MUST READ BEFORE APPLYING:
If you've worked at an Estate Planning Law Firm in Client-Facing Services and want to help make a difference in hundreds of family's lives each year, making great pay while working 100% remote from the comfort of your own home, on top of health benefits, IRA & PTO, and working in a supportive team environment – then this Client Services Coordinator opportunity is for you.
We are looking for a Client Facing Extroverted Team Member who is based in the Pacific Standard Time Zone and who can work on Zoom from 9am-6pm PST, Monday–Friday from the comfort of your home office.
WHAT YOU WILL BE DOING:
- Meeting with Current Clients on Zoom to Review their Estate Planning Documents with Them;
- Meeting with Current Clients on Zoom to Monitor their Estate Plan Signing Meetings
- Meeting with Current Clients on Zoom for their Final Debrief Meetings.
-Answering inbound Client calls regarding how to fund their estate plan with their assets.
- Answer Inbound Intake Calls from Prospective Clients to Qualify Them to Ensure they are a Good Fit for our Law Firm and Services and Schedule them for a Consultation with a member of our Legal Team
- Make Outbound Calls on Warm Lead Lists to Book more Qualified Consultations on our Calendar.
- Assist the Team in Other Areas As Needed
DO NOT APPLY IF:
1) If you do NOT have any experiencing working at a law firm, please do not apply as your application will not be accepted.
2) If you can NOT commit to being at your home office on zoom from 9am-6pm PST Monday–Friday, then do not apply.
=>> IF YOU HAVE OTHER OBLIGATIONS WHAT WILL NOT ALLOW YOU TO COMMIT TO WORKING 9AM-6PM PST, THEN DO NOT APPLY.
3) If you do NOT have a professional home office that looks & sounds presentable AND is distraction free, then do not apply.
==> THIS IS A 100% REMOTE JOB AND WE EXPECT YOU – AS AN APPLICANT FOR A REMOTE JOB – TO ALREADY HAVE A GOOD HOME OFFICE SET UP (GOOD LIGHTING, GOOD AUDIO, GOOD FRONT FACING CAMERA ON COMPUTER, NO NOISES IN THE BACKGROUND, NO UNPROFESSIONAL DISTRACTIONS IN THE BACKGROUND)
4) If you do NOT like talking to people, then do NOT apply.
5) If you do NOT like very repetitive work, then do NOT apply.
6) If you do NOT like zoom or technology or working from a computer, then do not apply.
7) If you do NOT like working from home, then do NOT apply.
8) IF YOU LIVE IN CALIFORNIA OR EVER PLAN ON MOVING TO CALIFORNIA DO NOT APPLY FOR THIS ROLE.
9) IF YOU DO NOT FEEL CONFIDENT IN YOUR ABILITY TO MEMORIZE A 12 MINUTE SCRIPT, THEN DO NOT APPLY. WE HAVE A TRAINING PROGRAM THAT WILL REQUIRE MEMORIZATION SKILLS WHERE YOU CAN RECITE AND PRESENT VERBATIM WHAT YOU ARE TAUGHT. MOST PEOPLE CAN NOT DO THIS EVEN THOUGH THEY SAY THEY CAN AND IT WILL BE A COMPLETE WASTE OF YOUR TIME APPLYING, POTENTIALLY GETTING HIRED, ONLY TO BE LET GO WITHIN A WEEK IF YOU CAN NOT LEARN A BASIC 12MIN SCRIPT AND SOUND LIKE A REAL HUMAN BEING AND NOT A ROBOT.
Job Summary:
Elliott Feldman Law Group is seeking an estate planning Client Services Coordinator to join our team. In this role, you will be instrumental in communicating to our clients how our legal team has produced an estate plan that is accomplishing all of the clients' stated goals. You'll meet on zoom with them to monitor their signing meetings and meet with them to debrief them at their final meeting as well. Further, you will be fielding inbound calls to our office to communicate the value of our services, qualify good candidates vs not good candidates, and schedule good candidates for consultations on our legal team's calendar. When you're not in a meeting or taking an inbound call, you're doing outbound calls to warm lists of candidates who have reached out to our firm seeking estate planning services to attempt to schedule them for a consultation.
Job Qualifications:
- At least 1 year experience working in a law firm.
- Comfortable with speaking with people
- Ability to use Zoom and use technology
- Ability to memorize/deliver scripts naturally (acting experience a plus)
- Strong extemporaneous speaking skills
- Confident and professional demeanor
- Located in Pacific time zone
- Self-starter who thrives in a target-oriented environment with minimal supervision.
- Strong interpersonal skills, with the ability to connect with clients in emotionally sensitive circumstances.
- Bachelor’s degree preferred but not required.
About Elliott Feldman Law Group:
Elliott Feldman Law Group is a boutique law firm handling estate planning matters in Texas, Ohio, Florida, Michigan, and Georgia and is looking for the right Client Services Coordinator person to join our growing team. We believe that people are much more than just their physical assets, and we work hard to make sure that both physical and intangible assets are passed down to loved ones. If you share this passion, you might be THE ONE.
Applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. If you are looking to make a difference in someone’s life and work for a company that is best in class, who will value your consistent effort, and who has opportunities for growth – congratulations – your search is over!
Job Type: Full-time
Pay: $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Application Question(s):
- Do you have home office that is presentable (computer with front facing camera, good lighting, no distractions in the background, no loud noises from outside)?
- Are you willing to review estate planning documents with clients and summarize for the client what they do if we trained you?
- Are you going to be happy doing very repetitive work that you can become the expert in?
- Are you comfortable doing intake calls to explain the value of our service, qualify clients, and take payments for consults over the phone (there will be some light objection handling involved)?
- Describe your past experience (including total length of time) working at an estate planning law firm?
- Can you commit to wearing professional attire to work each day on Zoom? (NO T shirts and sweats)
- Can you commit to working at your home office desk on zoom 9am-6pm PST Mon–Fri without interruption?
- If we gave you 1 full work week to do nothing but memorize a 15min call script VERBATIM, where you would have a script to speak out loud, and you'd have live video call recordings of your supervisor speaking the script live with a customer to listen to as a good example, and you'd have live role play and feedback with your supervisor at the end of each working day during the first week to track your progress, would you be able to memorize the script to the point where you do not sound like a robot by the following Monday and would not need to read the script because you've truly memorized it by heart? WARNING - DO NOT WASTE YOUR TIME OR OURS IF YOU DO NOT HAVE PRIOR EXPERIENCE MEMORIZING MEDIUM-TO-LONG SCRIPTS VERBATIM OR IF YOU KNOW IN YOUR HEART YOU ARE NOT GOOD AT MEMORIZING THINGS VERBATIM BECAUSE YOU WON'T BE SUCCESSFUL AT THIS ROLE OTHERWISE AND WILL BE LET GO ASAP.
- Are you actually a resident of the state of Nevada? If not, then which state?
- Do you own an iPhone? If so, while we do provide you an office phone. We have noticed that if our clients have iPhones, sometimes our calls do not go through / go to voicemail –– unless we use our personal iPhones to use "Facetime audio" to call the clients, and the call is then able to get through and dial versus go to voicemail. Are you going to be willing to use your personal iPhone to make calls if necessary?
Experience:
- Estate Planning Law Firm Client Services: 1 year (Preferred)
Shift availability:
Work Location: Remote
