Community Engagement and Sales Professional

Are you passionate about helping people during pivotal moments in their lives? Do you thrive in a sales environment where you can make a meaningful difference while promoting services you believe in? Join our team as a Community Engagement and Sales Professional at Pettis Webber Pacific P.S. In this dynamic role, you will help clients navigate the complexities of estate planning while engaging with the community and driving business growth. You’ll work as a trusted advisor, fostering relationships and guiding clients to secure their legacies and financial futures.

Why Join Us?

• Supportive Team Environment: Work alongside other professionals who value collaboration and client care.
• Career Expansion Opportunities: Gain exposure to the legal industry, develop your skills, and grow within a thriving and mission-driven organization.
• Meaningful Work: Be part of a firm focused on empowering clients through comprehensive estate planning services, making a positive impact in their lives.
• Dynamic Workplace: Experience a fast-paced, engaging, and rewarding environment, with plenty of opportunities for growth and recognition.

1. Community Outreach:

• Act as a representative of the firm at local networking events, business functions, and community gatherings, promoting our estate planning services and increasing awareness of the importance of planning for the future.
• Develop, plan and deliver engaging presentations that clearly convey the benefits of estate planning and our firm’s expertise.

2. Sales and Client Acquisition:

• Conduct initial consultations with prospective clients to identify their estate planning needs and present our range of legal services.
• Engage in proactive sales outreach, utilizing phone calls, emails, and networking efforts to generate leads and new business opportunities.
• Follow up with leads to answer questions, address concerns, and move them through the sales process.

3. Client Relationship Management:

• Build and maintain long-term relationships with clients and referral partners, ensuring they receive exceptional service throughout the engagement.
• Facilitate seamless transitions for new cases to the legal team, ensuring clients feel supported and confident in their decision to move forward with our services.
• Provide clients with transparent, professional guidance, building trust and rapport along the way.

4. Sales Goals and Reporting:

• Meet or exceed sales targets by managing a pipeline of leads and conversions, using CRM tools to track interactions and progress.
• Report regularly to senior management on sales performance, lead generation efforts, and client engagement activities.

We seek empathetic, client-focused professionals who:

• Educate and empower clients without relying on high-pressure sales tactics.
• Build authentic, trust-based relationships through active listening and adaptability.
• Communicate clearly and professionally both verbally and in writing.
• Demonstrate resilience and empathy in emotionally charged or sensitive situations, such as those surrounding estate planning.
• Prioritize and close sales by emphasizing the urgency and value of securing one’s legacy.
• Learn quickly and stay motivated in a fast-paced, results-oriented environment.
• Navigate technology proficiently, with experience using CRM systems a plus.
• Uphold firm policies while maintaining a positive team culture and client-first mindset.

Preferred Experience:

• Previous sales or client intake experience, preferably in legal, healthcare, or other service-oriented industries.
• Proven ability to meet or exceed sales goals in a consultative sales role.
• A passion for helping others and providing meaningful services to clients during pivotal life events.