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
Job Type:
- Full-time
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
PI730fa34a99e4-26289-34209018
Vacancy posted 21 hours ago
Similar jobs that could be interesting for youBased on the Client Engagement Specialist (Estate Planning & Probate) in Beaumont, CA vacancy
$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
Beaumont, CA21 hours 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
Beaumont, CA3 days ago$18 - $22 per hour
Service Center Banning JOB SUMMARY Caliber Collision has an immediate job opening for an Office Administrator to perform all-purpose duties, which may include, but not limited to assisting with providing the front office teammates with the necessary tools, training and...SuggestedHourly payWeekly payFull timeWork at officeImmediate start$15 - $24.25 per hour
...their existing wardroom. Key Responsibilities Customer Engagement & Styling Greet guests warmly and confidently, demonstrating... ...; can create competitive and breakthrough strategies and plans. Developing Direct Reports and Others : Provides challenging...SuggestedMinimum wageSeasonal workLocal areaFlexible hoursShift workNight shiftTapestry
Banning, CA1 day ago$16 - $19 per hour
...in clientele generation through customer engagement. Contribute to an in-store experience... ...Deliver and foster a culture of an excellent client experience through a customer first... ...eligible employees. We offer retirement planning support for eligible employees,...SuggestedHourly payFull timeLive inLocal areaFlexible hoursNight shiftWeekend work$16 - $35 per hour
Hilton is seeking Front Desk Agents to serve as the first point of contact for guests and provide excellent customer service throughout the guest check-in and check-out process. Front Desk Agents are responsible for greeting guests, checking guests in and out, verifying...Hourly payFull timeLocal areaShift workNight shiftHilton
Beaumont, CA4 days ago$18 - $22 per hour
Service Center Banning JOB SUMMARY Caliber Collision has an immediate job opening for an Office Administrator to perform all-purpose duties, which may include, but not limited to assisting with providing the front office teammates with the necessary tools, training and ...Hourly payWeekly payWork at officeLocal areaImmediate start$17 - $22 per hour
Job Details: Level: Experienced | Location: Trailer World-405 Beaumont CA - Beaumont, CA 92223 | Position Type: Full Time | Salary Range: $17.00 - $22.00 Hourly | Job Shift: Day | Job Category: Admin - Clerical Summary Maintain all aspects of the Office clerical duties ...Hourly payFull timeWork experience placementWork at officeMonday to FridayShift work- Stater Bros. - 1661 E. 6Th St. - [Retail Associate / Stocker / Team Member] As a General Merchandise Floor Clerk with Stater Bros. you'll: Assist customers with questions; Be responsible for stocking-ordering-rotating-and-merchandising product for customer purchase...Immediately...Immediate start
Stater Bros.
Beaumont, CA21 hours ago $17.1 - $22.85 per hour
DEPARTMENT: COMPENSATION: Hourly Pay Range: $17.10 - $22.85 (this pay range represents the rates of pay for step 1 to the maximum step for this position in accordance with the collective bargaining agreement. The starting pay for the successful candidate will start at ...Hourly payFull timeSeasonal workFlexible hoursShift workAfternoon shift- Job Summary Communicates in a "customer oriented" professional manner to assist our patients, visitors, associates and other customers. Performs all duties utilizing the best possible customer service. Operates the telephone switchboard in order to relay incoming, outgoing...Work at officeFlexible hoursWeekend work
- ...sales goals. Assist in clientele generation through customer engagement. Contribute to an in-store experience for customers that... ...delights them. Deliver and foster a culture of an excellent client experience through a customer first mindset to build long term...Hourly payPart timeFlexible hoursNight shiftWeekend work3 days per week
Reformation
Cabazon, CA21 hours ago - ...remote work and personalized scheduling. Responsibilities: Client Relations: Cultivate and nurture client relationships through effective communication. Virtual Presentations: Deliver engaging product demonstrations via online platforms. Sales Targets: Achieve...Full timeFor contractorsRemote workWork from home
Kenneth Brown Agency
Redlands, CA21 hours 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- Benefits: 401(k) About the Role: We are seeking a friendly, organized, and detail‑driven Front Office Dental Receptionist to join our Redlands, CA team on a part‑time basis. You’ll support smooth daily operations, provide excellent patient experiences, and assist both...Hourly payPart timeWork at office3 days per week
- ...conducted. Twenty Four Seven Hotels may also share certain Personal Information provided by applicants to service providers who are engaged by Twenty Four Seven Hotels to conduct criminal background checks. The Personal Information collected will be retained at least two...Daily paidLocal areaNight shiftWeekend workAfternoon shift
Twenty Four Seven Hotels
Hemet, CA2 days ago $20 per hour
...Overview The Client Advisor is a Brand Ambassador who embodies the Moncler Client Promise and represents the Brand’s values in the execution... ...and cultivate long‑lasting client relationships through engaging conversation and active clientele management. Drive business and...Hourly payPart timeWork experience placementFlexible hoursUnavailable
Cabazon, CA4 days ago$16.9 per hour
Working under direct guidance and supervision, the Seasonal Sales Associate supports the store team on a short-term basis by consistently delivering outstanding guest service experiences in a sales culture that utilizes elements of GameStop's buy, sell, trade, and reservation...Temporary workSeasonal workLocal areaFlexible hoursNight shiftGameStop
Beaumont, CA4 days ago$166.66k - $397.18k
...! Best of all, you don’t need prior real estate experience to start—we’ll provide the training... ...skills, whether you’re meeting clients face-to-face or on the phone. Weekend work... ...with a 4% match, an employee stock purchase plan, and a new home discount. Our strong company...Hourly payLGI Homes
Beaumont, CA2 days ago$17 per hour
...Sales Associate (Product Specialist) Headquartered in Southern California, Skechersthe Comfort Technology Companyhas spent over 30 years... ...are at the core. In this entry-level retail role, you'll engage with customers, provide exceptional customer service, and contribute...Hourly payLocal areaFlexible hoursShift workWeekend workAfternoon shiftSkechers U.S.A.
