Client Engagement Specialist

3 weeks ago


Laguna Hills, California, United States Ocean Estate Law PC Full time
About Ocean Estate Law PC
We are an innovative and ambitious Estate Planning Law firm in South Orange County, poised for aggressive growth. Our team is dedicated to providing customized and strategic guidance to individuals seeking to protect their assets and loved ones.

Competitive Compensation

We offer a highly competitive base pay with the opportunity for incentive compensation. This position can lead to earnings of up to $100,000 per year or more.


About the Role

This is an exciting opportunity for a proven sales professional to join our team as a Client Engagement Specialist. As a key member of our firm, you will be responsible for direct in-person sales, lead follow-up with potential clients, and exceptional customer service. We provide all leads, so no cold calling is required.

You will work closely with other members of the legal team to develop and maintain relationships with potential clients, helping us realize our vision of serving more people. We offer comprehensive training to ensure your success in this role.

Responsibilities

  • Conduct initial client consultations to sell estate planning services
  • Oversee the smooth transition of new cases to the legal team
  • Follow up with potential new clients who have not yet retained our services
  • Maintain a tracking system to monitor leads, new clients, and referral sources

Qualifications

  • Demonstrate exceptional communication skills in person, over the phone, and in writing
  • Show empathy and understanding when interacting with potential clients
  • Be tech-savvy and able to quickly learn about new topics (other legal products)
  • Think critically and creatively to solve problems
  • Be a team player with a strong focus on customer service


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