Client Engagement Specialist – Estate Planning, Probate

• 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.

• 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.

Demonstrates expertise in consultative sales and relationship building, with a strong focus on client communication and follow-up. Capable of managing leads and opportunities effectively while supporting educational initiatives and ensuring a positive client experience.

• CRM