Client Engagement Sales Coordinator

Ocean Estate Law PC; San Clemente (CA); On-site; USD 60,000 - 69,000; Full time

Job summary

Ocean Estate Law, an innovative estate planning law firm, seeks a Client Engagement Sales Coordinator in San Clemente, CA. The role focuses on guiding prospective clients through crucial decisions about their legacy and family protection. Ideal candidates are empathetic relationship builders who can communicate effectively and thrive in a supportive, consultative sales environment.

Benefits

Paid time off

401(k) with 3% employer match

Sales and professional development training

Free parking

Supportive, modern office environment

Qualifications

• Experience navigating complex conversations with empathy.
• Strong communication skills – verbal and written.
• Background in discussing high-value services.

Responsibilities

• Conduct initial consultations with potential clients.
• Communicate legal service value empathetically.
• Manage follow-up with prospects.

Skills

Empathy

Communication

Relationship Building

Sales Skills

Team Collaboration

Tech Savvy

Job description

Job Title: Client Engagement Sales Coordinator Location: Laguna Hills & San Clemente, CA Industry: Estate Planning Law Firm 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. Compensation & Benefits Base salary: ~$60,000/year DOE 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 • High-pressure sales tactics • “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+

• 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.

Compensation:
$60,000 per year