Client Engagement Sales Coordinator

Bighornlaw; San Clemente; Presencial; USD 60.000 - 80.000; Jornada completa

Descripción de la vacante

A growing estate planning law firm seeks a Client Engagement Sales Coordinator to help clients navigate important decisions about their legacy. The ideal candidate will be empathetic, a strong communicator, and capable of building meaningful relationships with clients. This role offers a unique opportunity to make a lasting impact while achieving strong earning potential.

Servicios

Paid time off

401(k) with 3% employer match

Sales and professional development training

Free parking

Supportive, modern office environment

Formación

• Experience discussing high-value services.
• Ability to guide clients through complex conversations.
• Real-world experience and emotional intelligence preferred.

Responsabilidades

• Conduct initial consultations with potential clients.
• Communicate the value of legal services with empathy.
• Track leads and manage follow-ups effectively.

Conocimientos

Empathy

Communication

Relationship building

Tech-savviness

Descripción del empleo

Posted a day ago

Description

Job Title: Client Engagement Sales Coordinator

Join a Purpose-Driven Team That’s Changing Lives

We are Ocean Estate Law, an innovative and fast-growing estate planning law firm in South Orange County. Our mission is to help families protect what matters most, and we're proud to have been named Best Law Firm in San Clemente for four years running.

As we continue to grow, we’re seeking a Client Engagement Sales Coordinator — someone who is passionate, people-focused, and driven to make a difference.

About the Role

This is not your typical sales job. Our Client Engagement Sales Specialist plays a critical role in guiding prospective clients through one of the most important decisions of their lives — protecting their family, their legacy, and their peace of mind.

Incentives: Generous performance-based bonuses

Benefits include:

• Paid time off
• 401(k) with 3% employer match
• Sales and professional development training
• Free parking
• Supportive, modern office environment

Bonus structure includes on-target earnings commensurate with your performance

Responsibilities

You’ll be responsible for:

• Conducting initial consultations with potential clients (we provide all leads – no cold calling).
• Communicating the value of our legal services with empathy and professionalism.
• Managing follow-up with prospects who haven't yet retained us.
• Supporting a smooth handoff to the legal team after the sale.
• Tracking leads, conversion rates, and referral sources with accuracy.

We offer comprehensive training — you don’t need a legal background, but you must have experience discussing high-value services and navigating complex conversations with empathy and maturity.

Qualifications

Who You Are

You're the right fit if you are:

• A relationship builder: You understand people, show empathy, and put others at ease.
• A closer with heart: You know how to close a sale through value, not pressure.
• An effective communicator: You express yourself clearly and professionally — in person, by phone, and in writing.
• A lifelong learner: You’re intellectually curious, eager to grow, and open to feedback.
• A team player: You collaborate well and consistently act with integrity.
• Tech-savvy: You’re comfortable using Windows and learning new software.

We love candidates with real-world experience and emotional intelligence. If you’ve overcome personal challenges or made transformative changes in your own life, we see that as a strength — not a weakness.

What We’re Not Looking For

• “Clock-watchers” waiting to be told what to do
• Lone wolves who don’t thrive in a team culture
• People looking to “talk prospects into” something

This is consultative, values-based sales. We believe sales is a service — an opportunity to guide, educate, and empower prospective clients to make important decisions.

Compensation

$60,000+

What Makes Ocean Estate Law Different

At our firm, clients don’t just get legal solutions — they get clarity, compassion, and confidence in their future. We’re proud to make a lasting difference in people’s lives. Our clients leave our office feeling better than when they arrived, whether they hire us or not.

If you're looking for a meaningful career with strong earning potential, professional development, and the chance to do work that truly matters — we want to hear from you.

Next Steps

To apply, please follow the instructions carefully. Qualified applicants will be asked to complete a short written interview — this helps us assess your communication and critical thinking skills.