Client Engagement Specialist (Estate Planning & Probate)
$65k - $150kShoup Legal. A Professional Law Co
Description:
Do you excel at building trust, guiding important decisions, and helping people take action?
Are you a consultative sales professional who enjoys helping families solve meaningful problems rather than selling products? If so, we would love to meet you.
We are a fast-growing estate planning, probate, and trust administration law firm dedicated to helping families protect their loved ones, preserve their assets, and gain peace of mind. We are seeking a Client Engagement Advisor to meet with prospective clients, understand their goals, educate them about available solutions, and help them confidently move forward with our firm.
This is not a cold-calling position. Qualified prospective clients are generated through our marketing efforts and educational events. Your role is to build trust, uncover needs, communicate value, and guide prospects toward making informed decisions.
What You'll Do
- Conduct consultative meetings with prospective clients.
- Identify client concerns, goals, and priorities.
- Educate prospects regarding the planning process and available services.
- Communicate the value of working with our firm.
- Follow up consistently with prospective clients who have not yet retained the firm.
- Track leads, opportunities, and conversion metrics within our CRM.
- Support educational workshops, webinars, and community events.
- Collaborate with attorneys and staff to ensure an exceptional client experience.
What Success Looks Like
- Strong consultation-to-client conversion rates.
- Consistent follow-up activity.
- Excellent client experience and satisfaction.
- Accurate CRM documentation.
- Positive contributions to firm growth.
Compensation & Benefits
- Competitive base salary; $65k - $150k depending on performance bonuses
- Performance-based incentive compensation
- Paid training
- Professional development opportunities
- Career advancement opportunities as the firm grows
Why Join Us?
We are building something special. Our team is passionate about helping families navigate some of life's most important decisions. If you want meaningful work, professional growth, and the opportunity to make a real difference while being rewarded for your performance, we'd love to hear from you.
Requirements:* Please note, applicants who do not follow instructions will not be considered for the position.*
What We're Looking For
- Proven success in consultative sales.
- Strong relationship-building skills.
- Excellent communication and listening abilities.
- Ability to guide emotional conversations with professionalism and empathy.
- Strong organizational and follow-up skills.
- Competitive, goal-oriented mindset.
- Ability to thrive in a fast-paced environment.
Preferred Experience
Experience in one or more of the following:
- Financial Services
- Wealth Management
- Insurance
- Professional Services
- Real Estate
- Healthcare
- Senior Services
- Legal Services
Compensation details: 65000-150000 Yearly Salary
PI8ce1f18ef52f-26289-34209018
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Engagement Specialist (Estate Planning & Probate) in Nuevo, CA vacancy
$65k - $150k
..., we would love to meet you. We are a fast-growing estate planning, probate, and trust administration law firm dedicated to helping... ...their assets, and gain peace of mind. We are seeking a Client Engagement Advisor to meet with prospective clients, understand their...SuggestedShoup Legal. A Professional Law Co
Perris, CA3 days ago$16 - $21 per hour
...are interested in our products and services. Opportunities to engage with the community outside of the store to expand your loyal... ...individual-based commissions if you hit all your sales goals. Planning to go above and beyond? With our commission program, the opportunities...SuggestedHourly payFull timeTemporary workWork experience placementSummer workImmediate startShift workWeekend workAfternoon shiftVerizon
Menifee, CA5 days ago$18 - $20 per hour
...efforts, including local outreach, digital engagement, and community-level lead generation.... ...wireless retail, automotive sales, real estate, hospitality sales, retail sales, restaurant... ...vision, and life insurance options, HSA/FSA plans, short and long-term disability paid by...SuggestedHourly payFull timeTemporary workLive inWork at officeLocal areaFlexible hoursShift work- ...Customer Relations Specialist We are looking for a Customer Relations Specialist to support clients with travel planning and booking services. In this role, you will assist clients in exploring travel options, coordinating reservations, and ensuring a smooth and positive...SuggestedRemote workFlexible hours
Traveling with Tasha
Moreno Valley, CA5 days ago $19 per hour
...Data Entry with Warehouse Experience Our client, a dynamic player in the logistics... ...career advancement within the organization Engage in a role that contributes to overall... ...eligible for: ~ Medical and Prescription Drug Plans ~ Dental Plan ~ Supplemental Life...SuggestedHourly payTemporary workMonday to FridayShift work- ...are able to enroll in our company’s 401k plan and RB Global will match 100% for the... ...? We’re looking for a Seller Experience Specialist who loves partnering with customers to understand... ...account health, leading multi-platform engagement, and identifying opportunities for...Full timeContract workWork experience placementImmediate startWorldwide
Ritchie Bros.
