Onboarding Sales Specialist
Responsibilities:
As a Client Onboarding Specialist, you will:
- Conduct Discovery Meetings & Initial Calls with potential new clients (PNCs). Your goal? Convert them into clients!
- Educate PNCs on our services (NO legal advice, just guiding them through their options).
- Explaining plans and options clearly and professionally.
- Follow up & nurture leads, keeping doors open for future clients.
- Help improve client intake process by working with the team.
- Must use Oxford Comma and pay great attention to detail in spelling of names of team members and clients.
What We’re Looking For:
- Has a GREAT personality, a great attitude, and a sense of humor.
- Wants a long-term position.
- Experience in sales & client relations (preferably service-based sales).
- A fast learner who can complete a 4-week intensive training on estate planning, probate, and business law.
- Shows compassion when dealing with clients and has a talent for winning their confidence and respect.
- Committed to ensuring clients receive top-notch service and results.
- Comfortable discussing fees & financial commitments.
- Strong attention to detail, CRM management, and follow-through.
- Will pitch in to help other Burch Law Team Members.
- No one who takes themselves too seriously or thinks that scanning a document or unloading the dishwasher is beneath them.
- No experience in a law firm is necessary.
- Someone who believes in civil rights and equality for all.
Important: This is NOT a legal position—you will NOT give legal advice. Instead, you’ll guide and empower clients to make informed decisions.
- Initial compensation will be based upon prior experience and current pay. Raises will be based on job performance.
- This position is NOT remote.
- Health insurance and retirement options.
- Option to occasionally work remotely.
- The Firm provides paid holidays and generous paid time off (PTO).
About Burch Law PLLC
We are a diverse, progressive-minded, woman-owned law firm with a passion for helping people from all walks of life whether they are families, individuals, or parents, who identify as LGBTQ, no matter the net worth, age, and stage of life. We primarily focus on Estate Planning, Probate, and Business Law. We are located in North Dallas.
THE RIGHT CHOICE FOR YOUR GROWTH
We foster a thriving business ecosystem to drive economic growth and enrich our community, underlining every initiative and partnership with this dual commitment.
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