Client Engagement Specialist

Carolina Estate Planning; Chapel Hill (NC); On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

Paid holidays

Paid time off

Health insurance coverage

Dental & vision insurance

Employer retirement match

Premiums paid (medical, dental, vision

Job summary

Carolina Estate Planning in Chapel Hill, NC is seeking an experienced Client Engagement Specialist to drive new client acquisition for estate planning, probate, and fiduciary litigation services.

You will conduct initial consultations, nurture relationships with prospective clients, and guide them through the sales process while collaborating with the legal team. Benefits include comprehensive coverage and an opportunity for growth.

Qualifications

• Proven track record selling high-end services or products.
• Inside sales experience is required.
• Ability to build relationships with potential clients.
• Ability to interact with diverse personalities.
• Compassion and empathy for potential clients and ability to put them at ease.
• Knowledge of closing a sale by creating urgency and promoting value.
• Excellent written and verbal communication skills.
• Must be energetic, positive, and maintain a can-do attitude.
• Willingness to learn about wills, trusts, and probate.

Responsibilities

• Conduct initial client consultations to sell legal services for estate planning and probate.
• Follow up with potential new clients who have not yet retained us.
• Manage the end-to-end sales process from consultation to hand-off to the legal team, and data tracking.

Skills

Sales success

Inside sales

Relationship building

Interpersonal skills

Empathy

Close with urgency

Communication skills

Resilience

Learning agility

Customer service

Energetic attitude

Job description

We are a fast-growing estate planning, probate, and fiduciary litigation law firm looking for an experienced salesperson (also called the Client Engagement Specialist) to ensure that the firm is always putting its best foot forward for potential new clients.

Benefits include paid holidays, paid time off, health insurance coverage, dental and vision insurance, and the option to participate in our retirement savings plan with employer match. We pay 100% of the premiums for medical, dental, and vision benefits.

Compensation

$150,000+ (on-target earnings based on performance)

Qualifications

• Our ideal candidate will have:
• A demonstrated record of success selling high-end professional services or products
• Inside sales experience
• The ability to build and nurture relationships with potential new clients
• The ability to interact with different types of personalities
• Compassion and empathy for potential clients, and put them at ease
• Knowledge of how to close a sale by creating urgency and promoting value
• Exceptional communication skills in person, over the phone, and in writing
• The flexibility to not get discouraged when things don't go as planned
• Willingness and ability to quickly learn about new topics (like Wills, Trusts, and Probate)
• Real-life experience and a few "battle scars" providing empathy and understanding are assets. Experience overcoming a major obstacle in life and making an important change in your life, so you know at your core that others can do it too, is a plus.
• The salesperson doesn't give legal advice, so legal experience is not required. Prior sales and customer service experience is required because we need someone who is caring and empathic, especially toward people suffering from dementia, other progressive diseases, and who are faced with end-of-life decision-making.
• We are looking for a team player with the creativity and organization to help us expand our business. The person we hire must bring a high level of energy, positivity, and a can-do attitude to work every day.

Responsibilities

• This position will:
• Conduct initial client consultations to sell legal services for estate planning and probate
• Follow up with potential new clients who have not yet retained us
• Manage the end-to-end sales process from consultation to hand-off to the legal team, as well as data tracking