Smith Barid, LLC · 1 day ago
Non Attorney Intake and Sales Professional
Savannah, GA
Full-time
Onsite
Entry, Mid Level
2+ years expSmith Barid, LLC is a company focused on estate planning that emphasizes legacy, clarity, and peace of mind. They are seeking a Non Attorney Intake and Sales Professional to lead initial client consultations and provide information to help families make informed estate planning decisions.
Legal
Responsibilities
Lead initial client consultations (trusts, wills, asset protection)
Ask thoughtful questions to uncover what truly matters to clients
Educate families on estate planning options in clear, relatable terms
Present service packages and guide clients to confident decisions
Collaborate with attorneys and document activity in LawFlo
Qualification
Required
Lead initial client consultations (trusts, wills, asset protection)
Ask thoughtful questions to uncover what truly matters to clients
Educate families on estate planning options in clear, relatable terms
Present service packages and guide clients to confident decisions
Collaborate with attorneys and document activity in LawFlo
Take ownership and follow through without being reminded
Lead with empathy while still guiding clients to action
Believe clarity builds trust in every conversation
Value excellence over shortcuts
Grow through coaching, feedback, and practice
Natural relationship-builder with a consultative mindset
Confident leading conversations and closing with integrity
2+ years in client-facing roles (sales, legal, financial, insurance, etc.)
Tech-savvy and comfortable with CRM systems
Thrive in a results-driven, mission-focused environment
Company
Smith Barid, LLC
Business Attorney
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Michael Smith, Esq.
Co-Founder and CEO
Company data provided by crunchbase