Client Solutions Specialist - Consultative Sales

Job Description

Job Description

Polaris Estate Planning & Elder Law

Creve Coeur, Missouri

Full-Time | In Office

Earn a Great Living Helping Families Make Important Decisions

You know how to lead a high-trust conversation.

You ask thoughtful questions, uncover what really matters, make a clear recommendation, and confidently ask for the business.

Polaris Estate Planning & Elder Law is looking for an accomplished consultative sales professional to meet with prospective clients and help them move forward with estate planning and elder law services.

This is not a cold-calling position.

Prospective clients come to us because they already recognize that their family may need help. Your responsibility is to understand their concerns, identify the right solution, communicate its value, and help them make a confident decision.

The conversations are meaningful. The expectations are high. The earning opportunity is significant.

The Opportunity

As a Client Solutions Specialist, you will lead scheduled consultations with individuals and families who are considering hiring our firm.

You will explore their family circumstances, goals, concerns, and potential risks. Working within our proven consultation process, you will then recommend the appropriate planning solution and ask the prospective client to move forward.

You are not selling legal documents.

You are helping families protect the people they love, preserve what they have built, and avoid leaving a preventable mess behind.

Success in this position requires empathy—but it also requires confidence, discipline, and the ability to close.

Why Polaris Estate Planning and Elder Law?

Polaris Estate Planning & Elder Law helps families prepare for some of life’s most important and difficult moments.

Our mission is:

No Family Left Unprepared.

We do more than prepare documents. We help clients build plans designed to work when their families need them most.

You will be supported by experienced attorneys, a dedicated intake team, and professionals responsible for guiding clients through implementation and ongoing plan maintenance. Your role is to help the right prospective clients take the first step.

We are a growing firm that values:

• Professionalism
• Accountability
• Compassion
• Continuous improvement
• Teamwork
• Measurable results

People who perform well here are supported, challenged, recognized, and rewarded.

Compensation & Benefits

• $50,000 base salary
• Performance-based incentive compensation
• Expected total compensation of approximately $100,000–$125,000 for successful performers
• Top performers have the opportunity to earn $150,000 or more
• Paid time off
• Professional sales training and ongoing coaching
• Supportive, team-oriented work environment
• Opportunities for professional and career growth
• Compensation is directly connected to performance. Candidates should be comfortable working in an environment where expectations and results are clearly measured.

Ready to Apply?

Apply today and tell us about your experience leading consultative sales conversations, making professional recommendations, and closing high-value services.

Join Polaris Estate Planning & Elder Law and help us ensure that no family is left unprepared.

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

What You Will Do

• Conduct scheduled consultations with prospective estate planning and elder law clients.
• Establish trust quickly and lead organized, purposeful conversations.
• Ask thoughtful questions that uncover the client’s concerns, motivations, and decision-making priorities.
• Recommend appropriate planning solutions based on each family’s circumstances.
• Clearly communicate the value of the firm’s services.
• Confidently ask prospective clients to hire the firm when the solution is a good fit.
• Present fees and payment options professionally and directly.
• Maintain consistent, disciplined follow-up with prospects who do not make an immediate decision.
• Accurately track consultations, opportunities, follow-up activity, and results in the firm’s CRM.
• Build relationships with financial advisors, CPAs, healthcare professionals, and other referral partners throughout the St. Louis region.
• Collaborate with attorneys, intake, client services, and operations to provide an exceptional client experience.
• Participate in coaching, role-play, performance reviews, and continuous sales improvement.

This Position May Be Right for You If You

• Have a demonstrated record of success in consultative or high-ticket sales.
• Know how to build rapport without losing control of the conversation.
• Are comfortable discussing emotional, personal, and financial concerns.
• Ask meaningful questions rather than immediately launching into a presentation.
• Can make a strong professional recommendation based on what you hear.
• Are comfortable discussing fees and asking for a decision.
• Follow up consistently without needing reminders.
• Take personal ownership of your pipeline, conversion rate, and results.
• Respond well to coaching and actively work to improve.
• Communicate with warmth, confidence, and credibility.
• Want your work to have a meaningful impact on the people you serve.

This Position Is Probably Not Right for You If You

• Avoid asking directly for the business.
• Believe good service means waiting for the prospect to make the next move.
• Prefer to educate rather than recommend.
• Are uncomfortable being measured against sales and conversion goals.
• Need frequent reminders to complete follow-up.
• Become defensive when receiving coaching or reviewing your performance.
• Are looking for a remote or primarily administrative position.

Relevant Experience

Successful candidates may come from backgrounds such as:

• Financial services
• Wealth management
• Insurance
• In-home sales
• Healthcare sales
• Professional services
• Real estate
• Business development
• High-ticket consumer services
• Other consultative sales environments

Legal experience is not required.

We can teach you about estate planning and elder law. We cannot teach personal drive, emotional intelligence, follow-through, or the willingness to confidently ask for the business.

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.