Non-Attorney Salesperson - Case Specialist

At Robinson & Casey, our Case Specialists connect with families at the moment clarity is needed most- when questions turn into decisions. We are a highly specialized law firm focused exclusively on the Marchman Act and Guardianship cases, serving families during some of the most difficult moments of their lives. This is not high-volume intake for a general practice. This is meaningful work with real impact.What You’ll DoAs a Case Specialist, you will serve as the primary point of contact for prospective clients, guiding them through their initial questions and helping determine whether our firm is the right fit for their situation. You will gather key facts, explain next steps, and connect families with the appropriate legal pathway, all with empathy, professionalism, and clarity.Key responsibilities include:Handling consultations with families seeking help with addiction or incapacity mattersConducting structured consult calls to assess eligibility and urgencyEducating families on the Marchman Act and Guardianship optionsAccurately documenting information in our CRM and case management systemsCoordinating next steps with attorneys, client concierge, and legal staffMaintaining professionalism and compassion in high-emotion conversationsWho You AreYou are calm under pressure and emotionally intelligentYou can balance empathy with structure and processYou communicate clearly and confidently by phone and in writingYou are detail-oriented and comfortable working with systems and scriptsYou thrive in a role with high accountability and clear expectationsYou understand that accuracy and follow-through matterExperience & SkillsPrior experience in sales, case management, or client services requiredStrong verbal communication skillsComfortable with call volume and performance metricsTech-savvy and able to learn CRM and legal software quicklyPrior legal, healthcare, or social services experience preferredWhy Robinson & CaseyPurpose-driven work that changes livesA focused, expert practice (we are not generalists)Structured training and clear performance standardsA supportive, collaborative team environmentLeadership that values precision, professionalism, and growthPlease note that prior sales experience is required, preferably in the legal field and/or addiction/mental health industry. This position is hybrid with some in-person responsibilities in Boca Raton, FL. office.Compensation:$85,000 - $95,000Responsibilities:The Case Specialist will conduct in-depth meetings with prospective new clients (PNCs) for the purpose of selling legal services. During these meetings, the Case Specialist will:Follow policies and procedures on how to communicate with PNCs in the most effective and compassionate manner.Collect information about the PNCs and the matters for which they are seeking the Firm’s help.Assure the PNCs that the Firm’s attorneys and staff will be able to help them.Show compassion and empathy for their situation.Provide a general description of the Firm’s services in the area where the PNC needs help.The Case Specialist will oversee the client onboarding process:Create the Engagement Agreement and accept payment, interacting with the attorney for acceptance of the contract.Send emails to the appropriate parties within the firm to start a new case.The ability to collaborate effectively with our team is crucial, requiring passion and the skill to tailor solutions to meet clients' unique needs and objectives. Please note that this is an individual contributor role working closely with a team. No management responsibilities included.The Case Specialist will stay in contact with PNCs who do not appear for their consultation, and PNCs who do not sign up after their initial consultation, to keep the door open for them to come in when they are ready.The Case Specialist will keep detailed records regarding consultations.The Case Specialist will actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on “front-line” experience.Qualifications:5 years of experience in sales of products or services, luxury or high-end products and services is required. A proven track record using a consultative sales approach is required.Education and/or work experience equivalent to a bachelor’s degree.Strong interest in consultative solutions selling.Experience with CRM, particularly reporting, is required.Knowledge of the legal industry is an asset.About CompanyWhy This Role Is DifferentYou’ll recruit for a mission-driven firm with meaningful work You’ll contribute to building sustainable recruiting systems and pipelines Your work will have a meaningful impact on the firm and the families we serve What We OfferCompetitive compensation A structured, growth-focused environment with clear expectations Purpose-driven work The opportunity to contribute to something meaningful and well-run

Salary : $85,000 - $95,000