Client Engagement Specialist
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections apply.
We have: description of firm and role: could be "About the role". Benefits: listed. Pay: compensation line "$150,000+ (on-target earnings based on performance)". Qualifications: list of qualifications. Responsibilities: list. Skills: maybe we could combine qualifications and skills? The instruction says use those headings if content exists. We have qualifications list; we could put under "Qualifications". Skills maybe not separate; we could omit Skills heading if no distinct skills list beyond qualifications. Could also put some items under Skills but better to follow instruction: only include heading if posting has real specific content for it. We have qualifications content; we can put under Qualifications. Responsibilities content under Responsibilities. Benefits content under Benefits. Pay content under Pay. About the role content under About the role. Schedule: not mentioned, so omit. Requirements: maybe same as qualifications? Could omit Requirements if we already have Qualifications. But we could include Requirements if we think qualifications are requirements. However instruction: prefer few substantive sections over many thin ones. So we could combine qualifications and requirements into one Qualifications section. We'll omit Requirements.
Thus sections: About the role, Responsibilities, Qualifications, Benefits, Pay.
Now we need to preserve all substantive information, not invent or summarize away detail. Must not repeat job title as heading. Must not include Job ID etc. Must remove application instructions (cover letter instructions). Also remove duplicated lines.
We need to format lists with - . Use
for prose.
Let's extract prose for About the role: The first paragraph: "We are a fast-growing estate planning, probate, and fiduciary litigation law firm looking for an experienced salesperson (also called the Client Engagement Specialist) to ensure that the firm is always putting its best foot forward for potential new clients." Also later paragraphs describing firm's mission, values, etc. We need to include all substantive info about role and firm, but not the cover letter instructions. Also we need to include statements about what they believe about sales, motto, etc. Those are substantive. We'll include them in About the role.
We must be careful not to include the "If you are not a proven sales professional..." etc? That is more like qualifications or requirements. Might be better placed under Qualifications. But we can keep in About the role if it's descriptive of role expectations. However it's more like a qualifier. The instruction says preserve all substantive information; we can place it where appropriate. Could put under Qualifications as part of requirements. But we already have qualifications list; we could add those statements there.
Let's parse the posting:
Paragraphs:
1. "We are a fast-growing estate planning, probate, and fiduciary litigation law firm looking for an experienced salesperson (also called the Client Engagement Specialist) to ensure that the firm is always putting its best foot forward for potential new clients."
2. "Benefits include paid holidays, paid time off, health insurance coverage, dental and vision insurance, and the option to participate in our retirement savings plan with employer match. We pay 100% of the premiums for medical, dental, and vision benefits."
3. "If you are not a proven sales professional, and if you cannot discuss big price points and complex problems with maturity and sensitivity, please do not apply. If you don’t have the motivation to follow up with prospects, please do not continue. We need a bright, creative, empathetic, and compassionate person who can convey the value of our services to potential clients and enhance the client experience. We are here to guide clients through the estate planning and probate processes, achieve positive results, and help them and their families build a better tomorrow."
4. "Compensation: $150,000+ (on-target earnings based on performance)"
5. "Qualifications Our ideal candidate will have:A demonstrated record of success selling high-end professional services or productsInside sales experienceThe ability to build and nurture relationships with potential new clientsThe ability to interact with different types of personalitiesCompassion and empathy for potential clients, and put them at easeKnowledge of how to close a sale by creating urgency and promoting valueExceptional communication skills in person, over the phone, and in writingThe flexibility to not get discouraged when things don’t go as plannedWillingness and ability to quickly learn about new topics (like Wills, Trusts, and Probate)Real-life experience and a few “battle scars” providing empathy and understanding are assets. Experience overcoming a major obstacle in life and making an important change in your life, so you know at your core that others can do it too, is a plus.The salesperson doesn’t give legal advice, so legal experience is not required. Prior sales and customer service experience is required because we need someone who is caring and empathetic, especially toward people suffering from dementia, other progressive diseases, and who are faced with end-of-life decision-making.We are looking for a team player with the creativity and organization to help us expand our business. The person we hire must bring a high level of energy, positivity, and a can-do attitude to work every day.If you are the “high-pressure” type who thinks sales is a macho game, please do not continue. We believe sales is a service we do for our prospects to help educate them, help them think through their options, and make courageous decisions about their future. We really believe that even if we decide not to accept an engagement from a prospect, every prospective new client should leave our office better off in some way than when they came in. Our motto is, "everyone gets helped."If you come from the school of thought that making a sale is all about what you can “get” from a prospect or what you can “talk them into,” please do not apply. We believe in consultative selling where we help our prospective new clients make sense of their situation, weigh their options, and make important and often life-changing decisions.We are into using the sale as the beginning of a long-term relationship with our prospective new clients. If you are interested in a career (we really think of it as more of a “calling”) that offers competitive income and benefits, loads of training and professional development to stay sharp, total transparency (another way of saying there’s nowhere to “hide”), and fuel for your soul because we’re really and truly helping people, then please apply."
