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 1 day ago
Similar jobs that could be interesting for youBased on the Client Engagement Specialist (Estate Planning & Probate) in Menifee, 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 shift- ...potential, we want to hear from you! Responsibilities: Identify client needs and recommend tailored insurance solutions Develop and... ...Ability to work independently and manage time effectively Basic computer skills for CRM and client management GIA Legacy PlanningSuggestedFull timePart timeRemote workWork from homeFlexible hours
$16.9 - $19 per hour
...California, is seeking dedicated team members to provide outstanding customer experience in a retail environment. Responsibilities include engaging with customers, processing sales efficiently, and ensuring store appearance adheres to company standards. The role calls for...SuggestedHourly payFlexible hours- ...communication and organizational skills. Flexibility in scheduling and the capacity to lift heavy objects are essential. The role involves engaging with customers, adhering to operational procedures, and maintaining a clean store environment. Join a diverse team that values...SuggestedSeasonal work
$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...SuggestedWork at officeLocal areaImmediate startShift workRoss Stores, Inc.
Menifee, CA15 hours 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, CA13 days ago - ...on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Customer Experience + Engages customers and patients by greeting them and offering assistance with products and services. Resolves customer issues and answers...Hourly payPart timeWork experience placementSeasonal workWork at officeLocal areaFlexible hoursShift workAfternoon shift
Walgreens
Menifee, CA2 days ago $20 per hour
...Department, leading the way in getting our brand out to the community. As an Event Appointment Setter, your responsibilities will include: Engage all patrons at shows and events to generate leads and appointments for our home‑improvement products. Maintain and showcase...Hourly payFull timePart timeLocal areaNight shiftWeekend workBath Concepts Independent Dealers
Menifee, 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- ...meaningful connections with every customer. Responsibilities Customer Engagement: Professionally greeting and directing customers upon their... ..., requiring good physical fitness. Benefits Offered 401K Plan with company match (part‑time Associates) FunEx Employee Entertainment...Full timeTemporary workPart timeShift workDay shiftAfternoon shift
Daiso USA
Menifee, CA1 day 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, CA4 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...Hourly payFull timePart timeLocal areaDormont Manufacturing Company
Menifee, CA4 days ago$17.7 - $23 per hour
...Summary The primary responsibility of a Sales Specialist 1 is to execute the Living Spaces Guest Engagement Model and create a positive experience for our guests... ...to improve Complete a monthly proficiency plan by utilizing the end of the month sales reporting...Hourly payFull timePart timeWork experience placementWork at officeLocal areaWeekend work$17.7 - $23 per hour
...Sales Specialist 1 The Sales Specialist 1 is responsible for delivering an exceptional guest... ...by executing the Living Spaces Guest Engagement Model. This role focuses on driving sales... ..., and develop monthly proficiency plans using company sales reporting tools....Hourly payFull timePart timeWork experience placementWork at officeLocal area- ...relations. Key Responsibilities Conduct outbound calls to prospective clients from provided leads or databases. Introduce our products and... ...potential customers, highlighting key benefits and features. Engage with prospects in a professional and courteous manner, building...Work at office
- EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected...Full timePart timeShift work
Sun Mar Management Services
Menifee, CA2 days ago - ...managing transactions, and maintaining store cleanliness. Ideal candidates will possess strong customer service and organizational skills, have a high school diploma, and be able to lift between 30-50 lbs. Benefits include healthcare and retirement plans. #J-18808-Ljbffr...
