Client Sales Advisor - Business Law & Asset Protection
3 days ago
Murrieta
Job Description Client Sales Advisor – Business Law & Asset Protection Be the Force That Converts Strategy into Action WHO WE ARE We are California Business Formations — a business law firm built for entrepreneurs, investors, and professionals who want to protect their empire, eliminate risk, and scale with certainty. We specialize in Asset Protection, Entity Structuring, and Strategic Risk Elimination. We don’t do passive. We don’t do sloppy. We operate with clarity, urgency, and precision. Every consultation is a moment of truth. Every follow-up is an opportunity to win. That’s where YOU come in. WHO YOU ARE You are the Client Sales Advisor we’ve been building toward. You are not a “sales rep.” You are a closer with discipline. You know how to guide business owners through serious decisions involving money, risk, and protection—without practicing law. You are confident, composed, and relentless about follow-through. You understand that legal advice comes from the attorney, and your job is to turn that advice into decisive client action. You want pressure. In fact.. you LOVE it. You want accountability. You want upside tied to results. HOW THIS ROLE WORKS (IMPORTANT) • Our licensed attorney provides the legal advice and recommendations, • You do not give legal advice, • You:, • Lead the client relationship, • Manage the sales conversation, • Present attorney-approved solutions, • Handle pricing, objections, and next steps WHAT YOU’LL DO Client Sales & Consultations • Meet with prospective clients via Zoom, phone, and in-office, • Conduct structured discovery around goals, exposure, and concerns, • Coordinate with the attorney for legal review and recommendations, • Present approved solutions clearly, confidently, and professionally, • Handle objections, pricing discussions, and engagement decisions, • Own your pipeline end-to-end — no dropped leads, • Follow up relentlessly until the prospect engages or formally declines, • Maintain precise CRM notes, tasks, and next actions, • Work directly with attorneys on active prospects, • Ensure all legal advice comes from the attorney—not you, • Communicate attorney-approved scope, strategy, and solutions accurately, • This is a full-time, in-office position, • You show up engaged, prepared, and professional every day, • 2+ years in consultative sales, advisory, or business development roles, • Experience selling professional services (legal, financial, consulting preferred), • Confidence discussing money, risk, and consequences, • Confidence and Experience with discussing a variety of Business matters with Entrepreneurs (including finance, revenue, business structure, and general transactions), • Strong closing skills and objection-handling ability, • Relentless follow-through — you finish what you start and aren’t afraid of rejection from Clients, • CRM proficiency or the ability to master it quickly WHAT YOU GET • A mission-driven firm built for performance and growth, • Clear expectations and clean role boundaries, • Training to master our services, process, and sales system, • A high-performance team that values execution over excuses Base Salary: $55,000 – $65,000/year (based on experience) Performance-Based Incentive Compensation: This role includes uncapped incentive compensation tied to individual performance, production benchmarks, and successful outcomes. Incentives are paid monthly and based on objective performance metrics established by the firm. Realistic Earnings: $100,000+ for strong performers BENEFITS • Paid Holidays, • PTO (Personal Time Off), • Retirement Plan (once eligible), • Competitive Bonus & Commission Opportunities, • Full-time, in-office role READY TO STEP INTO THE ROLE? If you want: • Accountability, • Authority, • High standards, • High upside Send your Resume and Cover Letter to Subject line: YOUR FUTURE ROCKSTAR – CLIENT SALES ADVISOR ⏱ This position is open NOW. If you’re reading this, we’re still hiring—but we will not be hiring for long. We move fast. We expect the same. Company DescriptionWe are a boutique law firm with a passion for serving our local business owners!We are a boutique law firm with a passion for serving our local business owners!