Client Relations Specialist

Job Description

Job Description

The Client Relations Specialist (CRS) focuses on building strategic referral relationships and converting potential clients through outreach, networking, follow-ups, and sales meetings, while also reinforcing the firm’s values and maintaining connections with former clients.

The CRS builds relationships with referral sources via various outreach activities, networking events, and follow-up campaigns, communicating the values and culture of our firm. Another primary goal is to convert potential clients to clients through sales meetings and follow-up, including Care Calls to former clients.

In addition to the hourly rate, this position earns monthly bonuses based on sales.

Compensation : $20 - $25 hourly

Responsibilities :

• Primary responsibility is nurturing professional contacts to develop and grow the firm’s referral network and increase quality referrals.
• Conduct sales conversations with prospective new clients (PNCs) to sell legal services and follow up if they did not hire.
• Schedule, coordinate, and attend marketing speaking engagements to educate referral sources and potential clients.
• Input and maintain data integrity in CRM.
• Get to know VIP contacts on a personal level to assist the team in meeting their needs and curating custom gifts.
• Overall strategy to increase and enhance referral partnerships.
• Overall responsibility for the client Care Call strategy and implementation.
• Use creativity and foresight to spot opportunities for improvement and further growth in nurturing and cultivating client relationships.
• Identify and cultivate new target markets.
• Improve pre-engagement glide paths for PNCs.
• Track and maintain metrics for the Owner re : conversions of Lead to consult, the percentage of scheduled consults that show up, show up to Client, referral sources, and other key performance indicators (Marketing & Conversion Spreadsheet).

Qualifications :

About Company

Safe Harbor Estate Law is a firm focused on Estate Planning and Elder Law. We are passionate about helping clients protect themselves, their loved ones, and their assets. We pride ourselves on helping clients achieve their goals while providing an outstanding client experience. We find it very rewarding to work together collaboratively to help more clients every year.

To learn more about our company, please visit our "You Should Work Here" https : / / safeharborestatelaw.com / you -should-work-here