Client Solutions Specialist

Responsibilities

• Serve as the primary advisor during prospective client consultations, helping families understand their options and confidently move forward.
• Conduct scheduled consultations with prospective clients.
• Build trust through thoughtful questions, active listening, and education.
• Recommend estate planning and elder law solutions based on each family's goals.
• Confidently ask for the business when the solution is the right fit.
• Maintain disciplined follow-up with prospective clients who need additional time.
• Track consultations, opportunities, and conversion metrics within our CRM.
• Build and strengthen relationships with referral partners throughout the St. Louis region.
• Collaborate closely with attorneys, intake, and operations to create an exceptional client experience.
• Represent Polaris Estate Planning and Elder Law with professionalism, integrity, and credibility.

Qualifications

• You thrive if you enjoy meeting new people and quickly building genuine trust.
• You are comfortable leading conversations involving both emotional and financial decisions.
• You have a proven history of consultative sales success.
• You know how to ask for the business naturally and confidently.
• You take ownership of your results.
• You are coachable and always looking to improve.
• You present yourself professionally and communicate with confidence.

About the Role

Polaris Estate Planning and Elder Law is a firm dedicated to helping families protect the people they love through thoughtful estate planning and elder law solutions. As a Client Solutions Specialist, you will work alongside experienced attorneys and an outstanding support team in a firm that values professionalism, collaboration, accountability, and continuous growth.

Benefits

We offer a competitive compensation package that rewards performance, including $50,000 base salary plus performance incentives, with top performers earning $100,000–$150,000+ annually. Paid time off, professional development and coaching, supportive, team-oriented culture, and opportunities for career growth are also provided.