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
PI5c8626334c06-26289-40578972
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Engagement Specialist (Estate Planning & Probate) in Winchester, 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
Menifee, CA2 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 customer... ...individual-based commissions if you hit all your sales goals. Planning to go above and beyond? With our commission program, the...SuggestedHourly payFull timeTemporary workWork experience placementSummer workImmediate startShift workWeekend workAfternoon shift$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 ...SuggestedHourly payFull timeSeasonal workFlexible hoursShift workAfternoon shift- ...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...SuggestedHourly pay
SAXCO INTERNATIONAL LLC
Menifee, CA3 days ago $35k - $55k
...track and analyze your personal performance metrics, including appointments scheduled, calls made, sales achieved, and customer engagements. Be receptive to coaching and work closely with the Sales Development Manager to improve departmental success. Ensure complete customer...SuggestedHourly payFull timePart timeLocal areaCamping World Holdings, Inc.
Menifee, CA3 days ago$20 per hour
...and services. You’ll be a part of our Event Department, leading the way in getting our brand out to the community! Responsibilities Engage all patrons at shows and events to generate leads and appointments for our home improvement products from them. Maintain and...Hourly payFull timePart timeLocal areaNight shiftWeekend workBCI Acrylic Inc.
Menifee, CA3 days ago$20 per hour
...and services. You’ll be a part of our Event Department, leading the way in getting our brand out to the community! Responsibilities Engage all patrons at shows and events to generate leads and appointments for our home improvement products from them. Maintain and...Hourly payFull timePart timeLocal areaNight shiftWeekend workBCI Acrylic Inc.
Menifee, CA2 days ago- ..., organized, and reliable individual to join our front desk team as a Part-Time Receptionist . Responsibilities: Greet clients and their pets with warmth and professionalism Answer phones, schedule appointments, and manage client communications Check clients...Hourly payPart timeWork at officeAfternoon shift
Canyon Lake Animal Clinic
Menifee, CA12 days ago - ...Sales Partner Our Sales Partners engage with customers and create an exceptional in-store experience. They embody Boot Barn's Mission, Vision and Values in their words and actions while demonstrating selling and service expertise, product knowledge, visual merchandising...Local area
- ...business while maintaining and growing relationships with existing clients throughout Southern California. This role focuses on... ...collaborating effectively with a team. Strong organizational, planning, and time-management skills. Customer-focused with excellent...Base plus commissionFor contractorsWork at office
$17.5 - $20.3 per hour
...Other duties as assigned may include: Provide a fast and friendly check out experience; execute cash handling to standards. Engage customers on benefits of Rewards program and Private Label Credit Cards and complete enrollments. Assist with Omni channel processes...Full timePart timeLocal areaNight shiftEarly shift- ...Our associates celebrate lives. We celebrate our associates. Receives client families and visitors at the front desk by greeting, welcoming, directing and announcing them courteously and appropriately. Answers, screens, and routes incoming phone calls plus other general...Full timeImmediate startWeekend work
SCI Shared Resources LLC
Menifee, CA4 days ago $17 - $24 per hour
Join Menifee Dental Group and Orthodontics Now is the time to join Menifee Dental Group and Orthodontics. You will have opportunities to learn new skills from our team of experienced professionals. If you're ready to take your career to the next level and gain valuable...Hourly payWork at officeLocal areaFlexible hoursDay shiftPDS Health
Menifee, CA3 days ago$14 - $18.3 per hour
...Strong organizational skills with the ability to multitask Ability to effectively respond to and meet the needs of a diverse client base Computer skills: MS Office May lift up to 25 lbs and/or move up to 50 lbs. with assistive devices General Compensation...Hourly payFull timePart timeLocal areaCWI
Menifee, CA4 days ago$31 - $72 per hour
...compensation will vary based on performance * Lucrative incentive sales plans, bonuses and sales contests to recognize your success * No cold... ...system. * Be a Trusted Advisor: Establish rapport with clients and provide guidance to help them choose the insurance product...Full timeImmediate startRelocation package- ...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, CA5 days ago $14 - $16 per hour
Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Receptionist - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based ...Hourly payFor contractorsWork at officeLocal areaFlexible hoursState Farm
Menifee, CA2 days ago$18.25 per hour
...everyday life. We bring that vision to life through our values and culture. Learn more about Target here. ( ALL ABOUT SERVICE & ENGAGEMENT Advocates of guest experience who welcome, thank, and exceed guest service expectations by focusing on guest interaction,...Hourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shiftTarget
Menifee, CA3 days ago$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
Winchester, CA3 days ago- ...well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer: Employee Assistance Program Retirement plans Educational Assistance And much more! We are an equal opportunity employer and committed to recruiting, hiring, training,...Contract workLocal area
Family Dollar
Menifee, CA1 day 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
Menifee, CA4 days ago- ...We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day providingoutstanding service and product knowledge. Duties: • Distributes all benefit...Weekly payWork from home
Spade Recruiting USA
Winchester, CA12 hours ago - ...IN 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 includes...Remote workFlexible hours
Morphius Corp
Winchester, CA3 days ago $25 - $45 per hour
...partner with us will use questionnaires to identify and target certain types of consumers, to ensure that the right participants are engaged and to achieve the representative sample needed. Participation in these product testing and consumer panels is always free, secure...Hourly payWeekly payExtra incomeTemporary workPart timeFor contractorsSeasonal workRemote workWork from homeFlexible hoursGL1
San Jacinto, CA12 hours ago- ...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 - Route Sales Representative Route Sales Representatives are critical to our success at FritoLay! Our Route Sales Representatives are responsible for delivering, selling, and merchandising FritoLay's complete line of products including Lay's, Doritos, Cheetos, Tostitos...Full timeLocal areaShift workWeekend work
FRITO LAY
Winchester, CA1 day ago $18.25 - $19.25 per hour
Chevron Stations Inc (CSI) Job Opportunity At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard working people who value safety, enjoy working as a team and have a positive work attitude. The perfect...Weekly payFull timePart timeFor contractorsLocal areaImmediate startShift workNight shiftDay shiftAfternoon shiftEarly shiftChevron
Homeland, CA4 days ago$15 - $23 per hour
Petco Cashiers and Customer Service Associates are responsible for providing a friendly and helpful shopping experience while supporting daily store operations. Employees operate the register, handle cash and card transactions, assist customers with finding pet food and...Hourly payFull timePetco
Menifee, CA1 day ago$750 per week
ApexFocusGroup collaborates with research firms, universities, and trusted brands to gather genuine consumer insights. We help connect everyday people with flexible remote market research opportunities that influence real products, services, and customer experiences.Role...Part timeCasual workRemote workFlexible hoursAFG
Menifee, CA4 days ago$69k
...position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer Remote, work-from-home career...Remote jobWork from homeFlexible hours
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
- customer service expert Winchester, CA
- customer service representative insurance Winchester, CA
- customer service officer Winchester, CA
- service representative Winchester, CA
- customer relations associate Winchester, CA
- customer service specialist Winchester, CA
- customer support agent Winchester, CA
- customer service representative hiring Winchester, CA
- customer support representative Winchester, CA
- customer success associate Winchester, CA