know how to connect with people quickly and earn their trust.

• Are comfortable asking for the business and helping someone reach a decision.

• Can balance empathy with confidence, persistence, and personal accountability.

• Listen closely and communicate complex information in a reassuring, easy-to-understand way.

• Are energized by measurable goals, performance incentives, and visible results.

• Follow up consistently without making people feel pressured.

• Are highly organized and comfortable managing multiple conversations at different stages.

• Pay close attention to details and document your work accurately.

• Are comfortable working with CRM platforms, activity metrics, and structured sales processes.

• Respond well to coaching and want to continue developing your skills.

• Bring positive energy to your work and enjoy being part of a collaborative team.

• Treat confidential and emotionally sensitive information with care and discretion.

• Have a bachelor's degree from an accredited college or university preferred; high school diploma or equivalent required.

Safe Harbor Estate Law helps MN and WI families protect what matters most through estate planning, elder law, asset protection, Medicaid planning, probate, and related services. Our culture is guided by five core values:

• Caring: We treat every person with respect and kindness and seek to add value in every interaction.

• Integrity: We earn trust through integrity & quality..

• Legacy: We believe every person has a unique purpose and the ability to make a lasting impact.

• Family: We value communication, teamwork, unity, and long-term relationships

• Growth: We invest in ongoing learning and a better future

Benefits

• Medical, dental, and vision insurance with 90% employer-paid coverage for employees and their families

• 100% employer-paid life and disability insurance

• 401(k)

• Paid time off and paid holidays

• Wellness reimbursement

• Home-office reimbursement

• Flexible scheduling

• Team-building activities and firm celebrations

• $1,000 sign-on bonus