Client Engagement Specialist (Sales)

KL Family Law; Orange (CA); On-site; USD 59,000 - 72,000; Full time

Job summary

KL Family Law in Orange, California seeks an energetic Client Engagement Specialist to drive client acquisition and service delivery. This full-time role blends sales with customer service, guiding clients through meaningful financial commitments with discretion and empathy.

You will manage a pipeline, follow up consistently, and transition clients smoothly to the legal team to ensure high-quality, client-focused experiences.

Qualifications

• Sales and client service experience with a focus on consultative engagement.
• Ability to manage a pipeline and follow up with prospective clients.
• Empathy, discretion, and professional communication throughout the sales process.
• Ability to learn firm processes and explain services clearly to clients.

Responsibilities

• Conduct initial case evaluations with prospective clients and communicate services.
• Seamlessly transition retained clients to the legal team and ensure onboarding steps.
• Perform timely, strategic follow-up with prospective clients.
• Maintain a structured tracking system for leads, conversions, and referrals.
• Present services professionally and build trust with clients.

Skills

Build rapport

Empathy

Consultative sales

Clear communication

Team collaboration

Technical proficiency

Windows-based systems

Job description

Pay

$65,000.00 base (with Sales Bonuses can be $100k to $300k)

About the Role

KL Family Law a small, but fast-growing, Family Law Firm in Orange, California, seeking an energetic and dedicated All-Star Salesperson (also called our Client Engagement Specialist) to ensure the firm consistently presents itself in a professional, compelling, and client-focused manner to potential new clients.

This position combines both sales and customer service responsibilities and is designed for top performers who thrive in a fast-paced, client-centered environment.

You must be comfortable confidently discussing significant financial commitments and guiding individuals through complex, emotionally sensitive situations with professionalism, discretion, and sound judgment.

Consistent, strategic follow-up is a core function of this position. If you are not disciplined in managing a pipeline and maintaining ongoing communication with prospective clients, this role will not be a fit.

We are seeking a high-level sales professional who can both convert and cultivate—someone who builds trust quickly, communicates value effectively, and develops strong client relationships over time.

We provide the training and structure needed to succeed in the legal space. For the right individual, this position offers meaningful work and substantial opportunity for personal, professional, and financial growth.

Our firm supports clients through deeply personal and often difficult transitions involving divorce, child custody, and financial restructuring. We are committed to helping individuals and families rebuild and move forward with strength. It is incredibly important to us that every client feels secure, supported, and at peace as they begin the next chapter of their lives.

Key Responsibilities

• Conduct initial case evaluations with prospective clients, effectively communicating the firm's services and guiding retention decisions.
• Facilitate a seamless transition of newly retained clients to the legal team, ensuring all onboarding steps are completed accurately and efficiently.
• Perform timely and strategic follow-up with prospective clients who have not yet engaged the firm.
• Maintain and manage a structured tracking system to monitor leads, client conversions, and referral sources.
• Present the firm's services in a professional, compelling, and client-focused manner.
• Build trust with prospective clients while helping them navigate emotionally sensitive situations with empathy, professionalism, and discretion.
• Maintain consistent communication throughout the sales process and ensure every prospective client receives a high-quality experience.

Qualifications & Experience

The ideal candidate will demonstrate the ability to:

• Build rapport and establish trust with prospective clients.
• Effectively engage with a wide range of personalities by adapting communication style as needed.
• Exhibit a high level of empathy, ensuring prospective clients feel heard, supported, and at ease.
• Apply consultative sales skills to guide prospective clients toward engagement by clearly communicating value and appropriate urgency.
• Communicate with clarity and professionalism in person, over the phone, and through written correspondence.
• Exercise sound judgment and think critically during real-time conversations.
• Maintain resilience and composure when facing challenges or unexpected outcomes.
• Quickly learn and understand new concepts, including legal services and firm processes.
• Deliver consistent, high-quality client interactions regardless of timing or circumstances.
• Follow established protocols and procedures with attention to detail and accountability.
• Collaborate effectively within a team environment while consistently demonstrating professionalism, respect, and integrity.
• Maintain strong technical proficiency, including comfort with Windows-based systems and specialized software.

Candidates with meaningful life and professional experiences that have shaped their resilience, perspective, and ability to empathize with others are highly valued. Demonstrated experience navigating significant challenges and making impactful personal or professional changes is a strong asset, as it fosters a genuine understanding of clients' situations and the ability to support them through difficult transitions.

The Client Engagement Specialist does not provide legal advice; therefore, prior legal experience is not required. However, experience in sales and client service is essential. While we provide training on our processes and services, we seek individuals who bring a genuine capacity for empathy and compassion, particularly when working with clients facing serious and emotionally challenging circumstances. We also offer on-going sales training and coaching to continue to improve your skills and opportunity for growth in the role if you’re successful.