Perris, CA3 days ago $16.9 per hour
...Assess customer needs by sharing product knowledge, answering questions, directing them to merchandise, and offering recommendations. Engage in suggestive selling while staying informed on product availability. Promote store events and promotions: Inform customers...Hourly payPart timeLocal areaImmediate startFlexible hoursNight shiftWeekend workAfternoon shift- ...Thrive in a dynamic environment, using your communication skills to engage customers and drive sales. Tech-Savvy & Detail-Oriented:... ..., you may also be offered a competitive bonus and/or commission plan, which complements a first-class total rewards package. Benefits...Minimum wagePart timeLocal area
- ...efficiency. Responsibilities: Canvass residential neighborhoods in the SoCal Gas and Southern California Edison service territory to engage homeowners. Educate homeowners about the benefits of energy efficiency and the specific no-cost upgrade programs available...For contractors
$24 - $30 per hour
...upcoming potential projects. Utilize LinkedIn Sales Navigator and Zoom Info to identify potential contacts and make appointments with clients. Utilize multiple platforms for mass mailing and marketing outreach. Participate in the aggregation and tracking of the leads...Hourly payWork at officePower Plus
Perris, CA3 days ago- Job Description Job Description We are seeking a competent, detail-oriented, and customer service-friendly Office Assistant to join our small office support team. This role offers the opportunity to be trained in new skills and grow within the company, reporting directly...Part timeWork at officeMonday to Friday
Western Way Recycling, Inc.
Perris, CA3 days ago $16.9 - $24 per hour
...SUMMARY & SCOPE The Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting cashier tasks, keeping fixtures stocked with merchandise, maintaining overall...Full timePart timeWork experience placementLocal areaFlexible hoursShift workAfternoon shiftUlta Beauty
Perris, CA1 day ago$24 - $30 per hour
...California, seeks a customer service professional adept at using various tools, including AI and social media, to connect with prospective clients. The role involves direct interaction with customers via phone and email, ensuring inquiries are handled efficiently and...Hourly payWork at office$19 per hour
...care for their cars and selling our car wash memberships. This role combines customer service with a focus on sales, requiring you to engage with customers, understand their needs, and confidently recommend the best solutions. You’ll be responsible for: Explaining...Base plus commissionWork experience placementGO Car Wash Management Corp
Moreno Valley, CA3 days ago$18 per hour
Now hiring: Receptionist Location: Murrieta, CA Pay Rate: $18.00 per hour Shift: 9:30 AM-2:30 PM | Monday - Friday Problem Solver? Listener? You'll Fit Right In Got people skills? Join us as a Receptionist and deliver the kind ...Hourly payWeekly payWork at officeImmediate startMonday to FridayShift workStaffmark
Perris, CA3 hours ago- Ulta Beauty, Inc. in Perris, California is looking for a Beauty Advisor to provide exceptional guest service while engaging and assisting customers in their beauty needs. The role involves supporting retail and service sales, maintaining store cleanliness, and contributing...Flexible hoursAfternoon shift
$18 - $20 per hour
...equal opportunity employer and considers all applicants without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected status under applicable law. Five Point Dental SpecialistsHourly payFull timeWork at officeLocal areaShift work- Marriott Hotels - 19310 Harvill Ave - Responsibilities: Process all guest charges and payments during night audit; Balance and drop receipts and complete end-of-shift cash handling; Operate night audit backup and perform end-of-day procedures; Print contingency lists and...Shift workNight shift
Marriott
Perris, CA5 days ago - Position: Bilingual Front Desk ReceptionistCompany: Cool Smiles OrthodonticsLocation: OC & Inland areaJob Type: Full-TimePay: $18.00-$19.00 per hourBenefits401(k) with company matchHealth insurancePaid time offPaid holidaysUniform allowanceScheduleMonday to Thursday: 8:...Work at officeLocal area
$18.75 per hour
Job Title Complete end-of-day activities including posting charges to accounts, running night audit backup, and roll the date. Process all payment types such as room charges, cash, checks, debit, or credit. Process adjustment vouchers, paid-outs, correction vouchers...Hourly payFull timeWork experience placementBank staffLocal areaWorldwideShift workNight shiftMarriott International Inc
Perris, CA9 days ago$20 per hour
...store will stand out. You will help identify client needs, present and answer questions about... ...~ Go the extra mile to engage customers Greet and direct customers... ...procedures Benefits Health Care Plan (Medical, Dental & Vision) Retirement...Temporary workWork experience placementEwing Outdoor Supply
Moreno Valley, CA1 day ago- ...accurate and detailed records of customer interactions in the CRM Follow up consistently with prospects to nurture leads and re-engage inactive customers Meet or exceed daily, weekly, and monthly performance goals (calls, appointments, show rates, conversions)...
