Client Solutions and Business Development Specialist Location: St. Charles and Creve Coeur, Missouri Full-Time | On-Site | No Travel Required Make a Difference. Build Relationships. Earn What You're Worth. This is more than just a sales role—it's about building lasting relationships and guiding people through some of the most important decisions of their lives. At Polaris, you'll have the chance to work in a highly consultative, relationship-driven role that provides meaningful results. You will get the opportunity to work in your community to develop referral partners and a network to build a book of business. Competitive base salary, plus bonuses, with significant earning potential based on your performance! What We’re Looking For: • Relationship Builder : You excel in building trust and can engage in meaningful conversations that move clients forward in their decision-making process. • Empathetic Communicator : You bring emotional intelligence, compassion, and professionalism to every interaction. • Self-Starter : You are organized, proactive, and excel at managing follow-up activities to close the deal. • Results-Driven: You take pride in your performance and strive to exceed goals and expectations. What We Offer: • Competitive Base Pay + Bonuses : Your earning potential is in your hands! • $50,000 - $120,000 - Salary plus additional bonus opportunities • Paid Holidays & Generous PTO: Take the time you need to recharge. • Health Insurance : Comprehensive coverage for you and your family. • Retirement Savings : Employer-matched 401(k). • A Positive, Team-Oriented Culture : A supportive environment where your contributions are valued. • Professional Growth : Opportunities for career advancement and personal development. • A Mission-Driven Company: Feel good knowing your work has a direct, positive impact on clients’ lives. How to Apply Please submit your resume and a brief cover letter that answers the following: • Why are you interested in this role? • What draws you to estate planning and elder law? • What makes you uniquely qualified for this position? Responsibilities: What You’ll Do: • Be the First Point of Contact : You’ll engage with potential clients who are considering estate planning and elder law services, helping them navigate emotional and complex decisions with empathy and expertise. • Build Relationships : Rather than focusing on "selling," you'll build trust, educate, and empower clients to take the next step in protecting their future. • Guide Clients : Assist clients through our seamless onboarding process, ensuring they feel cared for and supported. • Follow-Up : Maintain communication with prospective clients who haven’t yet committed, providing them with all the information and support they need to make confident decisions. • Collaborate Across Teams : Work closely with the intake and legal teams to ensure an exceptional client experience from start to finish. • Track Your Success : Use CRM tools to monitor leads, conversions, and referrals, staying organized and focused on your goals. Qualifications: • Proven success in sales and customer service. • Ability to build trust and communicate value with empathy. • Strong communication skills—whether in person, over the phone, or via email. • Comfortable working with people from all walks of life. • Financial services or insurance experience is a plus. • Tech-savvy and quick to learn new systems. • Resilient, coachable, and dependable, even under pressure. • Legal experience is not required. • Join a team that makes a difference every day. Apply today and help families plan for tomorrow! Compensation: $50,000 - $120,000+ per year base + additional bonus

• What You’ll Do: • Be the First Point of Contact: You’ll engage with potential clients who are considering estate planning and elder law services, helping them navigate emotional and complex decisions with empathy and expertise. • Build Relationships: Rather than focusing on "selling," you'll build trust, educate, and empower clients to take the next step in protecting their future. • Guide Clients: Assist clients through our seamless onboarding process, ensuring they feel cared for and supported. • Follow-Up: Maintain communication with prospective clients who haven’t yet committed, providing them with all the information and support they need to make confident decisions. • Collaborate Across Teams: Work closely with the intake and legal teams to ensure an exceptional client experience from start to finish. • Track Your Success: Use CRM tools to monitor leads, conversions, and referrals, staying organized and focused on your goals.