• Medical Record Retrieval
• Legal Mastermind & Consulting Services
Role Overview
- We are seeking a highly motivated, cold-calling driven Account Executive focused on selling our medical record retrieval services to personal injury law firms. This fully remote position will place a heavy emphasis on cold calling, setting up sales meetings and closing those sales meetings with potential clients across the U.S. You will be responsible for driving new business, developing relationships, and ultimately closing deals.
- As an Account Executive, you will become a subject matter expert in our record retrieval solution. You'll navigate the full sales cycle, from initial cold calls to successfully closing contracts and generating long-term partnerships. Your goal will be to develop a healthy pipeline of new business by engaging personal injury law firms, understanding their pain points, and converting them into satisfied clients.
- This is a hunter role, ideal for a self-starter with a passion for finding and closing deals, particularly someone who thrives in a fast-paced sales environment and is excited by the challenge of cold outreach and sales closing.
Key Responsibilities
- Cold Call law firms across the U.S. (160+ calls per day), identifying potential clients and securing appointments to discuss our solutions.
- Conduct discovery calls/meetings to uncover operational pain points, record volumes, and potential areas for efficiency improvement in law firms.
- Build and maintain an active sales pipeline, ensuring all activities and opportunities are recorded accurately in our CRM.
- Pitch our medical record retrieval solution over the phone and through virtual demos, focusing on value, ROI, and workflow improvements.
- Close sales meetings by skillfully navigating objections and securing firm commitments.
- Collaborate with internal teams (operations, onboarding, marketing) to ensure seamless transitions from the point of sale to client onboarding.
- Attend 10-12 legal industry events in person annually to network, generate new leads, and deepen relationships with current and potential clients.
- Expand relationships with existing clients, identifying upsell opportunities and cross-selling additional services where applicable.
- 2+ years of successful cold calling and B2B sales experience (preferably in legal services, SaaS, or medical records/healthcare).
- Proven track record of closing deals and consistently exceeding sales targets.
- Strong consultative selling skills, with the ability to present value, not just features.
- Comfortable conducting virtual demos and presentations via Microsoft Teams with decision-makers.
- Exceptional communication skills—both verbal and written.
- Highly organized, self-driven, and comfortable working independently in a remote environment.
- HubSpot experience preferred, but not required.
- Willingness to attend 10-12 legal events in person annually (conferences, trade shows, masterminds).
This position offers a competitive base salary combined with uncapped commissions, directly tied to the revenue you generate:
- $20 per hour base rate
- Uncapped commissions, with a progressive structure:
- 5% of revenue from direct sales in Year 1
- 3% in Year 2 from previous year’s sales
This compensation model rewards high performers with the ability to build a compounding book of business and significantly increase annual earnings.
- Competitive base salary plus uncapped commission
- OTE (On-Target Earnings) for Year 1: $80k - $100k
- Fully remote work environment
- Opportunity for career growth with an expanding company, new services, and platforms
- Work within a driven, entrepreneurial team that values initiative and results
- Health, dental, and vision insurance
- PTO (vacation, sick, and flexible time off)
- 401(k) with a 100% matching component
- Team member referral program
- Weekly payroll and fun company outings throughout the year
Skills Required
- 2+ years of successful cold calling and B2B sales experience
- Proven track record of closing deals
- Strong consultative selling skills
- Comfortable conducting virtual demos and presentations
- Exceptional communication skills
- Highly organized and self-driven
- HubSpot experience
What We Do
Rob Levine Legal Solutions is a leading provider of comprehensive legal support services for small to mid-sized law firms. With over 25 years of experience in the legal industry, the company specializes in medical record retrieval, certified and trained legal staffing, implementing and optimizing legal technology, and mastermind group and strategic consulting. Rob Levine Legal Solutions offers unmatched expertise and tailored solutions that help law firms streamline operations, enhance efficiency, and achieve measurable growth. For more information about how Rob Levine Legal Solutions can help your firm grow, visit www.roblevinelegalsolutions.com or email us at [email protected] -Medical Record Retrieval for Attorneys & Law Firms: Fully integrated with case management systems, Rob Levine Legal Solutions simplifies the process of gathering medical records, allowing paralegals to focus on higher-value tasks. -Staffing Solutions: Law firms can now access trained and certified case managers, legal assistants, and intake representatives at a fraction of the cost of U.S.-based staff. This enables firms to manage their workloads more efficiently without compromising on quality. -Mastermind Program: Offering structured growth strategies through virtual and in-person meetings, the program helps firms achieve measurable results with expert guidance on business development, marketing, operations, and more. -Legal Consulting: Expert guidance on adopting cutting-edge legal technology optimizing existing case management systems and technology, to streamline operations, eliminate bottlenecks, and boost productivity.
