Job Description

Company Description

atCAUSE Law Office is an Elder Law firm in Clearwater, Florida and home of the Non-Stuffy Attorneys®. We specialize in flat-fee Estate Planning, Probate, Elder Law, Medicaid Planning, and related services for individuals, families, and small businesses in Florida. Our mission is: We transform our clients' challenges into peace of mind with a warm, professional, and uplifting approach that inspires confidence. 

Role Description

We are looking for a highly motivated Professional Sales Consultant to join our team. In this role, you will act as the second point of contact for prospective clients after they have gone through the intake process, conducting consultative conversations to understand their estate planning, probate, elder law, or Medicaid needs. You will guide them toward the right flat-fee solutions in a caring, trustworthy, and non-salesy manner.

One thing to understand is that, as a law firm, we are not able to reach out directly to the public, unsolicited. For you, this means that there are NO COLD CALLS.

What you'll be doing

• Manage your calendar of scheduled leads to ensure enough time for your consultations as well as keeping up with your notes in the CRM. (We understand that you as a sales person may not love all of the admin that goes along with sales, but in a law firm, it is vital).
• Work with your intake team to make sure that consults being scheduled are qualified properly.
• Manage your follow ups to answer any additional questions that clients may have and cultivate new opportunities to close the deal.
• Conduct friendly, consultative consultations (phone, virtual, or in-office) to uncover clients’ legal needs, concerns, and goals.
• Clearly explain atCAUSE’s flat-fee services in simple, relatable terms and recommend tailored solutions that provide real value and peace of mind.
• Collaborate closely with our attorneys and support team to ensure accurate service recommendations and smooth handoffs.
• Manage the full sales process after intake through needs assessment, proposal presentation, objection handling, and closing.
• Maintain accurate client records and pipeline activity in our CRM system.
• Consistently meet or exceed monthly and quarterly new client acquisition targets.
• Participate in trainings to grow your knowledge of our practice areas and how you can use that training to communicate more effectively with prospects.
• Generate referrals by delivering exceptional client experiences that reflect our “Non-Stuffy” culture.

Who you are

• 2–5+ years of proven success in consultative sales, professional services, insurance, financial planning, or elder care-related fields. Having done so in a law firm environment would be a plus.
• Exceptional communication and active listening skills, with the ability to explain complex legal concepts in clear, everyday language that puts people at ease.
• Self-motivated, resilient, and comfortable with being expected to hit sales targets.
• Experience with CRM systems (we use Zoho) and strong proficiency in Microsoft Office or Google Workspace.
• Familiarity with estate planning, probate, or elder law is a strong plus, but a willingness to learn quickly is equally valued.
• We are the Non-Stuffy Attorneys and we take that very seriously. So you can't love to wear a suite to work or have endless meetings about KPI's and SWOT analysis. We work hard. We get things done. We try our best to have a good time on the way and have an environment everyone actually likes to work in.
• You are competitive but also a team player. You need to want to top the leaderboard every month, but if you don't, let's cheer for the one who was. Their success only means more for all of us.

Compensation and Benefits

• Salary Plus Bonuses: On target earnings would put a successful candidate between $120,000 - $150,000+ per year.
• PTO and sick days after 90 days
• Unlimited PTO after one year
• Fun and "Non-Stuffy" atmosphere
• Relaxed dress code
• In-house training programs
• Weekly catered meals in the office
• Free snacks and drinks in the office

COMMITMENT TO DIVERSITY

atCause Law is an equal opportunity employer and does not discriminate on the basis of anyone's race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively fosters inclusion in all forms. We recognize that a multigenerational and multicultural workforce. reflective of our communities, is an integral and welcome part of a successful and ethical business.

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