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Client advisor Jobs in Orange, CA

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Client advisor • orange ca

Last updated: 8 hours ago

Client Sales Specialist

Law Office of Kyle GurwellFountain Valley, California, United States, 92708
Full-time
Quick Apply

Hiring a Sales Champion! GENEROUS PAID TIME OFF - HEALTH RETIREMENT BENEFITS - PROFESSIONAL DEVELOPMENT.Do you love talking to people and helping them take the first step when they’re stressed, ove... Show more

 • Promoted • New!

Temporary Part-Time Client Advisor, South Coast Plaza

KHAITECosta Mesa, CA, United States
$23.00–$25.00 hourly
Part-time

Temporary Part-Time Client Advisor, South Coast Plaza.KHAITE is a way of looking at the world.Shaped by formative encounters, cultural touchstones, and secret desires, this point of view comes to l... Show more

J.P. Morgan Wealth Management Private Client Advisor - Westminster, CA

ChaseWestminster, CA, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Client Advisor

Compagnie Financire Richemont SACosta Mesa, CA, United States
Full-time

Your mission will be to deliver personalized premium client experience by demonstrating the expertise with curiosity/humility, connecting creating true long-term relationships with clients, making ... Show more

Client Advisor/ Keyholder, South Coast Plaza

OTB GroupCosta Mesa, CA, United States
$18.00–$19.00 hourly
Full-time

Client Advisor/ Keyholder, South Coast Plaza.Since 1994, Marni has been recognized as the most artistic, color-savvy, life embracing, off-beat brand in the luxury segment.A constant aspiration to s... Show more

Financial Advisor

TradeJobsWorkforce92620 Irvine, CA, US
Full-time

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial s... Show more

 • Promoted

Sr Client Advisor - Commercial Lines

TrucordiaIrvine, California, United States
Remote
Full-time

Meets established sales quotas on monthly, quarterly, and annual basis.Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments... Show more

Private Client Advisor Team Manager

Mercer FranceIrvine, CA, United States
$89,500.00–$166,900.00 yearly
Full-time

Private Client Advisor Manager.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our ... Show more

Private Client Advisor Team Manager

Marsh & McLennanIrvine, CA, United States
$89,500.00–$166,900.00 yearly
Full-time

Private Client Advisor Manager.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our ... Show more

Client Manager

IMA Financial GroupAnaheim, CA, United States
$75,000.00 yearly
Full-time

The Client Manager oversees a dedicated book of business comprised primarily of lower-complexity clients, delivering consistent service and lifecycle support.This role serves as a primary point of ... Show more

J.P. Morgan Wealth Management Private Client Advisor - Orange and Anaheim, CA

JPMorgan ChaseOrange, CA, United States
Full-time

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus... Show more

Financial Advisor

Northwestern MutualAnaheim, CA, United States
$61,000.00 yearly
Full-time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyAnaheim, CA, United States
$61,000.00 yearly
Full-time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more

 • New!

Private Client Advisor

Columbia BankIrvine, CA, United States
$100,000.00–$180,000.00 yearly
Full-time

Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.Init... Show more

Client Advisor, South Coast Plaza

PradagroupCosta Mesa, CA, United States
Full-time

Client Advisor, South Coast Plaza.Fondato nel 1913 in Italia, il Gruppo Prada si costruito su una tradizione di eccellenza e con una visione di innovazione.Il Gruppo, leader mondiale nel settore d... Show more

Commercial Insurance Client Advisor

AcrisureCosta Mesa, CA, United States
Full-time

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clie... Show more

Sr Client Advisor - Commercial Lines

Andreini & CompanyIrvine, CA, United States
Full-time

Sr Client Advisor - Commercial Lines.Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored.At Trucordia, our co... Show more

SAINT LAURENT Senior Client Advisor Costa Mesa

KeringCosta Mesa, CA, United States
$23.00 hourly
Full-time

About Saint Laurent: Founded in 1961, Yves Saint Laurent was the first couture house to introduce the concept of luxury prt--porter in a 1966 collection called 'Rive Gauche', synonymous with youth ... Show more

Beauty Advisor

Ulta BeautyTustin, CA, United States
$17.00–$25.00 hourly
Full-time +1

The Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting cashier tasks, keepi... Show more

Service Advisor

Fullerton FordFullerton, CA, US
Full-time

The responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed.They may also set up loaner cars and verify insurance before ma... Show more

People also ask
Client Sales Specialist

Client Sales Specialist

Law Office of Kyle GurwellFountain Valley, California, United States, 92708
8 hours ago
Job type
  • Full-time
  • Quick Apply
Job description

Hiring a Sales Champion! GENEROUS PAID TIME OFF - HEALTH RETIREMENT BENEFITS - PROFESSIONAL DEVELOPMENT


Do you love talking to people and helping them take the first step when they’re stressed, overwhelmed, or unsure what to do next? Do you believe responsiveness, empathy, and confidence can change someone’s entire experience?


We are a forward-thinking law firm on a path for aggressive growth, and we are looking for a Sales Champion to be the first point of contact for potential clients and a key driver of our firm’s growth. We handle family law, civil litigation, consumer protection, and related matters. Clients are people going through some of the most difficult chapters of their lives, and you will be the first human voice many of them hear.


We want to be known for helping people feel heard, supported, and confident from the very first phone call. This role is critical. You are often the person who sets the tone for the entire client experience.


This position is not a legal role. You will not provide legal advice. You will guide potential clients through our process, answer questions about next steps, and help the firm connect with the right clients. You can discuss the workflow in general, help clients describe their situation, and quote fees that have been set by an attorney. You cannot give legal advice, set a case strategy, or finalize engagements without attorney acceptance.


We love people who take ownership, follow through, and understand that speed, clarity, and empathy matter. This is a role for someone who is comfortable with accountability, metrics, and results, and who genuinely enjoys helping people say "yes" to moving forward.


If these statements appeal to you, you may be our Champion:

  • You genuinely enjoy talking to people and building rapport.

  • You smile when you answer the phone, and people can hear it.

  • You understand the difference between listening and waiting to talk.

  • You are persistent without being pushy.

  • You follow up when others forget.

  • You are organized and can track conversations, next steps, and details without letting anything slip through the cracks.

  • You are comfortable with scheduling, calendars, CRMs, and basic technology.

  • You can handle emotional conversations with professionalism and calm.

  • Your middle name is "No Drama."

  • You understand that how someone feels after a call matters just as much as what was said.

  • You do not think data entry or follow-up calls are "beneath you" because you know that is where deals are won and relationships are built.

Compensation:

$23 - $26 hour base salary + generous merit based bonus


Responsibilities:

What You Will Do

  • Conduct sales conversations with prospective new clients (PNCs) to help them understand how the firm can help and to sell legal services
  • Present the cost of services (fees pre-determined by an attorney), answer questions about the process, and ask for the commitment
  • Handle objections with empathy and confidence, not pressure
  • Create contracts and accept payment (help clients with financing if necessary), then coordinate with the attorney for acceptance
  • Conduct 2nd, 3rd, and 4th follow-up calls to close the loop with PNCs who did not hire the firm during their initial conversation
  • Follow up on all outstanding electronic and mailed contracts that have not been signed and paid
  • Oversee client onboarding & offboarding
  • Track and maintain data while preparing metrics and reports for the owner on lead conversion rates, referral sources, cost of acquisition, and other key performance indicators


Qualifications:

Who You Are

  • 1+ years of experience in sales, client services, intake, or a client-facing role (legal industry experience is a plus, not required)

  • Comfortable making outbound calls, following up persistently, and asking for the sale

  • Strong communicator who can interact professionally and empathetically with people going through difficult life transitions

  • Organized and detail-oriented

  • Comfortable with CRMs, case management software, spreadsheets, and basic technology

  • Self-motivated: you see what needs doing and do it without being asked

  • Metrics-driven and comfortable being held accountable to performance goals

  • Discreet and trustworthy with confidential client information

  • Bonus if you have prior experience in a law firm, especially in family law, civil litigation, or consumer law

What We Offer

  • Base salary plus quarterly performance incentives tied to clients successfully onboarded and sales performance

  • Benefits - Generous PTO; Health, Dental Insurance; Retirement.

  • Structured onboarding and training program (you will shadow, learn, and be supported before going live)

  • A collaborative, respectful work environment where your work is noticed and appreciated

  • The opportunity to make a direct impact on the growth of the firm and the lives of the clients we serve

  • Room for growth as the firm expands

This is a full-time position where you are expected to manage prospective and new client relationships, so you absolutely must be able to work in the office for 40 hours per week. Initial compensation will include a base salary with quarterly performance incentives based on clients successfully onboarded and sales results. There is an opportunity for bonus compensation for those who can demonstrate their impact on the firm’s growth.

We look forward to reviewing your application.


About Company

At the Law Office of Kyle Gurwell, clients come first. That is not a slogan.

It is our standard. We are a client-focused firm built on trust, preparation, and disciplined advocacy. Every case matters. Every detail matters. Every client deserves to feel informed and protected. Our promise is simple: Personal Attention. We give each case our full focus and care, clear communication, and treat every person with professionalism and patience.

We hold our team to the same high standard. If excellence and accountability matter to you, you will thrive here!

#WHLAW3

Compensation details: 23-26 Hourly Wage





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