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
PI4fd8fea4fcfd-26289-40578972
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Engagement Specialist (Estate Planning & Probate) in Redlands, 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
Bryn Mawr, CA1 day 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
Redlands, CA2 days ago$18 - $22 per hour
...say "yes" to their health! We need a persuasive and organized communicator to bridge the gap between clinical needs and financial planning. Patient check-in/out, scheduling, insurance verification, and phone management. Title Treatment Coordinator / Front Desk Administrator...SuggestedHourly payPart timeShift work3 days per weekRana Dentistry - Redlands
Redlands, CA4 days ago$63k - $151.8k
...learning agility to understand disease state, marketplace, clinical trials, and product label. Promotes the BU portfolio by planning for and engaging in patient‑centered dialogues with customers. Execution / Results Promotes across BU‑portfolio and across HCP specialties,...SuggestedFull timeWork visaFlexible hoursEli Lilly
Loma Linda, CA5 days ago$17.22 per hour
...~ National Medical, Dental, and Vision Insurance ~ Paid Vacation, Sick Days, Holidays, and your Birthday ~401(k) Profit Sharing Plan with a generous company match ~ Pet Insurance and employer-paid Life Insurance ~ Legal & Financial Planning assistance and wellness...SuggestedHourly payFull timeWork at officeLocal areaFlexible hours$63k - $151.8k
...learning agility to understand disease state, marketplace, clinical trials, and product label. Promotes the BU portfolio by planning for and engaging in patient-centered dialogues with customers. Execution / Results Promotes across BU-portfolio and across HCP...Full timeWork visaFlexible hours- ...Placing topical medications # Dental Infection Control Procedures Managing the dental office infection control plan to meet OSHA, CDC and ADA standards Instrument cleaning, sterilization/disinfection, and re-circulation Dental treatment...Work at officeLocal areaFlexible hours
Unicare Health Services
Colton, CA2 days ago - ...MHE) movement. This role will be responsible for engaging with multiple current and potential clients in a wide variety of business industries on a daily... ...prospects and present current product offers. Effective planning to conduct sales presentations by meeting new...
$39k - $59.5k
...commissions. Medical, dental, and vision insurance, including plans with no employee premiums (plus HSA options with employer... ...strong, professional relationships with customers through regular engagement at jobsites and offices Educate customers on Sunstate's products...Weekly payTemporary workWork at officeLocal area- ...the defined territory Update CRM with client interactions, needs and sales orders... ...with Sales Management to ensure successful planning, development, and execution of your sales... ...and self-directed Initiative, engaging, persuasive and out-going Time management...For contractorsSelf employmentLocal area
$19.5 per hour
...Ecommerce Online Live Sales Specialist - San Bernardino Pay Rate: $19.50 Per Hour About... ..., Dental, and Vision Retirement Plan AFLAC Employee Assistance Program... ...tone for live shows, and driving viewer engagement and sales performance. The Specialist will...Hourly payFull timeLocal area- ...Join various work areas within the Product Operations Department, encompassing Order Processing, Inventory Control, and Production, engaging in diverse material handling processes. Operate a range of equipment, collaborate across different teams, and contribute to the...
