Role Description
The Legal Sales Rep plays a key role in closing sales by connecting with prospective clients, understanding their legal needs, and guiding them through the process of retaining the Firm. This is a client-facing, results-driven sales position involving consultations conducted primarily via Zoom and occasionally by telephone. Candidates must maintain a clear spoken and written English, professional appearance, demeanor, and environment during all virtual consultations, representing the Firm with the same level of professionalism expected in an in-person meeting.
The role requires close collaboration with attorneys and Firm leadership, with a primary focus on converting qualified prospective clients (PNCs) into retained clients. Success requires:
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Exceptional communication
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Active listening
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Thoughtful follow-up
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Ability to build trust while guiding prospective clients toward an informed decision to retain the Firm
The ideal candidate has proven sales experience, preferably selling high-ticket, intangible services through a consultative sales approach. They are confident addressing objections and guiding prospects through a professional, empathetic consultation experience. They are comfortable working toward conversion goals, tracking key performance indicators (KPIs), and operating in an environment that values transparency, accountability, continuous learning, and measurable results.
Responsibilities
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Maintain a minimum conversion rate of 50%, securing 15β20 full-matter client engagements per month.
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Strictly adhere to all Firm-approved sales scripts, communication guidelines, policies, and standard operating procedures (SOPs).
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Conduct professional, thorough consultations with prospective clients, primarily via Zoom and occasionally by telephone.
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Collaborate closely with attorneys and Firm leadership to ensure knowledgeable, compassionate guidance.
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Communicate with prospective clients through phone, email, and other approved channels.
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Proactively manage assigned leads and maintain consistent communication.
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Conduct consistent post-consultation follow-up, including GAS calls to prospective clients.
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Demonstrate proficiency with CRM systems by entering lead information and documenting interactions.
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Complete all assigned Clio tasks by the end of each scheduled workday.
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Pull and organize CRM reports and maintain client data in Google Sheets with at least 95% accuracy.
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Take ownership of individual performance and meet established KPIs and conversion goals.
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Demonstrate a strong team-oriented mindset and contribute to a positive work environment.
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Remain receptive to coaching and implement recommendations to improve performance.
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Attend the daily team standup and accountability meeting every weekday.
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Maintain professional communication with colleagues and Firm leadership.
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Provide management with constructive feedback regarding lead quality and conversion opportunities.
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Remain flexible regarding scheduling adjustments, including occasional evening or weekend coverage.
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Strengthen consultative selling, communication, and client engagement skills through ongoing training.
Qualifications
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Demonstrated experience selling high-ticket, intangible services through a consultative sales process.
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A track record of converting qualified leads into paying clients and meeting measurable sales goals.
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Experience conducting sales consultations by phone or video.
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Excellent English verbal, written, and interpersonal communication skills.
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Strong listening skills and sound judgment when working with individuals facing sensitive circumstances.
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Experience managing a sales pipeline and documenting activity in a CRM.
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Strong organizational skills and attention to detail.
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Comfort working in a metrics-driven environment.
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Proficiency with Google spreadsheets, calendars, email, and video conferencing.
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Ability to work independently and collaborate effectively.
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Professional discretion and the ability to handle confidential information.
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Availability for the regular MondayβFriday, 8:30 a.m.β6:00 p.m. Eastern Time schedule.
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Speak English clearly and effectively.
Requirements
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Preferred experience in legal intake/sales, client enrollment, or professional services sales.
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Familiarity with Clio or another legal practice management or CRM platform.
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Experience coordinating consultations, attorney follow-ups, and client handoffs.
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Familiarity with law firm intake procedures and confidentiality expectations.
Benefits
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Contractor position with $12.00 per hour + incentives.
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Remote work opportunity.
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Flexible scheduling based on Firm needs.