Client Engagement Specialist (Sales

Our mission is simple: to provide our clients with the legal expertise and compassionate support they need to make informed decisions about their future.

We're seeking a driven, empathetic, and organized sales professional to join our growing team. In this role, you'll guide prospective clients through one of the most important decisions of their lives—protecting their loved ones and legacies. This is not cold calling—it’s relationship-driven, consultative sales. You'll work with warm leads, build trust, uncover needs, explain options, and ensure clients feel confident about moving forward.

• Engage with prospective clients via phone, video, and in person.
• Engage leads, explain our services, and guide them through the decision process.
• Follow a structured follow-up process to stay top-of-mind.
• Facilitate a smooth handoff to our legal team after engagement.
• Maintain sales funnel and track and report sales metrics and pipeline status.

• 5+ years of consultative sales experience (legal, financial, healthcare, luxury, or other high-ticket services preferred).
• Strong relationship-building and active listening skills.
• Comfort discussing sensitive topics with empathy and discretion.
• Highly organized and detail-oriented with excellent follow-through.
• Proficient with CRM tools and virtual communication platforms.

• Meaningful work—help clients achieve peace of mind for the future.
• Warm, collaborative team culture.
• Training provided on our services and ethical client engagement practices.

• Hold minimum 3 initial consultations per day.
• Report on total calls, leads generated, source of leads, and conversion rate (PNCs to clients) weekly.
• Follow up with 100% of PNCs (even those who registered for seminars) who did not engage within 3 business days.
• Conduct check-in calls with all former clients on schedule.
• Commensurate with experience.
• Bonus potential based on performance.
• Full-time, in-office role.