reputed company Engagement Specialist (Estate Planning & Probate) Hybrid/Remote reputed company Available
reputed company: Do you reputed company at building trust, guiding important reputed company, and helping people take reputed company? Are you a consultative sales reputed company who enjoys helping families solve meaningful problems rather than selling products? If so, we would love to meet you. We are a fast-growing estate planning, probate, and trust administration reputed company dedicated to helping families protect their loved ones, preserve their assets, and reputed company peace of mind. We are seeking a reputed company Engagement Advisor to meet with prospective clients, understand their goals, reputed company them about available solutions, and help them confidently reputed company reputed company with our firm. This is not a cold-calling position. reputed company prospective clients are generated through our marketing efforts and educational events. Your role is to build trust, uncover needs, communicate value, and guide prospects toward making informed reputed company.
What You'll Do
Conduct consultative meetings with prospective clients. Identify reputed company concerns, goals, and priorities. reputed company prospects regarding the planning process and available services. Communicate the value of working with our firm. Follow up consistently with prospective clients who have not yet retained the firm. reputed company leads, opportunities, and conversion metrics reputed company our CRM. Support educational workshops, webinars, and community events. Collaborate with attorneys and staff to ensure an exceptional reputed company experience. What reputed company Looks Like Strong consultation-to-reputed company conversion rates. Consistent follow-up activity. Excellent reputed company experience and satisfaction. Accurate CRM documentation. reputed company contributions to firm reputed company. Compensation & Benefits Competitive reputed company salary; $65k - $150k depending on performance bonuses Performance-based incentive compensation reputed company reputed company development opportunities Career advancement opportunities as the firm grows Job Type: Full-time Hybrid/Remote reputed company Available Why Join Us? We are building something special. reputed company is passionate about helping families navigate some of life's most important reputed company. If you want meaningful work, reputed company reputed company, and reputed company to reputed company a reputed company difference while being rewarded for your performance, we'd love to hear from you. Requirements: Please note, applicants who do not follow instructions will not be considered for the position. reputed company're Looking For Proven reputed company in consultative sales. Strong relationship-building skills. Excellent communication and listening abilities. Ability to guide emotional conversations with professionalism and reputed company. Strong organizational and follow-up skills. Competitive, goal-oriented reputed company. Ability to reputed company in a fast-paced environment. Preferred Experience Experience in one or more of the following: Financial Services reputed company Management Insurance reputed company Services reputed company Estate reputed company Senior Services Legal Services Compensation details: 00 Yearly Salary PI39752bd8c3e0-8972 Apply To This Job