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Client Engagement Specialist (Estate Planning & Probate)

Shoup Legal. A Professional Law Co

Corona, CA

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JOB DETAILS
SALARY
$65,000–$150,000 Per Year
SKILLS
Cold Calling Skills, Communication Skills, Consultative Sales, Customer Conversion, Customer Experience, Customer Relationship Management (CRM), Customer Satisfaction, Estate Planning, Financial Services, Follow Through, Healthcare, Insurance, Legal, Marketing, Metrics, Organizational Skills, Probate, Problem Solving Skills, Professional Services, Property Insurance, Sales, Sales Prospecting, Trust Law, Wealth Management, Webinar, Website Conversion
LOCATION
Corona, CA
POSTED
1 day ago
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 PI71e3faaa6398-25448-405789725c143e31-5e48-4549-b638-05792d185386

About the Company

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Shoup Legal. A Professional Law Co

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