Job Description
Immediate Opening: Newport Beach Estate Planning Law Firm Seeks In Person Inside Sales Executive
About Us
The Meier Law Firm is a Newport Beach based estate planning law firm located at Fashion Island. Our estate planning services include general estate planning, asset protection, elder law, special needs/conservatorships, trust administration, and probate. We do not provide litigation services.
We have 15 invaluable team members who are intrinsically involved in our operations, growth and success. Our internal infrastructure is well built, which helps ensure all our clients have a five-star experience with us. We are very active in the community and consistently grow each year in the number of families we serve.
We work with all different types of wonderful clients, and they trust us to help them protect their assets and the people they love. Our clients routinely describe us in their five-star online reviews as “warm, compassionate, caring, and personable.” Our clients’ happiness and satisfaction are at the heart of every task we perform.
Who We Need to Join Our Team
We are looking for a trustworthy, outgoing, empathetic sales professional who has the skill-set, leadership skills, and organizational skills to close high-end deals within prospective clients and help manage our sales process. This person must bring a high level of energy, positivity, and can-do attitude to every client and referral partner interaction. This person represents our firm in the best way possible to prospective clients and helps us reach our goal of serving more clients.
We believe that “sales” is a service that brings tremendous value to our prospective clients. Our sales process educates prospective clients on the estate planning process and helps them think-through their needs and options and make courageous decisions for their future and loved ones. Even if we decide a prospective client is not the right fit for our services and team, we want them to leave our office better off in some fashion than when they came in. We also need our Sales/Client Engagement Specialist to offer compassion to all prospective clients, especially those who are navigating the aftermath of receiving a serious medical diagnosis or losing a loved one.
This position is only for top notch sales professionals who can both sell legal services and cultivate new relationships. We provide training in what you need to know to best help our clients, and for the right person this will be a highly rewarding position personally, professionally, and financially.
This position is also only for sales professionals who are very comfortable discussing big price points and complex problems with maturity and sensitivity. They must also have excellent follow up skills and know how to manage an overall sales process while working alongside other talented team members in the most collaborative, supportive way possible.
Please note that this position does not require or allow you to provide legal advice. Therefore, legal experience is not required. What is required is prior sales/customer service experience and proven success, and a natural caring and compassionate personality that leaves prospective clients feeling supported and guided.
Job duties include:
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
Work in person at our Newport Beach office.
Our ideal candidate will:
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 make them feel comfortable
Know how to close a sale by creating urgency and promoting value
Demonstrate exceptional communication skills in person, over the phone, via online video conferencing, 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
Treat a call or meeting at 4:30 p.m. on a Friday with the same care and compassion as one on Monday morning
Follow instructions and understand the importance of policies and procedures
Be a collegial team player who consistently acts with respect and integrity.
Be tech savvy (we use the full Google suite of products and specialized CRM software)
Be a fun person to have around the office!
Compensation : $80,000.00 base salary plus bonus opportunities to exceed $100,000 in total compensation.
Benefits: holidays, paid time off and sick leave, employer covered medical, dental and vision insurance, 401K and company approved reimbursements.
How to Apply
Please email office@meierfirm.com with a cover letter that gives us a better sense of who you are as a person, what your ultimate career goals are, and why you think you would be a great fit at our firm. Also include your resume.
Regrettably, we will ONLY read your application if it says “Perfect Fit” in the subject line and you submit both a cover letter and resume. (This helps us weed out anyone who is mass blasting their resume.) We look forward to hearing from you!
Company Description
The Meier Law Firm is a Newport Beach estate planning law firm located in Fashion Island that helps California families at every stage of life prepare for and navigate major life events with our compassion and care.
Our services include general estate planning, advanced tax planning, asset protection, elder law, special needs/limited conservatorships, probate, and trust administration. We do not provide litigation services.
We have 15 invaluable team members who are intrinsically involved in our operations, growth and success. Our internal infrastructure is well built, which helps ensure all our clients have a five-star experience with us. We are very active in the community and consistently grow each year in the number of families we serve.
We work with all different types of families and clients, and they trust us to help them protect their assets and the people they love. Our clients routinely describe us in their online reviews as “warm, compassionate, caring, and personable.” Our clients’ happiness and satisfaction are at the heart of every task we perform.
The Meier Law Firm is a Newport Beach estate planning law firm located in Fashion Island that helps California families at every stage of life prepare for and navigate major life events with our compassion and care. \r\n\r\nOur services include general estate planning, advanced tax planning, asset protection, elder law, special needs/limited conservatorships, probate, and trust administration. We do not provide litigation services.\r\n\r\nWe have 15 invaluable team members who are intrinsically involved in our operations, growth and success. Our internal infrastructure is well built, which helps ensure all our clients have a five-star experience with us. We are very active in the community and consistently grow each year in the number of families we serve. \r\n\r\nWe work with all different types of families and clients, and they trust us to help them protect their assets and the people they love. Our clients routinely describe us in their online reviews as “warm, compassionate, caring, and personable.” Our clients’ happiness and satisfaction are at the heart of every task we perform.