Client Engagement Specialist

Are you a relationship-builder at heart with a background in
sales
? Do you love guiding people toward solutions that change their lives for the better? Are you ready to apply those skills in a
mission-driven, professional setting
?

We're a
fast-growing law firm
looking for a
Client Engagement Specialist
to join our team. You’ll be the first point of contact for referral partners and families navigating estate planning, probate, or asset protection. Your role? To build trust, understand their goals, and guide them to the right solutions — with empathy, integrity, and professionalism.

No cold calls. No sleazy tactics. Just meaningful conversations, expert training, and huge opportunities for growth and impact.

Our compensation model is designed to reward you for making a meaningful difference, not just showing up. The more families you guide into taking action, the more you earn, all while supported by a trusted legal team.

We offer a stable base, generous commissions, and the chance to earn
bonuses
with the right drive — no legal background is required (we provide all training), just need hustle, and coachability.

• Identify opportunities for cross-referrals and support ongoing relationships with
  referral partners
• Conduct
  initial consultations
  with potential clients — helping them feel informed, heard, and supported
• Follow up with
  inbound and outbound leads
  via phone, text, email, and Zoom
• Clearly explain our services and processes (with full training provided)
• Work closely with attorneys and legal team to ensure smooth onboarding for new clients
• Hit performance goals tied to revenue, client satisfaction, and referrals

You might have crushed it in
real estate, solar, fitness, retail sales, or phones
. You’re
personable, polished
, and quick on your feet. Most importantly, you're
serious about growth
and excited to learn a new industry.

• 2+ years of sales, account management, or client-facing experience
• Excellent communication skills
  (phone, Zoom, in-person)
• Ability to hold space for people dealing with sensitive issues (like grief or family decisions)
• Emotionally intelligent, high integrity, and
  self-motivated
• Coachable and open to learning new skills, especially legal and ethical standards
• Tech-savvy (CRM or pipeline tools experience a plus)

$50,000 - $95,000 yearly

• Innovative & Flexible Culture. Enjoy a healthy work-life balance with standard hours 9 AM – 4:30 PM and remote flexibility (every other Friday work-from-home).
• Comprehensive benefits: 100% employer-paid medical, dental, vision, and life insurance, 100% 401(k) match up to 3% and unlimited PTO.
• Top-Rated Firm with a Mission
• Join a team that’s recognized by clients for providing thorough, practical, and truly effective estate planning.
• We believe in long-term client relationships, not one-and-done transactions.
• Purpose & Autonomy. We are architects of generational prosperity, helping entrepreneurial families leave a meaningful legacy.
• You’ll have the freedom to innovate and lead, backed by a team that values your contribution and professional development.