Are you a compassionate and talented sales professional who thrives closing deals? Do you naturally connect with people, understanding their needs and aspirations? Do you want to do something you can believe in? If you know the secret to outstanding customer service and have a strong background in legal intake or in non-legal sales, we’d love to hear from you! Our premier estate planning law firm in Coral Gables, Florida, is looking for a concierge Intake Specialist (Salesperson) to create exceptional experiences for prospective clients and cultivate a long-term clientele for our firm. Along with a competitive base salary, we offer the opportunity to earn monthly performance-based bonuses. Responsibilities: Core Responsibilities: • Deliver a concierge-level experience to all potential clients, making them feel valued and supported. • Evaluate potential new clients to determine if they are a good fit for the firm using a consultative sales approach. • Guide qualified leads into becoming new clients, fostering trust and confidence in an ongoing relationship with the firm. • Nurturing referral relationships and generating repeat business. • Managing sales data and monthly reporting to the business owner. • Meeting and exceeding all relevant key performance indicators (KPIs). Qualifications: Skills Needed: • At least two years of experience in a sales position, with a focus on relationship-building. • Results-oriented with a proven ability to meet performance targets. • Strong critical thinking and problem-solving skills. • Emotional intelligence. • Dependable, reliable, and able to manage tasks efficiently. • Familiarity with Microsoft Office: Outlook, Word, and Excel platforms, a plus. • Experience in a law firm setting, especially in estate planning, is a plus. Compensation: $55,000 - $65,000 yearly

• Core Responsibilities: • Deliver a concierge-level experience to all potential clients, making them feel valued and supported. • Evaluate potential new clients to determine if they are a good fit for the firm using a consultative sales approach. • Guide qualified leads into becoming new clients, fostering trust and confidence in an ongoing relationship with the firm. • Nurturing referral relationships and generating repeat business. • Managing sales data and monthly reporting to the business owner. • Meeting and exceeding all relevant key performance indicators (KPIs).