Are you a Dragon?

Metaphorically speaking, of course.

In the ancient tradition, Dragon energy is thought of like magic to express an essence of creation or power. Or, maybe you’re a Kanye West fan and saw his Twitter post about being a Dragon, redefining it to mean someone who is a natural leader with instincts and foresight.

Either way, we are looking for you!

Shoup Legal, A Professional Law Corporation is a small, but fast-growing estate planning, probate, trust administration, and business law firm in Murrieta looking for an All-Star Salesperson (also called our Client Intake Specialist) to ensure that the firm is always putting its best foot forward for potential new clients.

This position will entail both sales and customer service responsibilities. This position is for all-star salespeople who can both sell legal services and cultivate new relationships to generate new leads. We provide training in what you need to know to best help our clients, and for the right person, this will be a highly rewarding position personally, professionally, and financially. As our Dragon, you must be comfortable with discussing big price points and complex problems with maturity and sensitivity. You must also be able to prospect and follow up with prospects.

Our mission is to help clients plan today, for peace of mind tomorrow. We need someone who understands the value of being able to protect your legacy. Our Dragon will be a highly motivated, bright, detail-oriented, creative, energetic, empathetic, compassionate, and FIERY person who can convey the value of our services to potential clients and enhance our client experience. You will work closely with other members of the team to develop and maintain relationships with clients and referral sources. You will help us realize our vision of helping more people!

Responsibilities

    • Conduct in-depth in-person and telephonic meetings with potential new clients to perform a needs analysis
    • Maintain a tracking system to monitor leads, new clients, and referral sources
    • Follow up with potential new clients who have not yet retained us
    • Find and participate in networking activities on behalf of the Firm
    • Work with the Marketing Assistant to plan networking activities for the staff and Owner
    • Produce weekly lead conversion and cost of acquisition reports for review with the Owner.
    • Oversee the smooth transition of new cases to the legal team
    • Manage client feedback and reviews

*In accordance with the ethical rules governing lawyers, the Client Intake Specialist will not provide legal advice, quote a fee that has not been authorized by the attorney, or sign an engagement with a client. Rather, the Client Intake Specialist will prepare prospective clients for entering into an engagement with the Owner or other designated attorney.

Qualifications

    • Superb communication skills, both written and verbal, as well as interpersonal skills and time management skills
    • High school diploma required, bachelor’s degree preferred
    • Understand how to build a relationship with a person.
    • Show the ability to interact with different types of personalities.
    • Show empathy to potential clients and put them at ease during a difficult time.
    • Know how to close a sale by creating urgency and promoting value.
    • Be able to think on their toes and not get discouraged when things don’t go as planned.
    • Be willing and able to quickly learn about new topics (e.g. estate planning).
    • Treat a call or meeting at 4:30 PM on a Friday with the same care and compassion as one on Monday morning.
    • Follow instructions and understand the importance of policies and procedures.
    • Be a team player that consistently acts with respect and integrity.
    • Have an understanding of Microsoft Office products and cloud-based software.
    • Be willing to travel for sales training.

Compensation

$45,000 – $85,000 yearly

About Shoup Legal, A Professional Law Corporation

Shoup Legal, APLC is an Estate Planning, Trust Administration, Probate, and Business Law firm located in beautiful Murrieta, California. Our firm focuses on leveraging technology and five-star customer service to provide an experience not seen in other firms. We believe in empowering our staff to go above and beyond for clients in their most desperate hours of need. We take pride in the amazing team that we’ve helped build at Shoup Legal and are looking for candidates who want to take their careers to the next level.