Business Development Representative - Legal Services

Job Description

Job Description

Position : Business Development Representative - Legal Services

Location : Marietta, Georgia (Hybrid)

Employment Type : Full-time

Compensation : $40,000 - $45,000 base salary + uncapped commission structure

About the Organization :

This growing legal services provider is dedicated to helping individuals and families plan for the future through compassionate and comprehensive estate planning services. With a strong focus on client care, community outreach, and building lasting relationships, the firm offers a mission-driven environment where sales and service go hand-in-hand.

Why Join Us?

Competitive Compensation with uncapped commission + $40,000-$45,000 base salary

Bonus opportunities based on performance and community impact.

Mileage reimbursement and travel support for field work.

Professional development and training.

A mission-driven team culture with a focus on client service, integrity, and growth.

Key Responsibilities :

Conduct consultative client consultations both in-person and virtually, guiding prospective clients through estate planning service options.

Generate a minimum of $18,000 in monthly sales through client enrollments and service packages.

Collect client payments and ensure timely execution of attorney-client agreements.

Act as a community liaison, building and nurturing relationships with referral sources, community leaders, and potential clients.

Coordinate and attend speaking engagements at local events, professional groups, and educational forums to promote estate planning awareness.

Maintain detailed records of client interactions, follow-ups, and signed agreements within the firm's CRM system.

Collaborate closely with attorneys and support staff to ensure a seamless client onboarding process.

Qualifications :

2+ years of sales experience, preferably in legal services, insurance, financial planning, or other trust-based industries.

Excellent communication and interpersonal skills with the ability to explain complex topics in an approachable way.

A proactive, self-starter mindset with a passion for helping people plan and protect their futures.

Strong organizational skills and follow-through.

Comfort with both in-person field work and virtual consultation technology.

A natural inclination toward community engagement and relationship building.

Why This Opportunity?

This role is ideal for a sales professional passionate about building authentic connections and helping families secure their futures. In this field-based role, you will be the face of a growing estate planning team—building authentic relationships, engaging with local communities, and guiding families through some of their most important decisions. If you're excited about combining sales with a sense of purpose, thrive in a community-focused role, and want to be part of a mission-driven team, apply today!