Client Engagement Manager

Are you passionate about sales for something that actually helps people? Do you thrive on achieving measurable results in your work? Are you detail-oriented and excel at optimizing processes to ensure everything runs smoothly? Are you an outgoing, dynamic, and directed individual? Do you enjoy working in a dynamic environment where high performance is expected and rewarded? Then, we should definitely speak!

Join a supportive, client-focused team that values integrity, innovation, growth, and service. We are looking for someone who thrives in a growing, procedure-driven environment and enjoys working closely with others to provide outstanding service.

Why You’ll Love This Role:

• A supportive work environment where you’ll feel valued and appreciated.
• Opportunities to build lasting relationships with team members and clients.
• A role that encourages loyalty, patience, and care for others.
• A chance to make a significant impact in the lives of clients and their families.
• Generous bonus potential based on performance metrics.

• Boost Client Engagement: Maximize lead conversion and build strong relationships by effectively communicating results from client calls and identifying prospects who should hire the firm.
• Drive Results: Operate efficiently in both remote and office environments, keeping calls on track to hit goals and utilizing call reports and analytics to measure success.
• Continuous Improvement: Analyze call trends and opportunities, share insights to evolve the intake sales role, and participate in both sales and non-sales training to enhance skills.
• Performance Transparency: Log call results rigorously after each interaction and communicate performance transparently to firm leaders.

• College degree with at least 2 to 3 years of related sales or customer relationship experience.
• Knowledge of legal processes, particularly in Estate Planning, Elder Law, and Estate Administration.
• Excellent verbal and written communication skills.
• Strong client service orientation, capable of developing rapport and maintaining positive relationships, particularly on the phone or in a virtual meeting.
• High degree of accuracy and attention to detail, with exceptional organizational skills.
• Proficiency in relevant software and record-keeping systems, including Microsoft Office and legal databases.
• Outgoing personality, comfortable in sales meetings and networking events, with the ability to build partnerships with potential clients.
• Strong work ethic, sense of accountability, and ability to take initiative and follow tasks through to completion.
• Flexibility to adapt to change and work in a fast-paced environment, handling multiple tasks and projects simultaneously.
• Ethical code of conduct and professionalism.