Client Engagement Specialist

1 week ago

Vancouver, Washington, United States Pettis Webber Pacific P.S. Full time
Job Description

We are seeking a highly skilled and compassionate Intake Specialist to join our team at Pettis Webber Pacific P.S. This role is responsible for communicating with prospective clients, building trust and confidence in our firm, and fostering meaningful relationships.

Key Responsibilities:

  • Conduct intake calls with clients, gathering relevant information with a warm and empathetic approach.
  • Schedule quality consultations, utilizing strong interpersonal skills and emotional intelligence to connect and build rapport.
  • Empower clients by providing support and guidance while respecting their autonomy and decision-making process.
  • Maintain a detail-oriented approach, ensuring accuracy and completeness in client records, intake forms, and appointment scheduling.
  • Utilize technical skills to effectively manage client information, appointments, and follow-up tasks.
  • Apply intuition and insightful thinking to anticipate client needs and preferences, providing personalized support and recommendations.
  • Conduct outreach to leads lists, engaging potential clients with charm and professionalism to generate interest and schedule appointments.

Requirements:

  • Ability to manage a high volume of incoming calls and time on the phone.
  • Ability to relate to and work with the elderly, their families, and caregivers.
  • Display a willingness to learn and grow, actively seeking opportunities to expand knowledge and skills to better serve clients and support the sales team.
  • Knowledge of modern office equipment and efficient computer skills.
  • Demonstrate high follow-through on commitments made during client interactions, ensuring that promises are fulfilled promptly.
  • Demonstrate a proactive attitude and a love for taking action and addressing client needs to make a positive impact.
  • Exhibit high emotional intelligence during client interactions, and ability to navigate discussions about sensitive topics with compassion and directness.
  • Prior customer service and/or inbound sales experience.
  • Ability to work in a fast-paced environment.
  • High school diploma, some secondary education/training.

About Us:

  • Our Firm's Mission: Empowering people to live with greater joy and freedom from fear as they age.
  • Our Firm's Vision: Bring more life to the world through estate planning and education.
  • Our Firm's core values: We value truth above all else. We believe vulnerability is power. Mistakes are lessons gifted to us for progress, and authenticity is gold. We always strive to do our best. We create, be, and see the beauty in everything.

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