Client Engagement Specialist (Estate Planning)

Description

Summary: This Client Engagement Specialist role focuses on educating and guiding international clients through estate planning, emphasizing human interaction over aggressive sales. Highlights: 1. Opportunity to educate and build trusted relationships with clients 2. Join a team that values education over hard selling and innovation 3. Focus on high-touch client engagement and long-term relationships Client Engagement Specialist (Estate Planning) **Location:** Porto, Portugal **Company:** SHC360 / Elysium44 **Employment Type:** Full Time About the Role SHC360 is building a modern estate planning and digital wealth protection platform serving international clients across the UAE, Europe, and beyond. As our technology and automation continues to develop, we are looking for a Client Engagement Specialist to join our Porto team. This is a telephone\-based client engagement role, but it is not traditional telesales. Our philosophy is simple: We educate clients first, and the sale follows. The role focuses on guiding clients through the importance of wills, estate planning, and protecting their families and investments, helping them understand the process and supporting them through the journey. In an increasingly automated world, we believe the industry needs more human interaction, not less. High\-touch client engagement is central to our approach. What You Will Be Doing * Speaking with clients who have expressed interest in wills and estate planning and prospecting clients * Explaining how estate planning works and why it is important * Guiding clients through our online process and answering questions * Helping clients feel comfortable completing their estate planning documents * Following up with clients who have started but not completed the process * Supporting clients with uploading information into their secure estate vault * Building trusted relationships with clients This is a relationship\-based role, not aggressive selling. What We Are Looking For We are looking for people who enjoy helping and educating others, with a natural ability to build trust. Essential: * Excellent spoken English * Confident and clear communicator * Comfortable speaking on the phone * Professional and empathetic manner * Strong listening skills * Organised and reliable Preferred: * Experience in sales, client services, or financial services * Experience with CRM systems * Interest in personal finance or estate planning The Type of Person Who Thrives in This Role The best people in this role are often: * strong communicators * naturally curious * patient and empathetic * confident but not pushy * motivated by helping clients make good decisions Why Join SHC360 We are building a next\-generation estate planning platform combining technology with human guidance. You will be joining a team that values: * education over hard selling * long\-term client relationships * professionalism and trust * innovation in legal and financial services We offer * Competitive Salary \+ Meal allowance \+ Performance bonusses * Opportunity to growth * Friendly environment * Training and introduction Location This role is based in Porto, working with our growing international team. How to Apply This is a full English job. Only applications in English will be considered. Please send your CV and a short introduction explaining why you believe you would be a good fit for a client engagement role. Job Type: Full\-time Work Location: In person