Client Engagement Specialist (Estate Planning & Probate) Hybrid/Remote Options Available

What You'll Do

• Congduct 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.

What Success Looks Like

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

Compensation & Benefits

• Competitive base salary; $65k - $150k depending on performance.
• Performance-based incentive compensation.
• Paid training.
• Professional development opportunities.
• Career advancement opportunities as the firm grows.

Job Type

Full-time
Hybrid/Remote Options Available

Why Join Us?

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.

Requirements

• Please note, applicants who do not follow instructions will not be considered for the position.

Preferred Experience

• Experience in one or more of the following: Financial Services, Wealth Management, Insurance, Professional Services, Real Estate, Healthcare, Senior Services, Legal Services.