Description:
Do you excel at building trust, guiding important decisions, and helping people take action?
Are you a consultative sales professional who enjoys helping families solve meaningful problems rather than selling products? If so, we would love to meet you.
We are a fast-growing estate planning, probate, and trust administration law firm dedicated to helping families protect their loved ones, preserve their assets, and gain peace of mind. We are seeking a Client Engagement Advisor to meet with prospective clients, understand their goals, educate them about available solutions, and help them confidently move forward with our firm.
This is not a cold-calling position. Qualified prospective clients are generated through our marketing efforts and educational events. Your role is to build trust, uncover needs, communicate value, and guide prospects toward making informed decisions.
What You'll Do
What Success Looks Like
Compensation & Benefits
Job Type:
Why Join Us?
We are building something special. Our team is passionate about helping families navigate some of life's most important decisions. If you want meaningful work, professional growth, and the opportunity to make a real difference while being rewarded for your performance, we'd love to hear from you.
Requirements:
*Please note, applicants who do not follow instructions will not be considered for the position.*
What We're Looking For
Preferred Experience
Experience in one or more of the following:
Compensation details: 65000-150000 Yearly Salary
PI45c2c661a797-26276-34209018
Client Engagement Specialist (Estate Planning & Probate) • Murrieta, California, United States, 92563
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