Client Engagement Specialist

Inside Sales – Law Firm
Client Engagement Specialist

We are a small, but fast-growing Estate Planning and Elder Law Firm in Cranberry Twp. PA, looking for an All-Star Salesperson (also called our Client Engagement Specialist) to ensure that the firm is always putting its best foot forward for potential new clients.

The position will entail both sales and customer service responsibilities.

If you are not an all-star, and if you cannot discuss big price points and complex problems with maturity and sensitivity, please do not apply. If you don’t have the stomach to do follow-up with prospects, please do not continue.

This position is only for all-star salespeople who can both sell legal services and cultivate new relationships. 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.

We need a bright, creative, empathetic, and compassionate 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. You will help us realize our vision of helping more people!

Our firm helps families plan for the preservation of their family, net worth and legacy. We believe in people who work hard, save, sacrifice and fight to give their families a better future. We don’t believe these people should lose their savings to poor planning, taxation and a complicated government rulebook.

We are here to guide our clients through the life planning process, achieve positive results, and help them and their families build a better tomorrow. It is incredibly important to us that our clients and their families gain a peace of mind about the future.

This position will

Conduct initial client consultations to sell legal services Oversee the smooth transition of new cases to the legal team Follow up with potential new clients who have not yet retained us Maintain a tracking system to monitor leads, new clients, and referral sources

Our ideal candidate will:

  • 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
  • Know how to close a sale by creating urgency and promoting value
  • Demonstrate exceptional communication skills in person, over the phone and in writing
  • Think on their feet
  • Not get discouraged when things don’t go as planned
  • Be willing and able to quickly learn about new topics (like Wills and Trusts)
  • Treat a call or meeting at 4:30 on a Friday with the same care and compassion as one would on a Monday morning
  • Follow instructions and understand the importance of policies and procedures
  • Be a team player that consistently acts with respect and integrity
  • Be tech savvy (we use Windows computers and specialized software)

Real life experience and a few “battle scars” providing empathy and understanding are assets. 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.

The salesperson doesn’t give legal advice, so legal experience is not required. Prior sales and customer service experience is required because we can teach you about the planning process, but we can’t teach you how to care about people dealing with life’s most difficult decisions.

We are looking for a team player with the empathy, creativity, and organization to help us expand our business. The person we hire must bring a high level of energy, positivity, and bring can-do attitude to work every day.

We are BIG believers in the value of a team. If you prefer to be a “lone wolf,” this job is not for you.

We are looking for individuals with fire and ambition, not excuse-making “clock- watchers” who will hide under their desk waiting to be told what to do all day long.

If you are the “high pressure” type who thinks sales is a macho game, please do not continue. We believe sales is a service we do for our prospects to help educate them and to help them think-through their options and make courageous decisions about their future. We really believe that even if we decide not to accept an engagement from a prospect, that every prospective new client should leave our office better off in some way than when they came in.

If you come from the school of thought that making a sale is all about what you can “get” from a prospect or what you can “talk them into” please do not apply. We believe in consultative selling where we help our prospective new clients make sense of their situation, weigh their options and make important and often life changing decisions. We are into using the sale as the beginning of a long-term relationship with our prospective new clients. If you are interested in a career (we really think of it as more of a “calling”) that offers competitive income and benefits, loads of training and professional development to stay sharp, total transparency (another way of saying there’s nowhere to “hide”), and fuel for your soul because we’re really and truly helping people then please apply.

If you apply and follow all the instructions, we will ask you to complete a brief written interview before having any interviews. We do this to ensure that you can read, write, and think critically. If you do not wish to complete the written interview, please do not apply.

Compensation depends on experience and qualifications. Benefits include bonus opportunities, paid holidays, paid time off, and health insurance coverage. If you are looking for a high-energy and positive team environment with lots of growth potential, then look no further.


Apply by email. Do NOT apply through Indeed or whatever interface you’re using. Email your resume in PDF format to The subject line of the email should be your last name (all caps), followed by a hyphen and “Sales All-Star”. The body of your email should include the following information: What interests you about this position?
What makes working at a estate planning elder law firm particularly intriguing?
What do you bring to the table (i.e., qualities that would be of value to the firm)?

If you cannot follow these basic instructions, or if you contact us in a manner that leads us to believe you did not actually read the ad above, you will not hear back from us. We expect you to value our time by following directions and paying attention to detail.

Thank you for considering this opportunity. We will contact you within 7 business days if you qualify for the second round of consideration.