Pedder Auto Group
Moreno Valley, CA21 days ago $16.9 - $17.4 per hour
...for delivering a highly satisfied customer experience proven by engaging and interacting with all customers, embodying customer experience... ...in accordance with and subject to the terms of the applicable plan or program and may change from time to time. Contact your TJX representative...Hourly payTemporary workLocal areaHome officeFlexible hoursDormont Manufacturing Company
Moreno Valley, CA2 days ago$60k - $150k
...: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume... ...system. Connects very quickly; builds and leverages client relationships. Ability to educate and advise the customer on which...Relocation package$16.9 - $17.4 per hour
...The Retail Associate is expected to be engaged in these tasks as assigned during all working... ...Shortage Highway, the Store Protection Specialist (SPS) position (where applicable), and... ...Manages Work Processes Business Acumen Plans, Aligns & Prioritizes Builds Talent Collaborates...Work at officeLocal areaImmediate startShift workRoss Stores, Inc.
Menifee, CA4 days ago- Job Description Job Description Customer Service Representative (CSR) Position Summary: The Customer Service Representative (CSR) is responsible for serving as the primary point of contact for customers by providing prompt, professional, and effective customer...Work at office
iStaffing
Perris, CA19 days ago - A leading jewelry retailer located in Moreno Valley, CA, is seeking a Sales Associate / Jewelry Consultant. This role involves engaging with customers, providing detailed product information, and achieving sales goals. The ideal candidate has strong customer service and...Full timeSeasonal workFlexible hours
$16.5 - $17 per hour
...lifestyle? Are you ready to combine those traits to create a unique and engaging Customer Experience in a sales-focused environment? Then we want... ...from you! Part-Time Employees: 401k: We offer a 401k plan as your financial security is our priority. Employee...Hourly payPart timeSeasonal workTillys
Menifee, CA2 days ago$17 - $29.75 per hour
...you ~ Paid Weekly ~ Health & Wellness Benefits* ~401k Plan with company match ~ Paid Time off for full-time associates... ...PetSmart's Pet Associate (Retail Sales Associate) is responsible for engaging with pet parents and their pets while providing positive...Hourly payWeekly payMinimum wageFull timePart timeLocal areaImmediate startWeekend workAfternoon shiftPetSmart
Menifee, CA3 days ago$16.9 - $18.7 per hour
...inquiries, equipment replacement, sell accessories and process price plan changes and upgrades. Build customers confidence by making their experience comfortable and simple while meeting their needs. Engage in service selling and right fitting the customer with the...Part timeFlexible hoursNight shiftWeekend workPho Prime, LLC
Moreno Valley, CA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Engagement Specialist (Estate Planning & Probate). Be the first to apply!
Related searches
- employee relations administrator
- part time customer representative
- remote customer service advisor
- client service representative
- bilingual customer service representative spanish english
- b2b customer service representative
- technical customer service advisor
- insurance customer service advisor
- bilingual customer support specialist
- online customer service assistant