Legal Salesperson - Remote, Global

Remote
- Global | Contract | $12.00 per hour + Incentives | Full time | Fort Lauderdale, FL 33394

The Client Engagement Specialist plays a key role in the Firm’s growth 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 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 exceptional communication, active listening, thoughtful follow-up, and the 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.

Consultative Sales and Prospective Client Engagement

• Maintain a minimum conversion rate of 50%, with a goal of securing 15–20 full-matter client engagements per month through active listening, identifying prospective clients’ needs, effectively addressing objections, and consistent follow-up.

• Strictly adhere to all Firm-approved sales scripts, communication guidelines, policies, and standard operating procedures (SOPs). Unauthorized statements, deviations from approved protocols, or providing legal advice can expose the Firm to serious ethical and regulatory consequences.

• Conduct professional, thorough consultations with prospective clients, primarily via Zoom and occasionally by telephone, maintaining a polished appearance, professional demeanor, and distraction-free environment.

• Collaborate closely with attorneys and Firm leadership to ensure prospective clients receive knowledgeable, compassionate guidance throughout the consultation and engagement process.

• Communicate with prospective clients through phone, email, and other approved channels to understand their needs, explain the Firm’s services and engagement options, and guide them through the retention process.

• Proactively manage assigned leads, respond promptly to inquiries, and maintain consistent communication to maximize conversion opportunities.

• Conduct consistent post-consultation follow-up, including GAS calls to prospective clients who have not retained the Firm, to re-engage potential clients and identify additional opportunities for conversion.

CRM Management, Documentation, and Reporting

• Demonstrate proficiency with CRM systems by promptly and accurately entering lead information, documenting all prospect and client interactions, and recording outcomes, next steps, and follow-up activity.

• Complete all assigned Clio tasks by the end of each scheduled workday.

• Keep Clio records current and accurate so the team has access to reliable client information; leadership will review data accuracy.

• Pull and organize CRM reports and enter and maintain client data in Google Sheets with at least 95% accuracy.

Team Collaboration, Accountability, and Professional Development

• Take ownership of individual performance, consistently…