Referral Manager

Morgan & Morgan, P.A.
Saint Louis, MO
On-site

Who this role is best for

Geared toward candidates with legal sales experience comfortable with in-person prospecting and relationship-building. The role emphasizes proximity to St. Louis and requires consistent lead generation and client engagement.

Best fit for

  • Candidates with legal sales experience and a proven ability to build relationships with law firms
    — “present our value proposition, educate them, and keep them up to date on the different service areas”
  • Individuals who thrive in a professional, client-facing environment with a strong personal brand
    — “present themselves in a well-dressed, professional, and classy persona”
  • Candidates with a history of exceeding sales targets and managing a diverse set of accounts
    — “Consistently beat expectations and goals”

Things to consider

  • Must be located within an hour of St. Louis, limiting remote or out-of-area candidates
    — “This Referral Manager must be located within an hour of St. Louis”
  • Requires significant in-person travel and daily prospecting with law firms
    — “Prospecting and meeting firms daily in-person”

How to stand out

  • Highlight experience in legal sales and lead generation in your resume and interview responses
    — “3+ years of Business Development or Account Management Experience, preferably in Legal Sales”
  • Emphasize your ability to maintain consistent client engagement and relationship-building
    — “Remain engaged with all Active and Prospective accounts”
  • Showcase your proficiency in tracking and recording metrics throughout the sales process
    — “Track and record metrics throughout sales process”
  • Demonstrate your understanding of industry trends and competitive landscape
    — “Understand and keep up to date with industry and competitive landscape knowledge”
Pace · Fast PacedCollaboration · MediumAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • lead generation
  • financial goals
Typical background
salesaccount management

Skills & requirements

Required

Business DevelopmentAccount ManagementSalesClient Relationship Management

Preferred

Legal Sales ExperienceIndustry Knowledge

Stack & domain

Business DevelopmentAccount ManagementLead AcquisitionSales MeetingsInternal TrainingLead HandlingClient Relationship BuildingSales Metrics TrackingFinancial Data AnalysisLegal SalesPI Firm RelationshipsMicrosoft Office ProficiencySelf-motivationInitiativeTechnological CompetenceCharismaConsistencyPeople SkillsProfessionalismClassy PersonaGoal SettingFollow-upAccount Engagement

About the role

Original posting from Morgan & Morgan, P.A. via Greenhouse

At Morgan & Morgan, the work we do matters. For millions of Americans, we’re their last line of defense against insurance companies, large corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the winning fight for consumer rights. Our over 6,000 employees are all united by one mission: For the People.

Summary

The Referral Manager will visit law firms throughout their territory to develop relationships with the 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 to develop a strong book of business that will yield a robust number of leads.

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.

This Referral Manager must be located within an hour of St. Louis.

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 accounts

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

High School Diploma or GED, required | Bachelors degree, preferred

3+ years of Business Development or Account Management Experience, preferably in Legal Sales

Established relationships with PI firms in the Los Angeles area 

Strong written and verbal communication skills

Strong organizational skills

Proficiency in Microsoft Office

Ability to harness financial data to inform decisions

This position is a base salary + generous bonus structure. 

#LI-EM2

Benefits

Morgan & Morgan is a leading personal injury law firm dedicated to protecting the people, not the powerful. This success starts with our staff.  For full-time employees, we offer an excellent benefits package including medical and dental insurance, 401(k) plan,  paid time off and paid holidays.

Equal Opportunity Statement

Morgan & Morgan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

E-Verify

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the I-9 Form.   

Privacy Policy

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Source: Morgan & Morgan, P.A. careers (Greenhouse)

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