Client Engagement Specialist

• Manage and document incoming leads through various channels such as web, phone, and referrals.
• Maintain detailed records of client interactions in our CRM system, ensuring timely follow-ups and updates.
• Implement a structured follow-up schedule to engage prospective clients and convert them into committed clients.
• Conduct consultations to pre-qualify leads, identify their needs, and book initial meetings.
• Oversee client onboarding by ensuring all necessary documentation is completed and guiding clients through the initial stages.
• Collaborate closely with the legal team to ensure a smooth transition and clear communication of client expectations.
• Represent the firm at various educational and community events, maintaining a professional and approachable presence.

• Minimum of 2 years' experience in sales, client intake, or customer service.
• Familiarity with estate planning concepts is a plus, though not required.
• Proven success in lead generation, contract negotiation, and closing deals.
• Highly organized and capable of multitasking in a fast-paced environment.
• Proficient with CRM tools and digital communication platforms.
• Strong interpersonal skills with the ability to discuss sensitive topics with empathy and discretion.
• Education or work experience equivalent to a bachelor’s degree.

Franklin Professionals