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Sales Consultant for Legal Services

2 months ago


Cary, North Carolina, United States Carolina Family Estate Planning Full time
Position Overview

Are you passionate about engaging with individuals and promoting services that make a difference in their lives? We are seeking a motivated and exceptional Sales Consultant to represent our firm and connect with potential clients.

In this role, you will be instrumental in presenting our legal services with professionalism and empathy. The ideal candidate will have the ability to navigate sensitive discussions surrounding significant financial decisions and personal matters with grace and assurance. You will proactively follow up with prospects and engage in outreach to cultivate new relationships that lead to valuable opportunities.

At Carolina Family Estate Planning, we prioritize a client-centered approach, assisting individuals in securing their futures through comprehensive estate planning, asset protection, and elder law services. We are in search of a bright, compassionate, and ethical individual who can effectively communicate the benefits of our services, aligning with our mission to support more families in planning for a secure future.

This position encompasses both sales and client service duties. We provide thorough training to equip you with the skills necessary to assist our clients effectively. For the right candidate, this role offers significant personal and professional rewards, including the chance to build lasting relationships with clients and professional partners while collaborating with our dedicated team.

Compensation and Benefits:

  • Salary is competitive and commensurate with experience, with potential earnings exceeding $100,000 annually based on performance.
  • Comprehensive benefits package including bonuses, paid time off, health insurance, and retirement savings plan with employer matching.
  • This is a full-time hybrid role, with a schedule designed to accommodate client needs and team collaboration.

Key Responsibilities:

  • Engage potential clients in meaningful conversations about their aspirations and how our legal services can assist them.
  • Understand the significance of their goals and the long-term impact on their families.
  • Instill confidence in prospective clients regarding our team's commitment to their care.
  • Prepare clients for their journey with our firm by outlining what they can expect.
  • Maintain detailed records of interactions and take initiative in following up with prospects.
  • Conduct informative seminars about our services using established guidelines.

About Us:

Carolina Family Estate Planning is a reputable, woman-owned law firm dedicated to empowering our community through education and comprehensive legal services. Our core values include integrity, accountability, teamwork, and a commitment to the personal and professional growth of our team. Join us in our mission to provide expert guidance and peace of mind to our clients.

We are committed to ensuring the safety and security of our clients and employees. Selected candidates will undergo a background check as part of our hiring process.