Redlands, CA3 days ago$15 - $24.25 per hour
...aligned to kate spade Great Escape standards; coach peers on client engagement. * Demonstrate extensive product knowledge across all categories... ...; can create competitive and breakthrough strategies and plans. Developing Direct Reports and Others: Provides challenging and...Minimum wageSeasonal workFlexible hoursShift workNight shiftTapestry
Cabazon, CA1 day ago- ...Customer Engagement & Styling. Greet guests warmly and confidently, demonstrating strong product knowledge. Actively listen and ask insightful follow-up questions to understand customer needs. Provide styling advice, suggest add-ons, and create compl Sales Associate,...
Tapestry
Cabazon, CA21 hours ago $17 per hour
...learning. We believe in creating retail and learning experiences that engage students, support faculty, and build alumni loyalty. Together,... ...in a 12 month period) Commuter Benefits Eligibility for each plan may Include a waiting period and may require the employee to...Daily paidTemporary workLocal areaFlexible hoursShift workBarnes & Noble Education, Inc.
Redlands, CA3 days ago$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 to hear from you! Part-Time Employees: 401k: We offer a 401k plan as your financial security is our priority. Employee Discounts:...Hourly payPart timeTillys
Redlands, CA4 days ago$16.9 - $17.15 per hour
Hourly rate ranges from $16.90 - $17.15 per hour and is dependent upon qualifications and experience. Benefits include: California Paid Sick Time, Set-Up and Tear Down Premium Pay Programs, End of Season Premium Pay Program. All Bonus and Pay Programs subject to qualifications...Hourly paySeasonal workSpencer Gifts
Beaumont, CA1 day ago- ...organization, as needed Maintain a high level of professionalism with clients and work to establish a positive rapport with internal and... ...a supportive team environment that fosters positivity and engagement Your Qualifications ~ Post-secondary education preferably...Hourly pay
SAXCO INTERNATIONAL LLC
Redlands, CA21 hours ago - ...marketing and sales-related support. The Marketing & Sales Coordinator will be responsible for the execution of marketing and sales plans in partnership with the Executive Director and other internal staff. The Marketing & Sales Coordinator will be held accountable for...Full timeLive inWork at officeFlexible hoursNight shiftWeekend workAfternoon shift
Redlands Symphony Association
Redlands, CA2 days ago $16 - $19 per hour
Walgreens is seeking Customer Service Associates to assist customers, operate cash registers, and support daily retail store operations. Customer Service Associates are responsible for greeting customers, operating the register, processing cash and card payments, assisting...Hourly payFull timePart timeShift workNight shiftWeekend workWalgreens
Beaumont, CA1 day ago- ...CALIFORNIA!! We are a rapidly growing company that has more clients than we can see. We understand that it is a good problem to have... ...bargained progressions and vesting of renewal commissions (retirement plan) UNION BENEFITS Our staff also belong to a union which...Remote workFlexible hours
Morphius Corp
Banning, CA4 days ago - Union Benefits Coordinator We are seeking employees to join our company in working remotely across California. Due to COVID-19 we have been able to restructure our day to day work and now can be done remotely. We work in conjunction with different Unions across California...Full timeRemote workWork from homeFlexible hours
Morphius Corp
Beaumont, 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
- client service representative Beaumont, CA
- export customer service representative Beaumont, CA
- client service officer Beaumont, CA
- service agent Beaumont, CA
- customer service representative data entry Beaumont, CA
- customer support representative Beaumont, CA
- customer associate Beaumont, CA
- customer support agent Beaumont, CA
- service delivery representative Beaumont, CA
- benefit customer service representative Beaumont, CA