Client Advisor

Job description:

Job Title: Consultative Sales Position for legal services (Non-Attorney Sales Professional)

Company: Perigon Legal Services, LLC

Position Overview

Perigon Legal is seeking a high-performing Client Advisor to serve as the first point of contact for prospective clients. This role is responsible for guiding individuals and families through the initial stages of engaging our firm, ensuring a seamless, professional, and trust-centered experience from the first interaction.

This is not a transactional sales role. It is a consultative, relationship-driven position focused on understanding client needs, educating them on their options, and helping them confidently engage our firm’s services in Probate and estate planning.

Key Responsibilities

• Conduct initial consultations with prospective clients (in person, phone, or virtual)
• Identify client needs and recommend appropriate legal services and engagement structures
• Clearly communicate the firm’s value, process, and pricing with confidence and professionalism
• Convert qualified leads into retained clients while maintaining a high standard of integrity and service
• Manage and track leads through the firm’s CRM system
• Coordinate with attorneys and staff to ensure a smooth onboarding process
• Follow up with prospective clients to maintain engagement and improve conversion rates
• Maintain a high level of responsiveness, organization, and attention to detail

Performance Metrics

• Conversion rate from consultation to retained client
• Revenue generated from new client engagements
• Speed to contact and follow-up effectiveness
• Client satisfaction during onboarding

Qualifications

• Proven experience in sales, client advisory, or consultative service roles ( Legal Services or professional services preferred)
• Strong interpersonal and communication skills
• Ability to build trust quickly and handle sensitive personal and financial discussions
• High level of emotional intelligence and professionalism
• Organized and comfortable working within CRM systems
• Self-motivated with a results-driven mindset

Preferred Experience

• Experience in legal, financial services, real estate, or high-trust advisory environments
• Familiarity with probate or estate planning concepts (strongly preferred but not required- training provided)

Compensation Structure

• Base salary plus performance-based incentives tied to revenue and conversions
• Opportunity for significant upside based on performance
• Full plan discussed during interview. Successful candidate can earn mid 6 figures as annual pay

Why Perigon Legal

• Mission-driven, service-focused firm with a strong reputation for excellence
• Collaborative, team-oriented culture
• Opportunity to play a key role in the firm’s growth and client experience
• Work that directly impacts families during important life transitions

Ideal Candidate Profile

The ideal candidate is confident without being pushy, empathetic without losing focus on outcomes, and driven by both performance and purpose. They are equally comfortable discussing financial commitments and providing reassurance during emotionally sensitive situations.

Benefits:

• 401(k)
• 401(k) 3% Match
• Cell phone reimbursement
• Dental insurance
• Health insurance
• Paid time off
• Paid training
• Professional development assistance
• Vision insurance
• Work Location: In person