What are the responsibilities and job description for the Estate Transition Coordinator (Real Estate Inside Sales) position at Probate, LLC?
Are you a compassionate, articulate communicator who thrives on the phones? Do you want to build a career in a highly specialized, high-value sector of real estate?
We are a boutique Real Estate Brokerage in Southern California specializing in estate transitions and asset management. We assist families navigating the logistical and real estate hurdles that follow a major life transition. We are seeking a full-time Estate Transition Coordinator (ISA) to join our team.
This is a specialized outbound phone role. You will be reaching out to families to offer complimentary organizational resources, intake assistance, and vendor connections during a transitional time.
Note: This is not a high-pressure, aggressive telemarketing environment. We operate from a place of service, empathy, and professional guidance.
Key Responsibilities:
- Outbound Outreach: Manage a daily pipeline of 40–50 warm/specialized estate leads, introducing our brokerage's transition resources.
- Client Intake: Assist families with completing preliminary organizational documentation and estate questionnaires.
- Strategic Coordination: Seamlessly introduce qualified clients to our preferred professional partners.
- Database Management: Maintain strict organization of leads and follow-ups within our CRM.
Qualifications:
- 6 months of inside sales, outbound calling, customer service, or legal intake experience.
- Excellent phone presence with the ability to convey empathy, authority, and professionalism.
- Exceptional listening skills—you know how to build trust quickly over the phone.
- Resilient mindset (comfortable navigating "no's" to find the "yes").
- Background or strong interest in Real Estate, Law, Escrow, or Title is a plus, but we will train the right individual.
Benefits:
- Generous per-file performance bonuses.
Pay: $20.00 - $22.00 per hour
Work Location: In person
Salary : $20 - $22