Bilingual Client Engagement Specialist — Estate Planning, Business Law & Trust Administration

Bilingual Client Engagement Specialist — Estate Planning, Business Law & Trust Administration

You’ve sold plenty of things in your career. Maybe some of it felt good. Maybe some of it didn’t. Either way, you

knowhowtobuildtrustfast,readaroom,andclose—forreal,notwithascript.

At Legal Nor Cal ,you’llstillbeselling.

You’llstillbeclosing.

Butthethingyou’rsellingactuallymatters:peaceof

mindforfamiliesprotectingwhatthey’vebuilt,andclarityforbusinessownersnavigatingdecisionsthatshape

their future.

Thisisn’estaboutpushingaproduct.

It’saboutguidingpeoplethroughsomeofthemostimportant—andmost

avoided—decisionsoftheirlives,andgettingpaidwellfordoingitright.

The Client Engagement Specialistisakeymemberofourteam ,responsibleforsales,lead follow-up,andclient

experienceforourestateplanning,business law,andtrustadministrationpractice.

Thisroledoesrequirean

understandingofestateplanningworkproduct—youdon’tneedtohavesolditbefore,butyoudoneedto

knowwhatatrust,apour-overwill,andafundedestateplanactuallyare.

Atrackrecordofhandlingbigprice

pointsandsensitiveconversationswithmaturitymattersjustasmuch.

We’lltrainyouonthesalesside.

Whatwecan’ttrainisthetrustandestatesknowledgeyou’llalreadybring—or

theabilitytogenuinelycareaboutpeoplewhoarethinkingaboutmortality,family,andlegacy—andtohelp

themmovefrom“weshouldreallygetthisdone”to“let’sdothis.”

Firm
:

Legal Nor Cal P.C.

Compensation
:$100K+(Base Compensation+Incentives)

• Conductinginitialconsultationstosellestateplanning,business law,andtrustadministrationservices.
• Owningthefullsalesprocess,starttofinish—noscript-reading required.
• Followingupwithprospectiveclientswhohaven’tyetretainedus,withoutbeingpushyorforgettable.
• Overseeingasmoothhandoffofnewclientstothelegalteam
• Maintainingatrackingsystemforleads,new clients,andreferralsources
• Talking with real people about mortality, money, and family — with tact, warmth, and zero awkwardness

• Preferred:
  You’re a paralegal with trust and estates experience, or an attorney with a trust and estates backgroundlookingtoputthoseskillstoworkinadifferentway.
  
  Eitherway,youunderstandwhatanestateplanactuallyisandcanspeaktoitwithrealcredibility.
• Preferred:
  Youarefluentinboth English and Spanish ,enablingtoeffectivelycommunicatewithdiverse clientsandteams.
• Youhaveaprovenrecordofsalessuccess,ideallywithbigpricepointsorcomplex,high-consideration decisions.
• Youbuildrelationshipsandtrustquickly,andyou’recomfortablewithemotionallysensitiveconversations.
• Youcommunicateexceptionallywell—inperson,onthephone,andinwriting.
• Youthinkonyourfeetanddon’tgetrattledwhenaconversationgoessideways.
• You’reorganizedenoughtomanageapipelinewithoutsomeonecheckinginonyou.
• You’retech-savvyandcomfortablelearningnewtoolsandprocesses.
• Youtreata Friday-afternooncallwiththesamecareasa
  
  Monday-morning one.
• Real-life perspective—yourown“battle scars”oramajorlifechangeyou’venavigated—isagenuine assethere,notaliability.

• Competitivebaseplusabonus/incentivestructurethatrewardsresults.
• Real training—weteachyouthesalesprocessandhowwerunclientengagement,starttofinish.
• Afirmthattrustsadultstomanagethemselvesandhitsthebrakesonmicromanagement.
• Atight-knit,no-dramateamthat’sgrowingfast.
• Thechancetohelpclientswalkawaybetteroffthanwhentheycamein—everytime.
• Health insurance
• Life insurance
• Vision insurance
• Youthinksalesisahigh-pressure,“talkthemintoit”game.
• You’dratherworkalonethanaspartofateam—we’rebigbelieversintheteam.
• Yougetdiscouragedthemomentaplandoesn’tgoperfectly.
• You’relookingforalow-effortjobwithlongmeetingsandlowexpectations.
• Youbelievesales,doneright,isaservicetothepersonontheothersideofthetable.
• Youwantyourworktomeansomethingbeyondthecommission.
• Youcanholdspaceforahardconversationandstillguideittowardadecision.
• You’rehungry,coachable,andreadytobuildsomethingwithagrowingfirm.