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Client Engagement Specialist

Katie L. Lewis, P.C. Family Law

Client Engagement Specialist

Dallas, TX
Paid
  • Responsibilities

    We are a fast-growing Family Law Firm in Dallas, Texas, looking for an All-Star Salesperson (also called our Client Engagement Specialist) to ensure that the firm is always putting its best foot forward for potential new clients. The position will entail both sales and customer service responsibilities. If you are not an all-star and cannot discuss big price points and complex problems with maturity and sensitivity, please do not apply. If you don’t have the stomach to do follow up with prospects, please do not continue. We are into using the sale as the beginning of a long-term relationship with our prospective new clients. If you are interested in a career (we really think of it as more of a “calling”) that offers competitive income, bonuses, and benefits, loads of training and professional development to stay sharp, total transparency (another way of saying there’s nowhere to “hide”), and fuel for your soul because we’re really and truly helping people then please apply. We need a bright, creative, empathetic, and compassionate person who can convey the value of our services to potential clients and enhance our client experience. You will work closely with other members of the team to develop and maintain relationships with clients. You will help us realize our vision of helping more people! Responsibilities: • Conduct initial client consultations to sell legal services. • Oversee the smooth transition of new cases to the legal team. • Follow up with potential new clients who have not yet retained us. • Maintain a tracking system to monitor leads, new clients, and referral sources. Qualifications: • Understand how to build a relationship with a person. • Show the ability to interact with different types of personalities. • Show empathy to potential clients and put them at ease. • Know how to close a sale by creating urgency and promoting value. • Demonstrate exceptional communication skills in person, over the phone, and in writing. • Think on their feet. • Not get discouraged when things don’t go as planned. • Be willing and able to quickly learn about new topics (like Wills and Trusts). • Treat a call or meeting at 4:30 on a Friday with the same care and compassion as one on a Monday morning. • Follow instructions and understand the importance of policies and procedures. • Be a team player that consistently acts with respect and integrity. • Be tech savvy (we use Windows computers and specialized software). We seek a team player with empathy, creativity, and organization to help us expand our business. The person we hire must bring a high level of energy, and positivity, and bring can-do attitude to work every day. We are BIG believers in the value of a team. If you do not prefer to be a “lone wolf,” this job is for you. We are looking for individuals with fire and ambition, not excuse-making “clock-watchers” who will hide under their desk waiting to be told what to do all day long. We believe sales is a service we do for our prospects to help educate them, help them think through their options, and make courageous decisions about their future. We really believe that even if we decide not to accept an engagement from a prospect, that every prospective new client should leave our office better off in some way than when they came in. Compensation: $55,000

    • Conduct initial client consultations to sell legal services. • Oversee the smooth transition of new cases to the legal team. • Follow up with potential new clients who have not yet retained us. • Maintain a tracking system to monitor leads, new clients, and referral sources.