Client Strategy and Engagement Director- Internal Sales Position

Pay: $60,000.00 – $150,000.00 per year

Job description:

Client Strategy & Engagement Director

Vitale Law Firm – Wentzville, MO

Full-Time | In Person

$60,000 Base + Performance Bonuses

Successful people in this role earn: $100,000–$125,000

Top Performers Earn $150,000+

At Vitale Law Firm, we believe families should not lose everything they built to the court system, internal conflict, or long-term care costs.

We exist to protect legacy.

We are seeking a consultative professional with maturity, emotional intelligence, and performance discipline, someone capable of sitting across from families during serious, often emotional conversations and guiding them toward responsible action.

This is not transactional selling.

This is stewardship with accountability.

This role requires both emotional strength and empathy, the ability to hold space for difficult realities while helping families move forward with clarity and confidence.

How to Apply

Submit the following via email to office@vitalelawstl.com:

1. Resume
2. Written Scenario Analysis (as outlined below)
3. Subject Line: LAST NAME_adjective that describes you_APPLICATION

Applications without the written exercise will not be considered.

The Opportunity

Every week, we meet families who:

1. Assume “a will is enough”
2. Believe beneficiaries solve everything
3. Think incapacity or long-term care won’t affect them
4. Have no structured incapacity or asset protection plan

Your role is to help them see clearly before a crisis removes their ability to choose.

You will lead structured strategy consultations, guide prospects through the decision process under attorney supervision, and convert qualified families into engaged clients.

This is a performance-based role.

We track metrics.

We expect professionalism.

We expect growth.

High performers in this role can realistically earn $100,000–$150,000 annually.

What Success Looks Like

8–10 strategy consultations per week

1. Warm inbound leads generated through seminars, referrals, and firm marketing
2. Clients typically invest $5,000–$12,000+ in estate planning
3. Success measured by consultation-to-engagement conversion
4. CRM discipline and structured follow-up are essential

High performers in this role can realistically earn $100,000–$150,000+ annually.

Who Thrives Here

You likely bring 3–5 years of consultative, high-value sales experience.

Relevant backgrounds include:

1. Financial planning or wealth management
2. Insurance or long-term care advisory
3. Professional services sales
4. Private banking or relationship management
5. High-value real estate
6. High-ticket consultative sales environments

But more important than background is mindset.

You actively seek feedback and implement it.

You do not protect your ego, you improve your performance.

You take ownership of outcomes, both good and bad.

You view skill development as an ongoing obligation.

You are coachable. You are accountable. You improve continuously.

You understand that families are not making financial decisions alone, they are making emotional decisions involving fear, responsibility, and legacy.

You are able to:

1. Listen deeply without interrupting
2. Recognize unspoken emotional concerns
3. Respond with empathy, not pressure
4. Guide without manipulating
5. Maintain composure during discussions involving illness, death, incapacity, and family dynamics

You create trust before you create action.

Professional Strength and Presence

You are comfortable with six-figure financial conversations.

You do not avoid difficult truths.

You bring:

1. Strong listening skills
2. Confidence presenting structured recommendations
3. Discipline with follow-up and CRM usage
4. Comfort operating within measurable performance standards
5. Professional ownership of results

You guide.

You do not manipulate.

You close with integrity.

What You Will Do

1. Lead structured strategy consultations with prospective clients
2. Help families understand the real risks of inaction
3. Present protection frameworks under attorney supervision
4. Convert qualified prospects into engaged clients
5. Ensure seamless onboarding to the legal team
6. Maintain disciplined follow-up and performance tracking
7. Continuously refine your skillset through feedback and coaching

You do not give legal advice.

You guide families through the decision process ethically and under attorney supervision.

This Role Is Not For Everyone

This role is for professionals who want their work to matter.

You must care about improving your skillset.

You must care about helping people.

You must be willing to be coached, evaluated, and held accountable.

If you are seeking comfort, this is not the right role.

If you are seeking growth, impact, and high-level performance, this may be the most important role you will ever take.

Required Application Exercise : Legacy Impact Story

As part of your application, you must submit a short written story about a family who failed to protect their legacy, and the consequences that followed.

You may base this on a real situation or create a fictional family (recommended). You are encouraged to give them a name (example: The Smith Family).

Write this in story format, not bullet points.

Your story should include:

1. Who They Were

1. Their stage of life, family structure, and what they had built
2. Their financial situation (home, savings, business, retirement, etc.)

2. The Assumptions They Made

1. What they believed about estate planning
2. Why they delayed or chose not to act

3. What Happened

1. The triggering event (death, incapacity, illness, or long-term care need)

4. The Impact Describe the consequences, such as:

1. Financial loss
2. Family conflict
3. Court involvement
4. Loss of control
5. Emotional stress on the family
6. Outcomes that could have been prevented

Length: 300–700 words Format: Narrative storytelling (not bullet points)

This exercise allows us to evaluate your empathy, judgment, and ability to understand the real human impact of this work.

Applications without this submission will not be considered.

This role is for professionals who want their work to matter.

You must care about improving your skillset.

You must care about helping people.

You must be willing to be coached, evaluated, and held accountable.

If you are seeking comfort, this is not the right role.

If you are seeking growth, impact, and high-level performance , this may be the most important role you will ever take.

How to Apply

Submit the following by email to office@vitalelawstl.com:

1. Resume
2. Written Scenario Analysis (as outlined above)
3. Subject line of your email LAST NAME_adjective that descibes you_APPLICATION

Applications without the written exercise will not be considered.

Job Type: Full-time

Benefits:

1. Health insurance
2. Paid time off

Work Location: In person