Attorney Referrals Account Manager BILINGUAL at Morgan & Morgan, P.A.

Summary

The Attorney Referrals Account Manager will visit law firms throughout their territory to develop and nurture relationships with lawyers, present our value proposition, educate them, and keep them up to date on the different service areas and opportunities Morgan & Morgan has to offer. The goal is strengthen and grow our referral partner community.Our proactive approach to law firm referral partner management sets us apart, as we prioritize open communication, collaboration and a shared commitment to excellence.

The ideal candidate will be a self-motivated, take initiative, technologically competent, charismatic, consistent individual, with good people skills, and present themselves in a well-dressed, professional, and classy persona.

NOTE: Account Executives must be licensed attorneys. No Exceptions.

Responsibilities

• Organize and plan their day/week in advance. This will include, setting up meetings with new law firms, follow up calls and emails.
• Remain engaged with all Active and Prospective Firms.
• Utilize oversight over their leads to ensure that they are being handled in the most effective manner
• Attend all sales meetings, events, and internal training seminars
• Acquire an abundance of leads
• Remain engaged with all Accounts/Referral partners
• Prospecting and meeting firms daily in-person
• Consistently beat expectations and goals
• Build and maintain client relationships
• Track and record metrics throughout sales process
• Meet and exceed financial goals
• Understand and keep up to date with industry and competitive landscape knowledge

Qualifications

• Bilingual Spanish/English required
• Juris Doctorate degree 
• Must be a licensed attorney- JDs without license to practice will not be considered
• Strong written and verbal communication skills
• Strong organizational skills
• Proficiency in Microsoft Office
• Ability to harness financial data to inform decisions

Preferred Qualifications:

• Business Development or Account Management Experience
• Legal sales experience

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