Non-Attorney Salesperson - Case Specialist

Company: Robinson and Casey, PLLC
Location: Pompano Beach
Posted on: January 24, 2025

Job Description:

We're looking for an experienced in-person non-attorney salesperson (Case Specialist) to join our fast-growing team at Robinson & Casey PLLC! The Case Specialist position is a non-attorney who handles the client intake and sales for Robinson and Casey PLLC (the "Firm"). The primary functions are to conduct initial consultations with prospective new clients, convert them to clients, and successfully onboard the new client to the legal team.--



We are passionate about what we do each day at Robinson & Casey PLLC and would like the candidate to understand, embrace, and share our passion for the Firm's vision: We will save every family suffering from addiction or mental illness by getting their loved one's treatment.



Please note that prior sales experience is required, preferably in the legal field and/or addiction/mental health industry. This position is in-person Monday - Friday in Boca Raton, FL.

Responsibilities:
The Case Specialist will conduct in-depth meetings with prospective new clients (PNCs) for the purpose of selling legal services. During these meetings, the Case Specialist will:
--- Follow policies and procedures on how to communicate with PNCs in the most effective and compassionate manner.
--- Collect information about the PNCs and the matters for which they are seeking the Firm's help.
--- Assure the PNCs that the Firm's attorneys and staff will be able to help them.
--- Show compassion and empathy for their situation.
--- Provide a general description of the Firm's services in the area where the PNC needs help.


The Case Specialist will oversee the client onboarding process:
--- Create the Engagement Agreement and accept payment, interacting with the attorney for acceptance of the contract.
--- Send emails to appropriate parties within the firm to start a new case.
--- Follow up with clients 5 days after being hired and verify that the onboarding team has accomplished their duties.
--- Follow up with clients 15 days after being hired to ensure they are receiving great client support and answer any of their current concerns.
--- The Case Specialist will stay in contact with PNCs who do not appear for their consult, and PNCs that do not sign up after their initial consultation to keep the door open for them to come in when they are ready.
--- The Case Specialist will keep detailed records about the number of PNCs that contact the firm, the number that is scheduled for initial consultation, come in for initial consultations, the number that engage the firm, and other associated metrics (referral source, average case value, etc.).
--- The Case Specialist will actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on "front lines" experience.

Qualifications:
--- 5 years of experience in sales of products or services, luxury or high-end products and services is required. A proven track record using a consultative sales approach is required.
--- Education and/or work experience equivalent to a bachelor's degree.
--- Strong interest in consultative solutions selling.
--- Experience with CRM, particularly reporting, is required.
--- Knowledge of the legal industry is an asset.
--- Real-life experience & a few "battle scars" to give you empathy and understanding is an asset. Experience overcoming a major obstacle in life and making an important change in your life, so you know at your core that others can do it too, is a plus.

About Company:
We are a fast-growing, busy law firm that helps people across the state of Florida get access to recovery for their loved ones, whether that be for addiction or mental health, even when they feel like it is out of reach. More specifically, we help people when they are going through the most challenging crisis of their lives, a loved one's suffering from a chronic disease.

Keywords: Robinson and Casey, PLLC, Kendall West , Non-Attorney Salesperson - Case Specialist, Legal , Pompano Beach, Florida