Client Intake Specialist

Do you have a gift for meaningful conversations that help people protect what matters most? Are you energized by guiding families through important life decisions with empathy and clarity? At Smith Barid, estate planning isn't just about documents—it's about legacy, family, and peace of mind. We're seeking a Client Relations Specialist who brings genuine care, excellent communication skills, and a results-driven approach to every client meeting.

This is a consultation-focused role for someone who can build trust quickly, ask insightful questions, and help families navigate estate planning decisions with confidence. If you're a natural relationship-builder with a consultative mindset, we want to meet you.

Primary Responsibilities

• Conduct Initial Client Consultations: Lead engaging discovery meetings with prospective clients exploring revocable living trusts, wills, asset protection, and comprehensive estate planning solutions
• Guide Through Education & Options: Help clients understand the benefits of trust planning vs. wills, probate avoidance, privacy protection, and legacy design—addressing concerns with confidence and compassion
• Uncover Client Needs: Use our proven consultation framework to identify family priorities, pain points, and goals through strategic questioning and active listening
• Present Solutions & Investment Options: Clearly explain service packages and pricing, helping clients see the value in protecting their family's future
• Seamless Team Collaboration: Partner with our attorneys for smooth client handoff to our production team
• Maintain Client Records: Document consultation notes, follow-ups, and client progress in our practice management system (LawFlo)

What Makes You a Great Fit

• Relationship Builder: You naturally connect with people and make them feel heard and understood
• Consultative Approach: You're comfortable asking probing questions to uncover what truly matters to clients
• Clear Communicator: You can explain complex estate planning concepts in simple, relatable terms without giving legal advice
• Results-Oriented: You understand the importance of helping clients make timely decisions and can confidently guide them toward action
• Tech-Savvy: Highly comfortable with technology, including CRM systems, practice management software, and digital communication tools
• Coachable & Growth-Minded: You're eager to learn, practice, and refine your approach through role-playing and mentorship
• Professional Experience: 2+ years in client-facing roles within professional services (legal, financial planning, insurance, healthcare, or similar industries preferred)

Our Training & Support

You won't be thrown into the deep end. Our comprehensive 30-day training program includes:

• Shadowing experienced team members during live client meetings
• Daily script practice and role-playing sessions with feedback
• Access to recorded client consultations to learn different scenarios
• Ongoing mentorship and weekly performance reviews
• Clear frameworks and proven methodologies for client conversations

Compensation & Benefits

• Competitive base salary plus performance incentives - $45,000 base w/ bonus structure (to be determined)
• 401(k) retirement plan
• Comprehensive health insurance
• Vision and dental insurance available
• Professional development opportunities in estate planning and client services
• Collaborative, mission-driven work environment

Work Environment

This is an on-site full time position based in our Savannah office. You'll join a team that values excellence, empathy, and making a real difference in families' lives. Smith Barid is a tech-driven firm, and the ideal candidate will have a sales background, and be highly comfortable navigating CRM platforms, practice management systems, and various digital tools that enhance client experience.

What Success Looks Like

In this role, you'll be evaluated on your ability to:

• Build genuine rapport and trust with prospective clients
• Effectively identify client needs and pain points through consultative conversations
• Guide clients to informed decisions about their estate planning
• Maintain strong closing ratios and client satisfaction
• Contribute to our mission of helping families protect their legacies

Ready to Make an Impact?

If you're passionate about helping families, confident in your ability to lead meaningful conversations, and excited to grow with a firm that invests in your success—we invite you to apply.

How to Apply:

Send an email to with the subject line "I'M THE ONE" and attach your resume in PDF format.

We look forward to hearing from you

Job Type: Full-time

Pay: $45, $53,167.72 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person