Sell with purpose. Bridge the gap. Help people protect what matters. About Us Pettis Webber Pacific P.S. is an elder law and estate planning firm that helps clients protect what matters most. We guide families through some of life’s biggest decisions with clarity, compassion, and legal skill. Our services are premium, clients are discerning, and our team is driven by a mission to deliver peace of mind. We are looking for a Client Engagement & Sales Professional to meet with prospective clients, uncover their goals, and guide them toward confidently engaging in our services. This is a high-impact role focused on consultative sales, lead generation, and relationship-building. The position is generally Monday through Friday from 8 am to 5 pm, with some flexibility for occasional evening follow-ups or events. We offer a competitive base salary and a benefits package that includes health, dental, vision, and more. Opportunities for professional growth exist within our mission-driven, expanding firm. Legal experience is not required. We’ll teach you what you need to know. If you bring curiosity, professionalism, and a strong sales mindset, we’ll provide the training and support to help you succeed. How to Apply If you’re ready to bring your sales skills to a role that truly makes a difference, we’d love to hear from you. Please apply with your resume and a short note sharing your relevant sales achievements and why this role excites you. Responsibilities: What You’ll Do • Meet with prospective clients who have either completed our intake and triage process or who come through your own outreach • Engage both qualified leads and self-generated prospects using a clear, structured sales process designed to help clients make informed decisions during the initial consultation • Generate your own leads through phone, email, professional networking, and follow up with past inquiries • Attend firm-sponsored or community events when appropriate to identify meaningful connections and referral opportunities • Work alongside marketing to follow up on leads from campaigns, webinars, and referrals to maximize those opportunities • Use our CRM system to track every conversation, touchpoint, and follow-up • Re-engage undecided or cold leads with thoughtful, relevant outreach • Report regularly on pipeline progress, close rate, and client trends • Build trust with prospective clients, even if they’re not ready to commit immediately • Facilitate smooth handoffs to the legal team once a client engages, ensuring they feel supported every step of the way Qualifications: You Might Be a Fit If You • Excel at structured sales conversations where a clear recommendation and decision are expected by the end • Build trust and help people see the real value of planning ahead • Are energized by guiding prospects to a confident yes with clarity and care • Confidently handle objections and tailor your approach to individual needs • Stay organized, proactive, and tech-savvy even when managing multiple leads • Take ownership of your results and embrace conversion targets as key measures of your success Preferred Experience • Sales experience in legal, financial services, insurance, real estate, or other industries where building personal trust and handling sensitive topics is essential • Proven ability to meet or exceed sales goals without relying on discounts or pressure tactics • Experience using CRM systems and following a consultative sales process • Legal background is not required — what matters most is your ability to connect, communicate, and close with care Compensation: $50,000 annually

• What You’ll Do • Meet with prospective clients who have either completed our intake and triage process or who come through your own outreach • Engage both qualified leads and self-generated prospects using a clear, structured sales process designed to help clients make informed decisions during the initial consultation • Generate your own leads through phone, email, professional networking, and follow up with past inquiries • Attend firm-sponsored or community events when appropriate to identify meaningful connections and referral opportunities • Work alongside marketing to follow up on leads from campaigns, webinars, and referrals to maximize those opportunities • Use our CRM system to track every conversation, touchpoint, and follow-up • Re-engage undecided or cold leads with thoughtful, relevant outreach • Report regularly on pipeline progress, close rate, and client trends • Build trust with prospective clients, even if they’re not ready to commit immediately • Facilitate smooth handoffs to the legal team once a client engages, ensuring they feel supported every step of the way