Overview
Associate Estate Planning Attorney Jobs in Carlsbad, CA at Opelon LLP
We at The Simone Law Firm, P.C. are a collaborative, welcoming, and positive team. We authentically care about one another and our clients. We work hard, trust and respect one another and value the contribution that every team member makes to serving our clients. We value people who are task-focused and results-oriented yet balanced with honest and ethical work so that we can trust in each other and produce quality results for our clients. We work hard each day and take time to celebrate our accomplishments.
If you are a self-starter who enjoys working with people, managing client relations, collaborating with a team of professionals, and earning the trust of your colleagues, you might be an excellent match for our client service and intake specialist. We are looking for a mature, experienced customer service team member to be the first point of contact for our clients. You will be an integral part of developing client trust and the client relationship.
Compensation:
$38,000 – $50,000 yearly
Responsibilities:
The basic duties of the position are:
Provide an outstanding experience of service and professionalism to our clients, potential clients and vendors
Talking to potential clients to find people who are A+ clients who need the firm’s help
Screening out unqualified leads to protect the lead’s and the attorney’s time
Schedule consultations for new potential clients and follow up with potential clients before and after their initial consultation
Process payments for initial consultations prior to scheduled appointment using LawPay
Ensuring the firm calendar and sales calendars are up-to-date and organized, reflecting scheduled consultations and other important meetings and deadlines
Smoothing out the engagement process by sending retainer agreements and requests for retainer payments and documents and following up if not received
Following up with potential new clients who at first do not schedule consultations but may with a follow-up call
Also serve as a part-time receptionist, answering all incoming calls to the office and ensuring all calls are answered promptly and handled efficiently and professionally
Qualifications:
Experience and Skills Required:
Customer service experience is required. Legal experience is a plus
Sales experience preferred
You must be comfortable with a computer and demonstrate proficiency with common office applications (Word, Outlook, Excel). You must have excellent spelling and grammar
Ability to relate to individuals from diverse backgrounds to build trust and rapport
You MUST be a positive person, maintain a positive attitude, and work collaboratively with other team members as well as current and potential clients
Ideal candidates have phone sales experience and are able to empathize with callers who may be in the midst of a challenge and/or a deeply personal situation
High School Diploma Required; Associates Degree or higher preferred
About Company
We serve our clients in the areas of Nursing Home Law, Health Law, Elder Law, Wills and Estates, Homeowner Association Law, Real Estate, Planning & Land Use, Zoning, Corporate, Contract, Business Law, and Collection in both New Jersey and Pennsylvania.
Visit our website to learn more about who we are and what we do.
Who we are:
Detail-oriented
– quality and precision-focused
Outcome-oriented
– results-focused with a strong performance culture
Stable
– traditional, stable, strong processes
Team-oriented
– cooperative and collaborative
Honesty – Instills respect for all and is ethical/trustworthy in all of the firm’s actions
The firm offers benefits including PTO, health, dental and vision insurance, 401K with matching (after 90 days of full-time employment), and quarterly bonuses.
Title: Associate Estate Planning Attorney
Company: Opelon LLP
Location: Carlsbad, CA
