Client Enrollment Specialist

Job overview

The Client Enrollment Specialist role is primarily remote, with the firm based in Indianapolis, IN; families may request an in-person consultation handled by an associate attorney. Pay is $40,000–$50,000 per year plus bonus compensation depending on experience. Norton Estate Planning & Elder Law Firm helps individuals create personalized estate plans. The specialist conducts consultative conversations to understand prospective clients’ needs, explain the firm’s process, and guide qualified prospects through retaining legal representation. The role supports a thoughtful client experience and the firm’s growth while coordinating onboarding with the legal team; it does not provide legal advice.

What you'll do

• Conduct consultations with prospective clients
• build trust through questions and active listening
• assess fit for the firm’s services
• explain offerings, pricing, and engagement
• address objections
• convert qualified prospects into retained clients
• oversee onboarding
• collaborate with the legal team
• follow up
• maintain CRM records and report conversion data.

What we're looking for

Skills & competencies

client enrollment specialist

remote-first

indianapolis in

norton estate planning

estate planning

elder law

consultative sales

client onboarding

crm

legal services

$40k–$50k/year

bonus compensation

Work arrangement

• Weekend coverage required

Benefits & perks

• Performance bonuses, benefits, training, and professional development.

Why this role

The posting emphasizes consultative, non-high-pressure sales and states that legal experience is not required; prior sales and customer service experience is required.

About the employer

Norton Estate Planning & Elder Law Firm, LLC is hiring for this role. Industry: Offices of Lawyers. Sector: 54.