6. "Responsibilities This position will:Conduct initial client consultations to sell legal services for estate planning and probateFollow up with potential new clients who have not yet retained usManage the end-to-end sales process from consultation to hand-off to the legal team, as well as data tracking"
7. "Cover Letter Instructions:..." (remove)
Thus we need to extract About the role: maybe combine first paragraph and some of the descriptive paragraphs about firm's mission, values, etc. But we also have many statements about sales philosophy etc. Those could be part of About the role or Qualifications. Since Qualifications already has a list, we could put the philosophical statements under About the role as they describe the firm's expectations and culture. However the Qualifications list includes many items like "demonstrated record of success selling high-end professional services or products", etc. The philosophical statements are not exactly qualifications but more about fit. We could put them under About the role.
Let's decide:
About the role: include description of firm, role purpose, mission, values, sales philosophy, motto, etc. That covers paragraphs 1, 3 (the part about bright, creative, empathetic, etc), and the long paragraph after Qualifications (starting "If you are the “high-pressure” type...") Actually that long paragraph is part of Qualifications section but it's more about culture. We'll keep it in About the role.
Qualifications: list of specific qualifications: demonstrated record of success selling high-end professional services or products; inside sales experience; ability to build and nurture relationships; ability to interact with different types of personalities; compassion and empathy; knowledge of how to close a sale; exceptional communication skills; flexibility; willingness to learn about new topics; real-life experience and battle scars; experience overcoming major obstacle; prior sales and customer service experience; team player with creativity and organization; high level of energy, positivity, can-do attitude. Also note that legal experience not required. Also note that the salesperson doesn't give legal advice.
We need to preserve all these as list items.
Responsibilities: list: Conduct initial client consultations to sell legal services for estate planning and probate; Follow up with potential new clients who have not yet retained us; Manage the end-to-end sales process from consultation to hand-off to the legal team, as well as data tracking.
Benefits: list: paid holidays; paid time off; health insurance coverage; dental and vision insurance; option to participate in retirement savings plan with employer match; we pay 100% of premiums for medical, dental, vision.
Pay: "$150,000+ (on-target earnings based on performance)".
Schedule: none.
Now we need to output HTML fragment with headings
and content.
We must not include markdown fences.
Let's craft:
About the role
We are a fast-growing estate planning, probate, and fiduciary litigation law firm looking for an experienced salesperson (also called the Client Engagement Specialist) to ensure that the firm is always putting its best foot forward for potential new clients. We need a bright, creative, empathetic, and compassionate person who can convey the value of our services to potential clients and enhance the client experience. We are here to guide clients through the estate planning and probate processes, achieve positive results, and help them and their families build a better tomorrow. We believe sales is a service we do for our prospects to help educate them, help them think through their options, and make courageous decisions about their future. We really believe that even if we decide not to accept an engagement from a prospect, every prospective new client should leave our office better off in some way than when they came in. Our motto is, "everyone gets helped." We believe in consultative selling where we help our prospective new clients make sense of their situation, weigh their options, and make important and often life-changing decisions. We are into using the sale as the beginning of a long-term relationship with our prospective new clients. If you are interested in a career (we really think of it as more of a “calling”) that offers competitive income and benefits, loads of training and professional development to stay sharp, total transparency (another way of saying there’s nowhere to “hide”), and fuel for your soul because we’re really and truly helping people, then please apply.
