Grimaldi Law Firm · 1 day ago
Non-Attorney Sales Representative
Hollywood, FL
Full-time
Onsite
Mid, Senior Level
$100K/yr - $100K/yr
5+ years expGrimaldi Law Firm is a fast-growing, mission-driven firm that supports families through significant life decisions. They are seeking an experienced inside sales professional to convert warm inbound leads into premium estate planning clients, requiring confidence and emotional intelligence.
Law Practice
Responsibilities
Convert warm, qualified leads into closed estate planning engagements
Conduct consultative sales calls with families and affluent clients
Confidently present premium service options and guide decision-making
Maintain disciplined follow-up and pipeline momentum
Manage CRM (HubSpot) with accuracy; track KPIs and forecasts
Ensure smooth handoff to the legal team after closing
Update the customer database regularly to provide the most up-to-date client information to the sales team
Qualify incoming leads so appointments are arranged as fast as possible to provide an excellent customer service experience
Record monthly and quarterly sales and performance goals to ensure they are being met
Funnel new qualified leads into the sales pipeline by following up with each prospect via email, phone calls or other forms of communication
Qualification
Required
Proven success in consultative, high-value sales
Strong communication, discovery, and objection-handling skills
5 + years of high-ticket B2C closing experience
Comfortable selling services priced in the thousands
Handle sensitive conversations with professionalism and confidence
Thrive in a performance-based, metrics-driven environment
Disciplined, persuasive, and results-focused
Proven track record of at least 2 years of experience in a sales position or related field
Working knowledge of the sales process and CRM software
Must have a valid U.S. driver's license and be able to travel by car
Great time management, interpersonal, and communication skills, both written and verbal
Preferred
Experience in legal, financial, insurance, or similar industries preferred
Proficiency with CRM systems (HubSpot preferred)
High school diploma or equivalent required, college degree preferred
Company
Grimaldi Law Firm
Grimaldi Law Firm is dedicated to protecting our client's assets, freedom, and peace of mind through estate planning.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase