Estate Planning Client Onboarding & Growth Specialist

Shouplegal; Murrieta (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Paid holidays

Personal time off

Health insurance

Dental insurance

Vision insurance

Life insurance

401K contributions

Job summary

Shouplegal, a fast-growing estate planning law firm in Murrieta, is hiring a Welcome Coordinator. This full-time role involves sales, customer service, and data entry, aimed at cultivating client relationships and facilitating their transition to engaged clients.

The ideal candidate will have strong communication skills, empathy, and a high school diploma, with a preference for a bachelor's degree. Benefits include paid holidays, personal time off, and comprehensive health insurance.

Qualifications

• Must have superb communication skills, both written and verbal.
• Empathy towards potential clients during difficult times is essential.
• Ability to interact with various personality types and close sales.

Responsibilities

• Conduct needs analysis meetings with potential clients.
• Maintain a tracking system for leads and new clients.
• Enter client data into the case management system.
• Follow up with prospects who haven't retained the firm.
• Participate in networking activities and produce conversion reports.

Skills

Superb communication skills

Empathy

Time-management

Interpersonal skills

Sales skills

Education

High school diploma

Bachelor's degree

Tools

Microsoft Office products

Cloud-based software

Job description

Shouplegal, a fast-growing estate planning law firm in Murrieta, is hiring a Welcome Coordinator. This full-time role involves sales, customer service, and data entry, aimed at cultivating client relationships and facilitating their transition to engaged clients.

The ideal candidate will have strong communication skills, empathy, and a high school diploma, with a preference for a bachelor's degree. Benefits include paid holidays, personal time off, and comprehensive health insurance.