Sales Executive - Workday

Job Description
At Safe Harbor Estate Law, we’re seeking a dynamic Sales Manager to lead and elevate our sales team within the legal industry, focusing on estate planning and elder law. In this role, you’ll drive our firm’s growth by building strategic relationships and delivering exceptional client experiences. You’ll be at the forefront of developing referral partnerships and converting prospective clients into retained ones, ensuring our sales processes are consistently executed and our team performs at its best.

Your responsibilities will include nurturing relationships with referral sources through proactive outreach and engagement, all while embodying our firm’s values and culture. You’ll excel in converting potential clients through strategic sales conversations and follow-up strategies, including Care Calls to strengthen long-term relationships. Collaborating closely with firm leadership, you’ll implement growth strategies, refine sales processes, and utilize data-driven insights to boost conversion rates and client satisfaction.

In return, you’ll enjoy a comprehensive benefits package, a supportive workplace culture, and the opportunity to earn a competitive salary with monthly incentives, including a $1,000 sign-on bonus. Sales Responsibilities
Conduct sales consultations with prospective new clients (PNCs), effectively communicating the value of the firm’s legal services and guiding prospects toward becoming retained clients. Maintain accurate and complete client, prospect, and referral data within the CRM.

Build strong relationships with VIP contacts, developing an understanding of their preferences and needs to support personalized outreach, engagement, and gifting. Lead the Client Relations/Sales team, providing clear direction, support, and accountability to achieve or exceed established KPIs and sales goals. Coach, mentor, and train team members on sales techniques, client communication, relationship-building, follow-up strategies, and CRM best practices. Conduct regular 1:1 meetings, call reviews, and performance coaching to strengthen individual and team effectiveness.

Partner with firm leadership to develop, refine, and implement sales strategies and training programs. Accountability & Performance Management
Track, analyze, and report key sales metrics, including conversion rates, show rates, referral performance, sales activity, and other established KPIs. Hold self and team members accountable for achieving sales goals, activity expectations, and quality standards. Monitor CRM usage and ensure consistent, accurate, and timely documentation across the team. Identify trends, opportunities, and areas for improvement using sales and client data.

Ensure sales practices align with the firm’s values, established processes, compliance requirements, and client experience standards. Lead and continuously improve the firm’s Care Call strategy to strengthen relationships with former clients and encourage long-term engagement with the firm. Promote a consistent, high-quality client experience throughout the sales process and ongoing relationship with the firm. Build and nurture relationships with professional contacts and referral partners to expand the firm’s referral network and generate high-quality referrals.

Maintain consistent outreach and follow-up with referral sources to strengthen long-term partnerships. Represent the firm at networking, referral, and marketing events and potentially serve as a speaker or presenter. Develop and implement the firm’s Care Navigation Program in partnership with leadership. Experience in leading and motivating sales teams to achieve and exceed targets. Proven track record of developing and implementing strategic sales plans. Experience in providing coaching and development opportunities to enhance team performance.

Ability to analyze sales data to identify trends and opportunities for improvement. Experience in collaborating with leadership to refine sales processes and strategies. Safe Harbor Estate Law helps MN and WI families protect what matters most through estate planning, elder law, asset protection, Medicaid planning, probate, and related services.

Integrity

We earn trust through integrity & quality..

Family

We value communication, teamwork, unity, and long-term relationships
Medical, dental, and vision insurance with 90% employer-paid coverage for employees and their families
~100% employer-paid life and disability insurance
~Paid time off and paid holidays
~ Wellness reimbursement
~ Home-office reimbursement
~ Flexible scheduling
~ Team-building activities and firm celebrations
~$1,000 sign-on bonus