Client Engagement Specialist; Estate Planning & Probate

Full-time 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.

• 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.

• Strong consultation-to-client conversion rates.
• Consistent follow-up activity.
• Excellent client experience and satisfaction.
• Accurate CRM documentation.
• Positive contributions to firm growth.

• 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

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.

• Applicants who do not follow instructions will not be considered for the position.

• 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.

Experience in one or more of the following:

• Financial Services
• Wealth Management
• Insurance
• Professional Services
• Real Estate
• Healthcare
• Senior Services
• Legal Services

$65,000-$150,000 depending on performance bonuses