Welcome Team Coordinator: Murrieta

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

Do you enjoy making a difference in the lives of others, and providing valuable services to clients? Do you want to join a team who appreciates your efforts and is just as committed as you are to serving clients with integrity and enthusiasm? We are looking for an All-Star to join our team as a Welcome Coordinator for our fast‑growing estate planning, probate, and trust administration law firm in Murrieta.

This position will entail sales, customer service responsibilities, and data entry. We need an all‑star salesperson who can not only sell legal services, but also cultivate new relationships to generate new leads, and be able to support the transition process from potential new client to an engaged client. We provide training in what you need to know to best help our clients, and for the right person, this will be a highly rewarding position personally, professionally, and financially. You must be comfortable with discussing big price points and complex problems with maturity and sensitivity. You must also be able to prospect and follow up with prospects.

Our mission is to help clients plan today, for peace of mind tomorrow. We need someone who understands the value of being able to protect your legacy. The ideal candidate will be a highly motivated, bright, detail‑oriented, creative, energetic, empathetic, compassionate person who can convey the value of our services to potential clients and enhance our client experience. You will work closely with other members of the team to develop and maintain relationships with clients and referral sources. You will help us realize our vision of helping more people!

Responsibilities

• Conduct in‑depth in‑person and telephonic meetings with potential new clients to perform a needs analysis
• Maintain a tracking system to monitor leads, new clients, and referral sources
• Enter client data in the case management system
• Follow up with potential new clients who have not yet retained us
• Find and participate in networking activities on behalf of the Firm
• Work with the Marketing Assistant to plan networking activities for the staff and Owner
• Produce weekly lead conversion and cost of acquisition reports for review with the Owner
• Oversee the smooth transition of new cases to the legal team
• Manage client feedback and reviews

Qualifications

• Superb communication skills, both written and verbal, as well as interpersonal skills and time‑management skills
• High school diploma required, bachelor’s degree preferred
• Understand how to build a relationship with a person
• Show the ability to interact with different types of personalities
• Show empathy to potential clients and put them at ease during a difficult time
• Know how to close a sale by creating urgency and promoting value
• Be able to think on your toes and not get discouraged when things don’t go as planned
• Be willing and able to quickly learn about new topics (e.g., estate planning)
• Treat a call or meeting at 4:30 PM on a Friday with the same care and compassion as one on Monday morning
• Follow instructions and understand the importance of policies and procedures
• Be a team player that consistently acts with respect and integrity
• Have an understanding of Microsoft Office products and cloud‑based software
• Be willing to travel for sales training
• Previous data entry experience is a plus

Benefits

• Paid holidays
• Personal time off
• Health, dental, vision, and life insurance
• 401K contributions

Job Type

• Full‑time