Law Firm Engagement Specialist
The Siegel Law Group
Boca Raton, FL US
Posted ago
The Siegel Law Group

The Law Firm Engagement Specialist is a non-attorney salesperson who handles client intake, sales, and follow up for the Firm. They serve as a liaison with the firm’s clients and PNCs, develops relationships, provides guidance, and ensures all the client's needs are being met. The primary functions of the position are to conduct initial consultations with potential new clients (PNC) and convert them to clients and successfully onboard the new client to the legal team.  


The Law Firm Engagement Specialist is a hybrid position:

Client Relations and Sales including:

  • Conduct sales calls and initial consultations 
  • Create contacts and update contact information in the case management or contact management system 
  • Case and administrative filing 
  • Compile metrics on incoming calls and leads 
  • Review metrics with the Firm Administrator and/or Owner 
  • Calls with former and existing clients, PNCs who did not engage the firm, and professional referral sources 
  • Attend Staff Meetings


  • 2+ years experience in sales of products or services required. Strong preference is given to candidates with experience selling luxury or high-end products or services, legal services, or financial services
  • A proven track record using a consultative sales approach is required
  • Proficient in using office systems, software, and databases. Experience using MS Outlook, Calendar, Word, Excel, and Clio, strongly preferred 
  • Knowledge of the legal industry is an asset 
  • Real-life experience and a few “battle scars” to give you empathy and understanding is an asset Experience overcoming a major obstacle in life and making an important positive change in your life, so you know at your core that others can do it too, is a plus

$50,000 - $80,000 depending on experience plus bonus opportunities and benfits
About The Siegel Law Group

The Siegel Law Group, a fast-growing law firm in South Florida, knows firsthand what can happen if you are unprepared for life’s challenges. Our goal is to help those we serve with careful planning of their assets. We are also committed to helping individuals through holistic planning options and helping them qualify for much-needed benefits to impact lives positively.

Some of the benefits of joining our team include:

  • Being part of a family atmosphere
  • Paid Holidays
  • Health Insurance and 401(k) are available
  • Disability Insurance available
  • Life Insurance available

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