Client Engagement Specialist

Law Office of Julie A. Paquette, PLC

Client Engagement Specialist

South Lyon, MI
Full Time
Paid
  • Responsibilities

    We are seeking a Non-Attorney Salesperson (Client Engagement Specialist) to join our client-centered and collaborative probate and estate planning firm in South Lyon, MI. In this role, you will be responsible for selling legal services to prospective clients through warm leads. There is absolutely NO cold calling involved, as potential clients actively seek out our services. We strongly prefer candidates with previous experience in selling professional services. No legal experience is necessary for this role. The ideal individual for our firm is empathetic and understanding and values teamwork as the key to success. Our team culture is strong, and we believe in enjoying our work while working together! Some sales meetings may be conducted remotely via Zoom or phone, and occasional travel within Oakland/Wayne Counties may be required to meet clients at our other office locations in Bloomfield Hills, Novi, Southfield, and Livonia. Our primary office is located in downtown South Lyon. The compensation for this position is $40,000 - $45,000 per year, with additional quarterly bonuses. Responsibilities: • Manage the lead pipeline and potential clients, effectively utilizing the firm's client relations management program for tracking and organization. • Implement post-engagement systems to ensure customer satisfaction and maintain positive relationships with clients. • Adhere to attorney regulations by refraining from providing legal advice or entering into legal service contracts with clients, as only Michigan Attorneys are authorized to do so. • Demonstrate a strong sales background and proficiency in related roles. • Adapt to changes and drive innovation within the role, while maintaining flexibility. • Possess a genuine desire to assist clients in finding effective solutions to their problems. • Maintain a high energy level to effectively engage with clients and maximize sales opportunities. • Collaborate as a team player and have a thorough understanding of metric-driven and KPI objectives. • Utilize previous experience in selling premium products such as jewelry, cars, luxurious apparel, property, time-shares, or similar professional services. Qualifications: • Proven track record of achieving sales goals in a dynamic sales environment • Exceptional communication skills, both professional and personable, to establish and nurture relationships with prospective clients • Proficiency in utilizing technology, including Microsoft Office, sales software, and CRM software • Ability to devise and implement strategies to enhance conversion rates effectively • Enthusiastic attitude and a strong desire to contribute to a collaborative team environment Compensation: $19 - $22 hourly

    • Manage the lead pipeline and potential clients, effectively utilizing the firm's client relations management program for tracking and organization. • Implement post-engagement systems to ensure customer satisfaction and maintain positive relationships with clients. • Adhere to attorney regulations by refraining from providing legal advice or entering into legal service contracts with clients, as only Michigan Attorneys are authorized to do so. • Demonstrate a strong sales background and proficiency in related roles. • Adapt to changes and drive innovation within the role, while maintaining flexibility. • Possess a genuine desire to assist clients in finding effective solutions to their problems. • Maintain a high energy level to effectively engage with clients and maximize sales opportunities. • Collaborate as a team player and have a thorough understanding of metric-driven and KPI objectives. • Utilize previous experience in selling premium products such as jewelry, cars, luxurious apparel, property, time-shares, or similar professional services.