Dormont Manufacturing Company
Menifee, CA1 day ago $17.5 - $18 per hour
...In return for your excellent skills and abilities, we offer a comprehensive benefits package including: medical, dental, and vision plans, a generous 401(k) employer match, and paid vacations, holidays, and sick time.We invite you to visit our web site at for additional...Hourly payWork at officeEquity LifeStyle Properties
Menifee, CA1 day ago$19 per hour
...Front Desk Receptionist Receives client families and visitors at the front desk by greeting, welcoming, directing and announcing them... ...*Dependent Life Insurance*SCI 401(k) Retirement Savings Plan with Company match*Employee Assistance Program Postal Code: 9...Temporary workImmediate startFlexible hoursWeekend workService Corporation International
Menifee, CA7 days ago$24 - $28 per hour
...This position ensures that all local, state, and federal real estate laws are being followed to ensure company compliance. Job Duties... ...calls, acknowledging, greeting, and assisting all incoming clients, opening office, maintaining office appearance, distributing, and...Hourly payWork experience placementWork at officeLocal areaFlexible hoursNight shift- BCI Acrylic Inc. seeks an Event Appointment Setter for promotional booths at local events in California. The role involves engaging with potential customers to generate leads for home improvement products. Open availability on weekends is a must, along with a valid driver...Local areaWeekend work
$16 - $20.9 per hour
Dormont Manufacturing Co is seeking enthusiastic individuals to join their Menifee, CA location. In this role, you will deliver exceptional customer service, support the store’s operational standards, and maintain a clean environment. Successful candidates will possess ...Hourly payFlexible hours$17.4 - $18.9 per hour
...service and repair, a robust digital platform, and manufacturing and distribution divisions across 35+ states—enabling consumers to engage with Leslie’s whenever, wherever, and however they prefer to shop. With over 60 years of providing best-in-class products and...Hourly payPart time- ...values and bring your REAL self to work every day. YOUR RESPONSIBILITIES You're a people person! You use O’Neill Sales Training to engage with every guest to help them find exactly what they're looking for. You're passionate about O’Neill product! Guests come to you to...Weekend workAfternoon shift
La Jolla Group
Lake Elsinore, CA15 hours ago - ...their home and families. If you enjoy face to face interaction, engaging customers and find the idea of working out in the field exciting... ...educational opportunities* A part of the Freedom Time Off (FTO) Plan - Because of the nature of our business, Sunrun cannot guarantee...Part timeLocal areaFlexible hoursAfternoon shift
Sunrun
Murrieta, CA4 days ago $35k - $55k
Dormont Manufacturing Co is looking for a Sales Development Representative in Menifee, California, to drive sales growth through nurturing customer relationships. This role involves creating a structured sales funnel, making outbound calls to prospects, and managing customer...- Job Category Org: Store Customer Service Rep Company Description Now Hiring Delivery Drivers to join the Worlds #1Pizza Delivery Company! Job Description You got game? You got spring in your step? You want the best job in the world! And schedules that work with you, not...Extra incomeFull timePart timeSecond jobImmediate startNight shift
Domino's Pizza LLC
Menifee, CA1 day ago $93k
...Seller Experience Specialist Do you enjoy building strong relationships, thinking strategically... ...account health, leading multi-platform engagement, and identifying opportunities for... ...Design and execute structured onboarding plans customized to customer needs and...Full timeContract workWork experience placementImmediate startRB Global Inc.
Perris, CA7 days ago- ...on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Customer Experience + Engages customers and patients by greeting them and offering assistance with products and services. Resolves customer issues and answers...Hourly payPart timeWork experience placementSeasonal workWork at officeLocal areaFlexible hoursShift workAfternoon shift
Walgreens
Lake Elsinore, CA1 day ago $790 per week
Searching for a customer service job? Before you apply — this pays you to share your opinion, not answer phones. No customer service experience needed. Focus Group Panel is real market research — actual companies paying for honest feedback on their products and services...Full timePart timeRemote workFocus Group Panel
Menifee, CA2 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
- part time customer representative Menifee, CA
- client service representative Menifee, CA
- bilingual customer service representative spanish english Menifee, CA
- technical customer service advisor Menifee, CA
- insurance customer service advisor Menifee, CA
- customer service associate Menifee, CA
- customer experience associate Menifee, CA
- social service representative Menifee, CA
- client experience specialist Menifee, CA
- customer experience agent Menifee, CA