Inside Sales Representative

Job Description

Job Description

Do you love helping people and changing their lives for the better?

Do you care to provide value in the world?

Do you see sales as an opportunity to help?

Are you okay with asking questions that help people break through excuses, mindset issues, and clear confusion in order to make decisions so they may have a better future?

Are you genuine and caring?

Do you love a fast-paced and challenging day?

If this sounds like you, then you may be our next team member. We’re a fast-growing firm and looking for a driven Client Engagement Specialist (salesperson) ready to take the next step in their career. We believe that by helping others and providing value, we create a better world. We want you to succeed and meet your personal, professional, and financial goals.

The primary functions are to conduct initial consultations with prospective new clients, convert them to clients, and successfully onboard the new client to the legal team.

Benefits:

• IRA contributions by the firm whether or not the employee contributes

• Health insurance stipend

• Paid holidays, PTO, and vacation

• Bonus
  

Reasons to work at the Firm:

• An estate plan for you and your spouse/partner at no cost

• The ability to grow personally, professionally, and financially with a local firm

• The opportunity to grow with the company

• You get to work for a business owner who emphasizes a healthy work/life balance

• Awesome espresso, cappuccinos, and lattes in-house (better than Starbucks)

• Work for a firm that values your input, listens to your ideas, and works with you to help awesome clients achieve their goals

Compensation:

$50,000 yearly base plus bonus incentive

Responsibilities:

• Update customer database regularly to provide the most up-to-date client information to the sales team
• Expand the clientele by finding new business opportunities within specific geographies
• Track performance goals and key sales metrics on a monthly and quarterly basis to make sure company goals are achieved

In accordance with the ethical rules governing lawyers, the Salesperson will not provide legal advice, quote a fee (however, the Salesperson may share a fee that has been determined by the Owner), or enter into an engagement with a client. The Salesperson will prepare prospective clients for entering into an engagement with the Firm or other designated attorney by obtaining the client’s signature and then receiving an attorney’s approval.

The Salesperson will conduct in-depth meetings with Prospective New Clients (PNCs) for the purpose of selling legal services. During these meetings, the Salesperson will:

• Follow policies and procedures on how to communicate with PNCs in the most effective manner.

• Collect information about the PNCs and the matters for which they are seeking the Firm’s help.

• Assure the PNCs that the Firm’s attorneys and staff will be able to help them.

• Show compassion for their concerns.

• Provide a general description of the Firm’s services in the area that the PNC needs help.

The Salesperson will oversee the client onboarding process:

• Create the Engagement Agreement and accept payment, interacting with the attorney for acceptance of the contract.

• Send emails to appropriate parties within the firm to start a new case.

• Follow up with clients 5 days after being hired and verify that the onboarding team has accomplished their duties.

• Follow up with clients 15 days after being hired to ensure they are receiving great client support and answer any of their current concerns.

• The Salesperson will stay in contact with PNCs who do not appear for their consult, and PNCs that do not sign up after their initial consultation to keep the door open for them to come in when they are ready.

• The Salesperson will keep detailed records about the number of PNCs that contact the firm, the number that are scheduled for the initial consultation, come in for initial consultations, the number that engage the firm, and other associated metrics (referral source, average case value, etc).

• The Salesperson will actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on “front lines” experience.

• The Salesperson will assist the attorney and team at in-person seminars in obtaining appointments for consultations and following up.

Qualifications:

• Must have a valid U.S. driver’s license and be able to travel by car
• Proven track record of at least 2 years of experience in a sales position or related field
• Working knowledge of the sales process and CRM software
• Great time management, interpersonal, and communication skills, both written and verbal
• High school diploma required, bachelor’s degree preferred

• Knowledge of the legal industry is an asset.

• Word and Adobe are required.

• HubSpot experience is a plus.

• Real-life experience and a few “battle scars” to give you empathy and understanding are an asset.

• Experience overcoming a major obstacle in life and making an important change in your life, so you know at your core that others can do it too, is a plus.

Submit your resume and cover letter as attachments to View email address on us.fitly.work. Please explain how you have at least 5 years of experience working in sales of products or services, luxury or high-end products and services. Please be sure to write your first name spelled backward in the subject line of the email, followed by salesperson, e.g., ADNELG, salesperson.

About Company

We take excellent care of clients, provide peace of mind, help protect our people, and keep the court system from interfering in clients' lives!

We celebrated our 12th anniversary in 2026.