But note: the last sentence "If you are interested in a career..." is actually a call to action; might be considered application instruction? It's encouraging to apply but not instruction. It's part of the posting's motivational language. We'll keep it.
Now Qualifications:
Qualifications
- A demonstrated record of success selling high-end professional services or products
- Inside sales experience
- The ability to build and nurture relationships with potential new clients
- The ability to interact with different types of personalities
- Compassion and empathy for potential clients, and put them at ease
- Knowledge of how to close a sale by creating urgency and promoting value
- Exceptional communication skills in person, over the phone, and in writing
- The flexibility to not get discouraged when things don’t go as planned
- Willingness and ability to quickly learn about new topics (like Wills, Trusts, and Probate)
- Real-life experience and a few “battle scars” providing empathy
for prose. Let's extract prose for About the role: The first paragraph: "We are a fast-growing estate planning, probate, and fiduciary litigation law firm looking for an experienced salesperson (also called the Client Engagement Specialist) to ensure that the firm is always putting its best foot forward for potential new clients." Also later paragraphs describing firm's mission, values, etc. We need to include all substantive info about role and firm, but not the cover letter instructions. Also we need to include statements about what they believe about sales, motto, etc. Those are substantive. We'll include them in About the role. We must be careful not to include the "If you are not a proven sales professional..." etc? That is more like qualifications or requirements. Might be better placed under Qualifications. But we can keep in About the role if it's descriptive of role expectations. However it's more like a qualifier. The instruction says preserve all substantive information; we can place it where appropriate. Could put under Qualifications as part of requirements. But we already have qualifications list; we could add those statements there. Let's parse the posting: Paragraphs: 1. "We are a fast-growing estate planning, probate, and fiduciary litigation law firm looking for an experienced salesperson (also called the Client Engagement Specialist) to ensure that the firm is always putting its best foot forward for potential new clients." 2. "Benefits include paid holidays, paid time off, health insurance coverage, dental and vision insurance, and the option to participate in our retirement savings plan with employer match. We pay 100% of the premiums for medical, dental, and vision benefits." 3. "If you are not a proven sales professional, and if you cannot discuss big price points and complex problems with maturity and sensitivity, please do not apply. If you don’t have the motivation to follow up with prospects, please do not continue. We need a bright, creative, empathetic, and compassionate person who can convey the value of our services to potential clients and enhance the client experience. We are here to guide clients through the estate planning and probate processes, achieve positive results, and help them and their families build a better tomorrow." 4. "Compensation: $150,000+ (on-target earnings based on performance)" 5. "Qualifications Our ideal candidate will have:A demonstrated record of success selling high-end professional services or productsInside sales experienceThe ability to build and nurture relationships with potential new clientsThe ability to interact with different types of personalitiesCompassion and empathy for potential clients, and put them at easeKnowledge of how to close a sale by creating urgency and promoting valueExceptional communication skills in person, over the phone, and in writingThe flexibility to not get discouraged when things don’t go as plannedWillingness and ability to quickly learn about new topics (like Wills, Trusts, and Probate)Real-life experience and a few “battle scars” providing empathy and understanding are assets. Experience overcoming a major obstacle in life and making an important change in your life, so you know at your core that others can do it too, is a plus.The salesperson doesn’t give legal advice, so legal experience is not required. Prior sales and customer service experience is required because we need someone who is caring and empathetic, especially toward people suffering from dementia, other progressive diseases, and who are faced with end-of-life decision-making.We are looking for a team player with the creativity and organization to help us expand our business. The person we hire must bring a high level of energy, positivity, and a can-do attitude to work every day.If you are the “high-pressure” type who thinks sales is a macho game, please do not continue. We believe sales is a service we do for our prospects to help educate them, help them think through their options, and make courageous decisions about their future. We really believe that even if we decide not to accept an engagement from a prospect, every prospective new client should leave our office better off in some way than when they came in. Our motto is, "everyone gets helped."If you come from the school of thought that making a sale is all about what you can “get” from a prospect or what you can “talk them into,” please do not apply. We believe in consultative selling where we help our prospective new clients make sense of their situation, weigh their options, and make important and often life-changing decisions.We are into using the sale as the beginning of a long-term relationship with our prospective new clients. If you are interested in a career (we really think of it as more of a “calling”) that offers competitive income and benefits, loads of training and professional development to stay sharp, total transparency (another way of saying there’s nowhere to “hide”), and fuel for your soul because we’re really and truly helping people, then please apply." 