Job Description

As Sales and Community Development Specialist, you will coordinate, plan, and implement activities and resources necessary to achieve the revenue goals and objectives of Wilson Legal, PC each year, primarily focusing on the north metro area. We have a fast-paced sales environment, and compensation has base pay plus bonuses and incentives when client relationship triggers and revenue targets are met. At Wilson Legal, we believe that the best lives are lived intentionally and by design through proactive planning. It is our desire to help as many individuals, families, and business owners as possible realize that preparation brings peace of mind. Wilson Legal, PC is a fast-growing Estate Planning, Probate and Eldercare law firm in Cumming, Georgia with a goal of assisting 10,000 individuals, families and business owners by 2034. This law firm sees clients and prospective new clients as human beings, not as cases or matters. They are real people with real lives, careers, relationships, and businesses that require more than just a legal document or batch of documents. We are in the “taking care of people” business and not the “forms printing” business. Competitive salary, commensurate with experience and qualifications. Comprehensive health benefits 401(k) retirement plan with firm contributions. Generous paid time off, including vacation, personal days, and firm-recognized holidays Responsibilities: • The successful candidate should have prior experience selling high-ticket tangible products and professional or financial services utilizing a consultative selling methodology. The successful candidate should have some “real-life” experience that they can use to empathize with PNCs who often come to our firm with challenging and sometimes deeply personal situations. The successful candidate embraces metrics, scorekeeping, transparency, and accountability. Excellent interpersonal and communication skills are an absolute must both in person, by phone, and via email. You should be a lifelong learner with a proven track record of self-improvement to keep your sales skills sharp. You will:

• Manage your own schedule to balance availability for meetings with prospective new clients as well as following up with PNCs who said “no” and with current clients to conduct quality control calls and interviews.
• Keep detailed notes in a centralized database.
• Be a team player and cover for your fellow salespeople to help our firm help our prospective new clients find clarity around and relief from the situation that brought them to the firm in the first place.
• Facilitate a professional introduction and transition to the legal team once the case or matter has begun.
• Actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on your “front lines” experience.
• Regularly attend trade shows and networking events as a professional representative of the firm
• Utilize a consultative selling approach when conducting sales calls to illustrate the value.
• Develop a running list of prospects and prospective companies of 1-7 million in size and other groups who may be interested in information about our services or have sponsorships available, which would allow our company to attain visibility with an opportunity to speak to a prospective audience.
• Purchase meals, give-aways, set up/breakdown tables, act as host, attend, and facilitate sponsored activities, trade shows, and other events where the firm has a sponsorship or vendor role.
• Update CRM system with details of all interactions with prospects and clients in a timely manner – daily and no later than 2 days from the date of the activity.
• Stay current with bar rules, legal industry trends, and information.

Qualifications:

• Three years of relevant experience in fundraising, sales, or equivalent type of experience.
• Ability to do daily travel; requires access to reliable transportation at all times on an immediate basis.
• Ability to lift and/or move large objects (such as boxes and the backdrop for our tradeshow display) with the expectation that heavier items may be broken down and assistance required or requested before moving or lifting.
• A strong interest in consultative solutions selling.
• Proven track record utilizing a consultative sales approach.
• A proven track record with telephone sales.
• Demonstrated, proven success in lead generation, prospecting, contract negotiation, and closing customers.
• Experience with Practicepanther/Lawmatics/Outlook/Microsoft or other software related to CRM or case management, particularly reporting, is required.
• Independent, self-starter who thrives on immersion in a rapidly changing environment and excellent problem-solving and analytical skills.
• Proactive, can-do attitude, with great follow-through and resourcefulness,s along with attention to detail.
• Strong communication and interpersonal skills with the ability to be personable yet persistent, and always providing the option to take a next step.
• Knowledge of the legal industry is an asset.
• Real-life experience and a few “battle scars” to give you empathy and understanding is 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.
• Previous Sales training with Sandler or another company is required.

About Company: Wilson Legal is an estate planning and elder law firm with the purpose to improve the lives of anyone who reaches out for our help. We help make wishes come true through planning. Using innovation and common sense, we create solutions and assist with the implementation of the solutions. Our team is responsive and polite. Our processes are efficient and complete. We team up with other professionals to ensure that each client is equipped with the connections and instructions to be successful. Wilson Legal is where planning meets peace of mind. Many clients come from happy client referrals. Being part of our team is being part of the success of clients' experiences. Do you want to join our A+ team?

Job Tags

Holiday work, Contract work, Relief, Immediate start, Visa sponsorship,

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