Did you know that only 33% of Americans have an Estate Plan in place to protect their loved ones? Imagine being the person who helps change that. At Coastal Legacy Law, we’re looking for a Legal Outreach and Engagement Specialist to play a key role in guiding families to take the important first step in protecting their loved ones and everything they've worked hard for through estate planning. In this role, you’ll connect with potential clients, educate them about estate planning, and guide them to take the next step to ensure what matters to them most is protected. You’ll lead workshops, host webinars, and manage the intake calls—making a real impact in our community. The best part? You’ll be part of a team that genuinely values, respects, and supports one another. Plus, we offer a competitive salary with bonus opportunities to reward your success and contributions. If you’re ready to use your skills to help people secure their futures, we’d love to hear from you. Apply now to become part of our dedicated team at Coastal Legacy Law. Responsibilities: • **Lead Workshops & Webinars: **Plan and present 4-8 engaging workshops (throughout Volusia County) and webinars per month that educate attendees on estate planning while actively encouraging attendees to schedule a consultation with our attorneys and become qualified leads. Some evenings (roughly 4 evenings a month) are required. • Qualify & Convert Leads: Through intake calls and follow-ups with event attendees, assess potential clients and convert them into qualified leads ready to book a Legal Life Planning Session (LLPS) with our attorneys. • Pre and Post Follow-Up & Engagement: Maintain strong communication with event attendees pre and post-workshops, ensuring they attend the workshops and webinars, address any questions or concerns they may have, and gather data on attendees who are not the right leads to our Marketing Director. • Client Communication : Answer inbound calls and emails, providing information, scheduling consultations, and qualifying leads for LLPS. • Assist with Marketing : Support marketing initiatives like social media, email campaigns, and content creation to drive attendance to events and generate leads. • Administrative Support: Manage scheduling, maintain client records, and facilitate seamless communication between the marketing and client relations teams to ensure smooth coordination for events and Legal Life Planning Sessions (LLPS). Qualifications: Experience : • 1+ year of experience in client relations or event coordination, preferably in a legal or professional services environment. • 2+ years of experience in sales, preferably in a legal or professional services environment. • Experience with public speaking or presenting to groups (workshops, webinars, or similar settings). Strong Communication Skills : • Exceptional verbal and written communication skills with the ability to engage and build rapport with clients. • Comfortable presenting complex information in an easy-to-understand, approachable manner. Client Interaction Experience : • Proven experience in managing client communications, handling inbound inquiries, and nurturing relationships. • Comfortable with qualifying leads and converting them into consultations. Sales Skills & Abilities: • Strong sales acumen with a focus on lead qualification and converting event attendees into scheduled consultations. • Ability to use consultative sales techniques to understand client needs, address concerns, and recommend services that align with their goals. • Track record of meeting or exceeding sales or lead conversion targets. • Skilled at identifying and overcoming objections, helping potential clients see the value in booking a Legal Life Planning Session (LLPS). Event Coordination : • Proven ability to plan, organize, and execute events (workshops, webinars, etc.). • Ability to manage RSVPs, follow-ups, and ensure event attendance. Tech-Savvy : • Proficiency in using CRM systems and Google Sheets (Excel) to track leads, client data, and follow-up actions. • Familiarity with Canva, email marketing platforms (Zoho Campaigns), social media, and virtual meeting tools (Zoom, Google Meets, etc.). Organizational Skills : • Ability to handle multiple tasks and manage time effectively. • Strong attention to detail and ability to manage schedules, event logistics, and client records. Self-Motivated & Goal-Driven: • Proactive and independent with the ability to meet and exceed performance goals related to lead conversion and event attendance. • Results-driven with a focus on client acquisition and business growth. Empathy & Problem-Solving: • Ability to listen actively, understand client needs, and offer solutions that fit their goals and circumstances. Reliable Transportation: • You have reliable transportation to attend events throughout Volusia County (NSB, Ormond Beach, Port Orange, DeLand, etc). Preferred Qualifications: Background in Estate Planning or Legal Services : • Familiarity with estate planning, legal life planning, or elder law is a plus but not required. Bachelor’s Degree : • A degree in marketing, communications, business, or a related field is preferred but not required if you have relevant experience. Skills to Succeed in the Role: • Relationship-Building: You have a natural ability to connect with people, earning their trust and making them feel comfortable every step of the way. • Sales-Driven: You’re persuasive, but in a way that focuses on genuinely helping people take the next step toward securing their futures, turning interest into lasting relationships. • Presentation & Public Speaking: You’re confident and comfortable speaking to groups, sharing valuable information, and engaging with audiences to inspire action. • Adaptability: You’re flexible, able to shift between tasks with ease, and handle challenges with a calm, problem-solving mindset. • Team Player: You thrive in a collaborative environment, where everyone works together, supports one another, and celebrates each other’s successes. Compensation: $45,000 - $50,000 yearly

• Lead Workshops & Webinars: Plan and present 4-8 engaging workshops (throughout Volusia County) and webinars per month that educate attendees on estate planning while actively encouraging attendees to schedule a consultation with our attorneys and become qualified leads. Some evenings (roughly 4 evenings a month) are required. • Qualify & Convert Leads: Through intake calls and follow-ups with event attendees, assess potential clients and convert them into qualified leads ready to book a Legal Life Planning Session (LLPS) with our attorneys. • Pre and Post Follow-Up & Engagement: Maintain strong communication with event attendees pre and post-workshops, ensuring they attend the workshops and webinars, address any questions or concerns they may have, and gather data on attendees who are not the right leads to our Marketing Director. • Client Communication: Answer inbound calls and emails, providing information, scheduling consultations, and qualifying leads for LLPS. • Assist with Marketing: Support marketing initiatives like social media, email campaigns, and content creation to drive attendance to events and generate leads. • Administrative Support: Manage scheduling, maintain client records, and facilitate seamless communication between the marketing and client relations teams to ensure smooth coordination for events and Legal Life Planning Sessions (LLPS).