Case Specialist

Join Robinson and Casey, PLLC, where you can make a genuine impact through purposeful work as a Case Specialist. This role isn't about high-volume intake; it's about guiding families through the complexities of Marchman Act and Guardianship cases with empathy and professionalism.

Our structured, growth-focused environment empowers you to deliver life-changing legal interventions. You'll work alongside a specialized legal team, allowing you to conduct case consultations, address concerns, and turn opportunities into retained matters. We're committed to fostering career growth and providing competitive compensation, ensuring you feel valued and supported in your mission to make a difference.

You'll need exceptional consultative sales skills to excel in this accountability-driven role. We seek professionals who thrive on guiding families through critical times, establishing trust, and making informed decisions. With a proven sales process and a 40%+ closing rate, you'll have the tools you need to succeed. Our firm values professionalism, responsiveness, and compassion, offering you the chance to contribute to something truly meaningful. If you're ready to apply your high-trust sales expertise to work that genuinely matters, let's embark on this journey together.

$60,000 - $150,000 yearly

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 the appropriate parties within the firm to start a new case.
• The ability to collaborate effectively with our team is crucial, requiring passion and the skill to tailor solutions to meet clients' unique needs and objectives. Please note that this is an individual contributor role working closely with a team. No management responsibilities included.
• The Case Specialist will stay in contact with PNCs who do not appear for their consultation, and PNCs who 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 regarding consultations.
• 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-line" experience.

Training & Development Provided:

• Attend bi-weekly sales training.
• Weekly role play sessions to strengthen your skills.
• Call debriefs.
• 1:1 Coaching.
• Book club.

• 5 years of experience in sales of products or services, luxury or high-end products and services 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 and/or behavioral health industry is an asset.

What We Offer

• Competitive compensation
• A structured, growth-focused environment with clear expectations
• Purpose-driven work
• The opportunity to contribute to something meaningful and well-run

Compensation details: 00 Yearly Salary

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