Client Engagement & Sales Specialist

Client Engagement & Sales SpecialistHelp Families Protect Their Legacy. Build a Career That Makes a Difference.Location: Northborough & Natick, Massachusetts (Hybrid)Some people sell products.At Kristine Romano Law, you'll help families make one of the most important decisions they'll ever make, protecting the people they love, preserving their assets, and planning confidently for the future.Every conversation you have can provide peace of mind to someone facing life's biggest milestones or challenges. Whether they're planning for retirement, protecting their children, or navigating elder care, you'll be the trusted guide who helps them take the next step.If you're a relationship-builder who thrives on meaningful conversations rather than high-pressure sales tactics, we'd love to meet you.Why You'll Love Working HereFor nearly 20 years, Kristine Romano Law has earned a reputation for compassionate legal guidance in estate planning, elder law, special needs planning, and long-term care planning.We're a boutique law firm that believes every client deserves exceptional care, clear communication, and trusted guidance. Our culture is built on empathy, collaboration, integrity, and excellence.Here, success isn't measured by how many calls you make.It's measured by the families you help.Compensation:$60,000 yearly base plus bonusResponsibilities:What You'll DoAs the Client Engagement & Sales Specialist, you'll be the bridge between prospective clients and the legal solutions that can change their future.You'll:Build meaningful relationships with prospective clients through consultative conversationsFollow up on consultations and guide families through the decision-making processClearly communicate the value of estate planning and elder law servicesHelp clients feel confident, informed, and supported every step of the wayMaintain consistent communication through phone, email, and textManage your sales pipeline and client journey using CRM systemsPartner closely with our attorneys and intake team to deliver an exceptional client experienceIdentify opportunities to improve client satisfaction and conversion ratesContribute directly to the continued growth of our firmWho You AreYou genuinely enjoy helping people.You listen first, build trust naturally, and guide conversations with confidence and empathy.You don't believe in pressure; you believe in providing value.Qualifications:We're looking for someone who has:3+ years of experience in sales, client engagement, intake, or business developmentA consultative sales approach focused on relationships rather than transactionsExceptional communication and active listening skillsConfidence in discussing sensitive topics with compassion and professionalismStrong organizational and follow-up skillsA results-driven mindset with personal accountabilityThe ability to build trust quickly and authenticallyBonus Points If You HaveExperience in estate planning, elder law, legal services, financial services, healthcare, or insuranceExperience using CRM systems such as Clio, Smokeball, or similar platformsPrevious law firm intake or client experienceWhat Success Looks LikeYou'll thrive in this role when you:Consistently convert consultations into engaged clientsCreate an outstanding experience where every prospective client feels heard and valuedMaintain proactive and organized follow-upCollaborate seamlessly with attorneys and team membersContribute to both firm growth and exceptional client satisfactionCompensation & BenefitsBase Salary: $60,000 annuallyOn-Target Earnings: Up to $100,000+ through a generous performance-based bonus structure.Comprehensive Benefits IncludeHealth InsuranceDental InsuranceVision InsuranceLife InsuranceLong-Term Disability Coverage401(k) with Employer MatchPaid Time OffHybrid Work EnvironmentProfessional Development & Growth OpportunitiesWhy Join Kristine Romano Law?We're building something special.You'll join a supportive, collaborative team that genuinely cares about one another and the families we serve.You'll have the opportunity to:Make a meaningful impact every single dayBuild trusted relationships instead of making cold salesGrow into leadership, business development, or operations rolesWork alongside experienced attorneys committed to excellenceBe part of a firm where compassion and professionalism go hand in handThis is more than a career.It's an opportunity to help families create security, preserve their legacy, and find peace of mind.Ready to Make an Impact?If you're looking for a career where your ability to connect with people truly matters, and where your success is measured by the lives you improve, we'd love to hear from you.Apply today and become part of a team that's helping families protect what matters most.About CompanyAt Kristine Romano Law, we help individuals and families plan for the future and navigate important life transitions with confidence. Our practice focuses on estate planning, probate administration, elder law, guardianships, and long-term care planning.We understand that clients often come to us during emotional and challenging times. Because of this, our team is committed to providing thoughtful legal guidance with professionalism, compassion, and clear communication.Our firm values a collaborative and respectful workplace where team members support one another and take pride in delivering high-quality service. We are dedicated to helping families protect what matters most while creating a positive and professional experience for every client we serve.
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