Client Engagement Specialist (Estate Planning & Probate)
$65,000–$150,000 year
On-siteSan Diego, California, United States
Job Summary
Conduct consultative meetings with prospective clients to identify concerns, goals, and priorities while educating them on the planning process and available services. Communicate the value of working with the firm and guide prospects toward making informed decisions without cold-calling, as qualified leads are generated through marketing and educational events. Follow up consistently with prospects who have not yet retained the firm and track leads, opportunities, and conversion metrics within the CRM. Support educational workshops, webinars, and community events, and collaborate with attorneys and staff to ensure an exceptional client experience.
Required Qualifications
- 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
- Applicants who do not follow instructions will not be considered for the position
Desired Qualifications
- Experience in Financial Services
- Experience in Wealth Management
- Experience in Insurance
- Experience in Professional Services
- Experience in Real Estate
- Experience in Healthcare
- Experience in Senior Services
- Experience in Legal Services
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