$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...Remote workWork from homeFlexible hoursHMG Careers
Redlands, CA5 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 hoursHMG Careers
Redlands, CAmore than 2 months ago$19 - $22 per hour
...schedules and instructions from your supervisor in accordance with established policies and procedures. Assist in organizing, planning, and directing administrative activities. Manage Resident Trust accounts, ensuring funds are: Securely deposited, disbursed,...Hourly payFull timeWork at office$8.5k
...service. Developing and maintaining strong supplier relationships, managing lead times, inventory updates, and accurate records for planning and compliance. Driving business growth by identifying solutions that improve scrap recovery and consistently meet or exceed...Work at officeWorldwideFlexible hoursAmerican Iron & Metal Company
Colton, CA1 day ago- ...success in today's retail landscape. You'll engage with customers in a friendly and... ...activities, and prioritizing unparalleled client satisfaction. The Store Associate will support... ...and/or services. Maintains awareness of planned advertisements, promotions, and sales and...Minimum wagePart timeWork at officeLocal areaImmediate start
ODP
Redlands, CA2 days ago - ...Position Summary Contribute to the growth of the organization across all lines of business through customer engagement, expert product and service knowledge, follow-up, and follow through at the service desk, on the sales floor, and at the register. Duties & Responsibilities...Local areaNight shiftWeekend work
- ...Complete required training within designated timeframes. Participate in branch meetings, training sessions, and community engagement initiatives that support Alta Vista's mission to serve and empower our community. Perform other duties as assigned. Alta Vista...Flexible hours
$17 per hour
...Product Specialist Headquartered in Southern California, Skechersthe Comfort Technology Companyhas spent over 30 years helping men, women... ...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 shift$17 per hour
...Service & Sales - Approaches customers in a friendly manner to engage, determine needs, and help customers make decisions about desired... ...qualified merchandise and a 10% commission for Service and Care plans. What you get: If eligible, we offer a competitive benefits...Hourly payWork experience placementWorldwide$14.72 - $22.08 per hour
...Responsibilities: Provide a high level of personalized customer engagement. Serve as a one stop resource for customers, providing them... ...(ie., internship) and is not eligible for all of the benefit plans offered at VF Corporation. There are some benefits the company...Hourly payPart timeInternshipSeasonal workLocal areaFlexible hoursWeekend workAfternoon shift$22.5 - $28.33 per hour
...diploma and/or 1+ years of relevant experience Undergraduate degree or equivalent is an asset. Strong administration, organizational, planning, and time management skills to work in a fast-paced environment. Hands on knowledge of using MS Office (Word, Excel, and Outlook)...- ...each other to succeed. What You’ll Be Doing Not sure what the day‑to‑day looks like? Here’s what this career entails: Engaging with Potential Clients. No cold calling, speak with people who are already interested in our solutions. Providing Real Solutions. You’ll help...Start working todayRemote workFlexible hours
$24 per hour
WS Audiology USA in Redlands is seeking a Client Experience Specialist to enhance hearing healthcare experiences for clients. You will manage schedules, maintain accurate records and ensure a friendly environment for clients. The ideal candidate should have a High School...$16.9 - $17.5 per hour
...bring our brand to life for our customers. You’re responsible for engaging and connecting with our customers by providing excellent... ...for all employees. One of the most competitive Paid Time Off plans in the industry. Employees can take up to five “on the clock”...Hourly paySeasonal workWork at officeFlexible hoursNight shiftWeekend workAfternoon shift$16.9 per hour
...strengths in the following skill areas: Customer Engagement and Active Listening Relationship Building and Client Follow-Up Consultative Selling and Product... ...Life Insurance options ~401(k) Profit Sharing Plan with generous match ~ Paid time off including vacation...Hourly payFull timePart timeLocal areaFlexible hours- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will...
- ...HMG Careers is hiring for a full-time position that offers the flexibility of working from home while serving clients. This role is focused on providing valuable advice and protection to individuals and their families. You will have opportunities for advancement into...Full timeRemote workWork from homeFlexible hours
HMG Careers
Mentone, CA5 days ago $16.5 - $17.5 per hour
...Job Title Responsible for delivering a highly satisfied customer experience by engaging and interacting with all customers, elevating customer experience, and maintaining a clean and organized store environment. Adheres to all operational, merchandise, and loss prevention...Local areaFlexible 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 specialist Redlands, CA
- bilingual customer service representative spanish english Redlands, CA
- financial customer service representative Redlands, CA
- customer success specialist Redlands, CA
- service delivery representative Redlands, CA
- customer associate Redlands, CA
- logistics customer service representative Redlands, CA
- customer relations specialist Redlands, CA
- airline customer service agent Redlands, CA
- client relations specialist Redlands, CA