6. "Responsibilities This position will:Conduct initial client consultations to sell legal services for estate planning and probateFollow up with potential new clients who have not yet retained usManage the end-to-end sales process from consultation to hand-off to the legal team, as well as data tracking" 7. "Cover Letter Instructions:..." (remove) Thus we need to extract About the role: maybe combine first paragraph and some of the descriptive paragraphs about firm's mission, values, etc. But we also have many statements about sales philosophy etc. Those could be part of About the role or Qualifications. Since Qualifications already has a list, we could put the philosophical statements under About the role as they describe the firm's expectations and culture. However the Qualifications list includes many items like "demonstrated record of success selling high-end professional services or products", etc. The philosophical statements are not exactly qualifications but more about fit. We could put them under About the role. Let's decide: About the role: include description of firm, role purpose, mission, values, sales philosophy, motto, etc. That covers paragraphs 1, 3 (the part about bright, creative, empathetic, etc), and the long paragraph after Qualifications (starting "If you are the “high-pressure” type...") Actually that long paragraph is part of Qualifications section but it's more about culture. We'll keep it in About the role. Qualifications: list of specific qualifications: demonstrated record of success selling high-end professional services or products; inside sales experience; ability to build and nurture relationships; ability to interact with different types of personalities; compassion and empathy; knowledge of how to close a sale; exceptional communication skills; flexibility; willingness to learn about new topics; real-life experience and battle scars; experience overcoming major obstacle; prior sales and customer service experience; team player with creativity and organization; high level of energy, positivity, can-do attitude. Also note that legal experience not required. Also note that the salesperson doesn't give legal advice. We need to preserve all these as list items. Responsibilities: list: Conduct initial client consultations to sell legal services for estate planning and probate; Follow up with potential new clients who have not yet retained us; Manage the end-to-end sales process from consultation to hand-off to the legal team, as well as data tracking. Benefits: list: paid holidays; paid time off; health insurance coverage; dental and vision insurance; option to participate in retirement savings plan with employer match; we pay 100% of premiums for medical, dental, vision. Pay: "$150,000+ (on-target earnings based on performance)". Schedule: none. Now we need to output HTML fragment with headings
and content.
We must not include markdown fences.
Let's craft:
About the role
We are a fast-growing estate planning, probate, and fiduciary litigation law firm looking for an experienced salesperson (also called the Client Engagement Specialist) to ensure that the firm is always putting its best foot forward for potential new clients. We need a bright, creative, empathetic, and compassionate person who can convey the value of our services to potential clients and enhance the client experience. We are here to guide clients through the estate planning and probate processes, achieve positive results, and help them and their families build a better tomorrow. We believe sales is a service we do for our prospects to help educate them, help them think through their options, and make courageous decisions about their future. We really believe that even if we decide not to accept an engagement from a prospect, every prospective new client should leave our office better off in some way than when they came in. Our motto is, "everyone gets helped." We believe in consultative selling where we help our prospective new clients make sense of their situation, weigh their options, and make important and often life-changing decisions. We are into using the sale as the beginning of a long-term relationship with our prospective new clients. If you are interested in a career (we really think of it as more of a “calling”) that offers competitive income and benefits, loads of training and professional development to stay sharp, total transparency (another way of saying there’s nowhere to “hide”), and fuel for your soul because we’re really and truly helping people, then please apply.
But note: the last sentence "If you are interested in a career..." is actually a call to action; might be considered application instruction? It's encouraging to apply but not instruction. It's part of the posting's motivational language. We'll keep it. Now Qualifications:Qualifications
- A demonstrated record of success selling high-end professional services or products
- Inside sales experience
- The ability to build and nurture relationships with potential new clients
- The ability to interact with different types of personalities
- Compassion and empathy for potential clients, and put them at ease
- Knowledge of how to close a sale by creating urgency and promoting value
- Exceptional communication skills in person, over the phone, and in writing
- The flexibility to not get discouraged when things don’t go as planned
- Willingness and ability to quickly learn about new topics (like Wills, Trusts, and Probate)
- Real-life experience and a few “battle scars” providing empathy