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Legacy Services Coordinator

3 weeks ago

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

As an Estate Planning Relationship Specialist at Carolina Family Estate Planning, you will be responsible for conducting initial consultations with prospective new clients. These consultations are about helping our prospective new clients make sense of their situation and understand what it will take to get to where they want to be.

You will work closely with our marketing team to generate excellent leads and develop relationships with our clients. We offer a competitive base salary and benefits, including incentives for accomplishing your KPIs and Measures of Success.

If you are passionate about helping people and want to work in a team-driven environment, we encourage you to apply for this exciting opportunity.