Client Engagement Specialist (Sales)

Estateandelderlawyer; Natick (MA); On-site; USD 70,000 - 110,000; Full time

Job summary

Estateandelderlawyer is seeking a driven sales professional to guide prospective clients through important decisions about protecting families and legacies. This in-office, relationship-driven role emphasizes empathy, organization, and consultative selling with warm leads and a structured follow-up process.

The candidate will manage client conversations via phone, video, and in person, build trust, uncover needs, explain options, and ensure prospects feel confident to move forward.

Qualifications

• 5+ years of consultative sales experience in relevant sectors.

Responsibilities

• Engage with prospective clients via phone, video, and in person.
• Explain services and guide clients through the decision process.
• Follow a structured follow-up process to stay top-of-mind.
• Facilitate a smooth handoff to our legal team after engagement.
• Maintain sales funnel and report sales metrics and pipeline status.

Skills

Consultative sales

Relationship-building

Active listening

CRM proficiency

Organization

Job description

Our mission is simple: to provide our clients with the legal expertise and compassionate support they need to make informed decisions about their future.

"You're not just selling a service—you're helping people protect their families, their futures, and their peace of mind."

The Role

We're seeking a driven, empathetic, and organized sales professional to join our growing team. In this role, you'll guide prospective clients through one of the most important decisions of their lives—protecting their loved ones and legacies. This is not cold calling—it’s relationship-driven, consultative sales. You'll work with warm leads, build trust, uncover needs, explain options, and ensure clients feel confident about moving forward.

What You'll Do:

• Engage with prospective clients via phone, video, and in person.


• Engage leads, explain our services, and guide them through the decision process.


• Follow a structured follow-up process to stay top-of-mind.


• Facilitate a smooth handoff to our legal team after engagement.


• Maintain sales funnel and track and report sales metrics and pipeline status.

What We're Looking For:

• 5+ years of consultative sales experience (legal, financial, healthcare, luxury, or other high-ticket services preferred).


• Strong relationship-building and active listening skills.


• Comfort discussing sensitive topics with empathy and discretion.


• Highly organized and detail-oriented with excellent follow-through.


• Proficient with CRM tools and virtual communication platforms.

Why You'll Love Working Here:

• Meaningful work—help clients achieve peace of mind for the future.


• Warm, collaborative team culture.


• Training provided on our services and ethical client engagement practices.

Key Performance Goals:

• Hold minimum 3 initial consultations per day.


• Report on total calls, leads generated, source of leads, and conversion rate (PNCs to clients) weekly.


• Follow up with 100% of PNCs (even those who registered for seminars) who did not engage within 3 business days.


• Conduct check-in calls with all former clients on schedule.


• Commensurate with experience.


• Bonus potential based on performance.


• Full-time, in-office role.