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
PI79b188bb4b0d-26289-40578972
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Engagement Specialist (Estate Planning & Probate) in Loma Linda, 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
Redlands, CA1 day ago- ...Role Overview We are seeking motivated and detail-oriented individuals to join our team as Client Engagement Specialist. In this fully remote role, you will connect with clients, assist with coordination of arrangements, provide personalized guidance, and ensure a...SuggestedRemote workFlexible hours
Hopesglobalgetaways
Riverside, CA3 days ago $160k - $180k
...Responsibilities Territory & Strategic Business Planning Develop and execute comprehensive, data... .... Prescriber Activation & Clinical Engagement Deliver compelling, compliant, and... ...propositions tailored to cardiologists, lipid specialists, endocrinologists, and targeted PCPs....SuggestedWork at officeNight shiftArrowhead Pharmaceuticals, Inc.
San Bernardino, CA1 day ago- ...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...SuggestedWork at officeLocal areaFlexible hours
Unicare Health Services
Colton, CA4 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...Suggested
$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$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- ...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
$23 - $25 per hour
...provides logistical, operational, and administrative support for the planning and implementation of Spiritual Life Service Project... ...messaging that encourages California Baptist University students to engage in gospel-centered service, spiritual formation, and global awareness...Hourly payTemporary workWork at officeLocal area- Office Assistant (Rainbow Engagement Center) Riverside Community College District Application Deadline: 06-30-2026 The ideal candidate will share RCC's and the Office of Equity, Inclusion and Engagement's commitment to educating its racially/ethnically and socioeconomically...Permanent employmentFull timeTemporary workFor contractorsWork at office
$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...Hourly payPart timeShift work3 days per weekRana Dentistry - Redlands
Redlands, CA4 days ago- ...Representative, you'll help individuals and families make important pre-planning and memorial decisions with care, empathy, and professionalism.... ...and inscription requests; Presents product options to client families at a level to achieve a minimum pre-set sales target;...Work at office
$158.95k - $220k
...Medical Account Specialist - Hematology- Inland Empire The Hematology Oncology Account Specialist is responsible for engaging Hematologist and other key Oncology customers within a geographical... ...with analytical, problem-solving and planning skills To be considered for this...Local area$75k
...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...Hourly payFull timeTemporary workWork experience placementSummer workImmediate startShift workWeekend workAfternoon shift$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,...Full timeWork visaFlexible hoursEli Lilly
Loma Linda, CA2 days ago$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-
Colton, CA1 day 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...Full timeWork visaFlexible hoursEli Lilly
Loma Linda, CA5 days ago- ...Hospitality Services, the Customer Experience Specialist is a strategic partner responsible for... ...associates through leadership/cultural engagement, service excellence, and continuous... ...improvement, and develop and implement action plans. Lead and facilitate multidisciplinary...Temporary workWork experience placementWork at officeLocal areaShift work
$19 per hour
...assigned. 1. Assist with administrative tasks related to the ISP recruitment, interview, and placement process. 2. Assist with the planning and implementation of training and special events such as Team Reveal, SL Night, Global Training Weekend, and weekly ISP Training....Hourly payTemporary workWork at officeOverseasNight shiftWeekend workCalifornia Baptist University
Riverside, CA1 day ago- ...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...
- ...selecting, orienting, and training employees.Maintains office staff job results by coaching, counseling, and disciplining employees, and planning, monitoring, and appraising job results.Achieves financial objectives by preparing an annual budget, scheduling expenditures,...Work at office
$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$115k - $160k
...adoption within an assigned geography following launch. This role engages healthcare professionals and key stakeholders—including... ...works cross-functionally with internal teams to support account planning, navigate access dynamics, and establish themselves as a trusted...Remote jobLive inWork at officeShift workNight shift$110k - $117.5k
...business development. This role identifies and engages key decisionmakers across targeted... ...expand product adoption and utilization. The specialist will build strong awareness of the... ...Develop and execute a territory business plan focused on increasing diagnostic test adoption...Work experience placementFlexible hours- ...assigned. Assist with administrative tasks related to the ISP recruitment, interview, and placement process. Assist with the planning and implementation of training and special events such as Team Reveal, SL Night, Global Training Weekend, and weekly ISP Training....Temporary workWork at officeOverseasNight shiftWeekend work
- Riverside Community College District seeks an Office Assistant to support the LGBTQIA2+ student population within a diverse academic community. This role involves performing various clerical tasks, providing customer service to faculty and students, and maintaining accurate...Work at office
$58k - $68k
...Liaises with customers to understand their requirements with respect to products and services that the business currently offers or is planning to offer. Establishes personal relationships with current and potential customers in the assigned territory. Serves as a...Temporary workWork at office$17.6 - $21.97 per hour
...oral and written) for effective management of teams. Exceptional customer service skills. Strong organizational skills for planning work and continuously monitoring progress towards goals. Ability to analyze, create, and understand financial reports. Demonstrated...Hourly payWork at officeAmerica's Best Contacts & Eyeglasses
Colton, CA1 day ago- ...Brand Engagement and Sales Executive At Trillex Creative Marketing, we specialize in delivering innovative marketing solutions that... ...team. This role focuses on building strong relationships with clients, enhancing brand visibility, and driving sales through strategic...
$17.5 per hour
...benefits, including comprehensive health insurance, retirement plans, and paid time off, as well as unique perks such as on-site wellness... ...to join our Front Desk team. The ideal candidate uses their engaging personality to create a memorable first impression for our...Part timeSummer workSeasonal workLocal areaWorldwideShift work
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 Loma Linda, CA
- bilingual customer service representative spanish english Loma Linda, CA
- technical customer service advisor Loma Linda, CA
- insurance customer service advisor Loma Linda, CA
- customer service associate Loma Linda, CA
- customer experience associate Loma Linda, CA
- social service representative Loma Linda, CA
- client experience specialist Loma Linda, CA
- customer experience agent Loma Linda, CA
- customer support agent Loma Linda, CA