Law Firm Client Engagement Facilitator

4 weeks ago


Decatur, United States The Estate & Asset Protection Law Firm Full time

Do you agree that every person deserves respect and the highest quality of life possible, regardless age or ability? Do you believe that people should be able to age with independence, dignity, and grace?

If you answered yes to these questions, then you share our passion.


Are you ready to join the Team?


Join a forward-thinking law firm dedicated to helping people age with dignity through estate and asset protection planning. The Estate & Asset Protection Law Firm, located in downtown Decatur, GA, is a boutique firm specializing in Elder Care Law, Asset Protection, and Estate Planning, including Medicaid Planning, VA Benefits Planning, Probate, and Wealth Protection. We are looking for compassionate individuals to join our team as Client Engagement Facilitators. In this role, you will be the first point of contact for potential clients, helping them understand our services and how we can support them. You will build relationships, explain the benefits of estate planning, and guide clients toward their next steps. You don’t need to be a lawyer, but strong communication skills, a sales mindset, and a passion for helping others are key.


Responsibilities:


  • Conduct initial consultations with potential clients to understand their needs and explain our services.
  • Educate clients on Elder Care Law, Asset Protection, and Estate Planning, including Medicaid Planning, VA Benefits Planning, Probate, and Wealth Protection, highlighting the value of working with our firm.
  • Responsibilities include day-to-day engagement of potential clients, focusing on proactive relationship-building objectives and support that prioritizes care and attention to detail.
  • Maintain accurate records of potential client interactions in our CRM system.
  • Maintain contact with meeting attendees and follow up with potential new clients who have not yet retained the firm via phone, email, and text.
  • Work closely with the legal team to ensure seamless handoff of clients for further legal services.
  • Exceed monthly targets.
  • Assist in working with attorneys during client signing meetings


Qualifications:


  • 2+ years in sales experience, preferably in Luxury Sales or high-end service-oriented fields such as financial services, insurance, or healthcare.
  • Strong client-focused interpersonal skills that demonstrate compassion and patience.
  • Strong communication skills, with the ability to build trust quickly.
  • Self-motivated, goal-oriented, and able to work independently and as part of a team.
  • Proficient in using a CRM and Microsoft Office Suite.


Preferred:

  • Experience working in the legal, or elder care industries.
  • Familiarity with estate planning, elder law, or related legal services.


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