Law Firm Salesperson
Not Disclosed•Full-TimeOn-site
location_on3132, Skipper Street, Serra Mesa, San Diego, San Diego County, California, 92123, United States
About the Firm
We are a fast-growing estate planning, probate, and trust administration law firm located in Mission Valley. Our mission is to help clients plan today for peace of mind tomorrow, ensuring they can protect their legacy. We are dedicated to enhancing the client experience and realizing our vision of helping more people navigate these critical life stages.
About the Role
We are seeking a determined, confident, and persistent All-Star to join our team as a Salesperson. This role is designed for high achievers who enjoy providing value to clients and want to shine professionally in a supportive environment. As our Salesperson, you will serve as the bridge between prospective clients and our legal team, helping them understand the value of our services and guiding them through the initial stages of engagement.
You will conduct in-depth, in-person consultative sales meetings to perform needs analysis and explain our value and price points with maturity and sensitivity. A key part of your day involves following up with prospects who have not yet retained the firm and facilitating workshops and webinars. While you will not provide legal advice or sign engagement letters, you will prepare prospective clients for entering into an engagement with our attorneys.
This is a highly rewarding position that offers personal, professional, and financial growth. We provide comprehensive training so you can quickly learn about estate planning and other relevant topics. The right candidate will be a team player who treats every interaction, regardless of the time or day, with the same care and compassion.
Hiring Process
Please note that applicants who do not follow the instructions provided in this posting will not be considered for the position. We value attention to detail and the ability to adhere to policies and procedures from the very first step of your application.
Work location
Work model: On-site
3132, Skipper Street, Serra Mesa, San Diego, San Diego County, California, 92123, United States
San Diego, California
Key Responsibilities
- check_circleConduct in-depth in-person consultative sales meetings with potential new clients to perform a needs analysis
- check_circleMaintain a tracking system to monitor leads, new clients, and referral sources
- check_circleFollow up with potential new clients who have not yet retained the Firm
- check_circleAttend and facilitate workshops and webinars
- check_circlePrepare prospective clients for entering into an engagement with the Owner or designated attorney
- check_circleConvey the value of estate planning services to potential clients with sensitivity and maturity
Requirements
- verifiedProven track record in sales for professional services
- verifiedHigh school diploma required; bachelor's degree preferred
- verifiedUnderstanding of Microsoft Office products and cloud-based software
- verifiedWillingness to travel for sales training
Nice to Have
Bachelor's degree
Benefits & Perks
check_circleTraining provided to learn about estate planning and services
Similar Job Opportunities
Skills, education and keywords
Skills: Microsoft Office, Cloud-Based Software.
Education: High school diploma required; Bachelor's degree preferred.
Frequently asked questions about Law Firm Salesperson at Shoup Legal, a Professional Law Corporation
What does a Law Firm Salesperson at Shoup Legal, a Professional Law Corporation do?expand_more
Day-to-day, the Law Firm Salesperson at Shoup Legal, a Professional Law Corporation will conduct in-depth in-person consultative sales 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 the firm; and attend and facilitate workshops and webinars.
What are the requirements for this Law Firm Salesperson role?expand_more
Shoup Legal, a Professional Law Corporation is looking for candidates who meet the following requirements: Proven track record in sales for professional services; High school diploma required; bachelor's degree preferred; Understanding of Microsoft Office products and cloud-based software; and Willingness to travel for sales training.
Where is the Law Firm Salesperson role at Shoup Legal, a Professional Law Corporation located?expand_more
Law Firm Salesperson at Shoup Legal, a Professional Law Corporation is based in 3132, Skipper Street, Serra Mesa, San Diego, San Diego County, California, 92123, United States. This is a on-site role.
Is this Law Firm Salesperson job remote, hybrid, or on-site?expand_more
Shoup Legal, a Professional Law Corporation has listed this Law Firm Salesperson role as on-site.
How much experience is required for this Law Firm Salesperson role?expand_more
Candidates for Law Firm Salesperson at Shoup Legal, a Professional Law Corporation should have mid level.
What skills do you need for the Law Firm Salesperson role at Shoup Legal, a Professional Law Corporation?expand_more
Key skills for Law Firm Salesperson at Shoup Legal, a Professional Law Corporation include Microsoft Office; and Cloud-Based Software.
What education is required for Law Firm Salesperson at Shoup Legal, a Professional Law Corporation?expand_more
Educational requirements for this role: High school diploma required; and Bachelor's degree preferred.
What category does the Law Firm Salesperson role belong to?expand_more
Law Firm Salesperson at Shoup Legal, a Professional Law Corporation is part of the sales job category on Recrutus.
About Shoup Legal, a Professional Law Corporation
Shoup Legal, a Professional Law Corporation, operates as a legal services firm headquartered in Murrieta, California, specializing in estate planning, probate, benefits planning, and business law throughout Southern California. The firm provides personalized legal assistance to local families and business owners, navigating complex situations with diligence and attention to detail. The practice focuses on delivering effective solutions during challenging life transitions and corporate matters.
The firm is co-founded by Andrea Shoup and David Shoup, each bringing distinct professional backgrounds to the practice. Andrea Shoup previously served as a felony trial attorney in the San Diego District Attorney's Office for six years. She holds a specialization from the California State Bar in Trust, Probate, and Estate Planning Law, directing her expertise toward the estate planning needs of the community.
David Shoup brings experience from eight years of honorable service in the United States Marine Corps, including deployment in support of Operation Iraqi Freedom. Following his military career, he joined the firm to focus on business and corporate law, addressing the specific legal requirements of small business owners in the region.
Browse more roles: All Shoup Legal, a Professional Law Corporation jobs, sales jobs on Recrutus.