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Client Services Director
Description:
Would you love to help families in our community do the right thing for the people they love? Have you worked in financial services, handled real estate closings or helped clients complete insurance applications? Are you self-motivated, easy to get along with, and detail oriented? If so, you might be the key team member we are seeking.
Angel Advocates, PLLC is a family oriented estate planning law firm with a mission of making the lives of families better and we are seeking a sharp, driven, friendly Client Services Director to become part of our team for the long-term. If you feel drawn to working as a chaplain or have a teaching or educational background, this may be a great fit for you.
Responsibilities:
This is a full-time, salaried position with a lot of room to grow, we have established our systems, you will use the technology and training weve invested in to support you.
If you are the right person, youll be ready to jump in and help wherever necessary. But, the most important part of your job involves talking with our prospects who are curious about our services, educating them about our process, and then once they hire us, ensuring that we get their chosen estate plan completed, signed, delivered and done right.
You will follow up on leads and set appointments for what we call a Family Wealth Planning Session during which we consider family dynamics, assets and what the ideal plan is for each family we work with. From there, you will help us deliver on the chosen planning solutions for each client.
Qualifications:
We are based in Orem, Utah but virtually serve clients throughout Utah. We work typical business hours, and you will be expected to work the bulk of your hours within that time frame. You will be able to perform the bulk of your responsibilities virtually. You should have your own virtual home office that should be capable of being locked to keep client information confidential.
You MUST be tech savvy and able to handle working with several different databases of information. One of your most critical and immediate jobs will be to learn, understand and master the various systems that support us to serve our clients and ensure they have a Wow! experience every time they interact with our office.
We are a very small team, which means you will need to figure some things out on your own and be able to creatively problem solve to create more efficiency in the delivery of our service.
You must be able to think on your feet and make smart decisions. Is this an easy job? Definitely not. However, the potential for growth and long-term employment is high, and if youve been seeking to work in a family atmosphere where you can make a real impact in the lives of the people in our community, we would love for you to apply to work with us.
Additional information:
If you would love to grow with us for the long-term, and you are able to support us to serve our clients as THE go to lawyers for families in our community, please apply as follows:
Send us your resume via Indeed and answer the qualification questions.
Job Type: Full-time
Pay: $40,000.00 - $60,000.00 per year
Benefits:
Schedule:
- Monday to Friday
- Weekends as needed
Work Location: Hybrid remote in Orem, UT 84057
Angel Advocates, PLLC
