Client Relations Specialist in Estate Services

2 weeks ago


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

Are you passionate about connecting with individuals and promoting a service that truly makes a difference? We are seeking a motivated and exceptional Sales Consultant to represent our firm with integrity and professionalism, ensuring we create lasting impressions with prospective clients.

In this role, you will engage in meaningful conversations about significant financial decisions and personal matters, demonstrating maturity and sensitivity. Your proactive approach in following up with potential clients and generating new leads will be crucial to our success.

At Carolina Family Estate Planning, we prioritize a client-centered philosophy, assisting individuals in securing their futures through comprehensive estate planning, asset protection, and elder law services. We are looking for a compassionate and empathetic team member who embodies high ethical standards and can effectively communicate the value of our offerings to help clients achieve peace of mind.

This position encompasses both sales and client service responsibilities. We provide thorough training to equip you with the knowledge needed to assist our clients effectively. For the right candidate, this role promises substantial rewards both financially and in terms of personal and professional growth. You will have the chance to build and nurture relationships with clients and professional referral sources while collaborating closely with our dedicated team.

Compensation and Benefits:

  • Salary is commensurate with experience, with a base salary range of $60,000 to $80,000 annually, plus performance-based bonuses.
  • On Target Earnings can reach up to $100,000 annually, with top performers potentially exceeding $110,000.
  • Comprehensive benefits package including paid holidays, vacation time, health insurance, and retirement savings plan with employer matching.

Key Responsibilities:

  • Engage potential clients in detailed discussions about their aspirations and values, illustrating how our legal services can support their goals.
  • Understand the emotional significance of their objectives and the long-term impact on their loved ones.
  • Instill confidence in prospective clients regarding our commitment to their care and support.
  • Prepare clients for their journey with our firm by clarifying what they can expect during the process.
  • Maintain meticulous records of interactions and proactively follow up with potential clients who may need additional time to decide.
  • Conduct informative seminars about our services, utilizing established materials and protocols.

About Carolina Family Estate Planning:

We are a reputable, woman-owned law firm dedicated to empowering our community through education and expert guidance in estate planning and administration. Our core values of integrity, accountability, and teamwork drive our mission to provide exceptional service to our clients, ensuring their needs are met with the utmost professionalism.

We are committed to creating a supportive and secure environment for both our clients and employees. As part of our hiring process, selected candidates will undergo a background check.

Application Process:

  • Please submit your resume for consideration.
  • Upon submission, you will receive a follow-up email with further instructions.


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