Client Engagement Specialist

Carolina Estate Planning; Chapel Hill (NC); On-site; USD 60,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Retirement plan with employer match

Paid holidays

Job summary

Carolina Estate Planning, a growing estate planning law firm in Chapel Hill, NC, seeks a Client Engagement Specialist who excels at understanding clients’ needs and guiding them through the process without high-pressure tactics.

You will conduct initial consultations, nurture warm leads, and manage engagements with the legal team, while maintaining CRM records. This role rewards relationship-building and empathy in helping families plan for the future.

Qualifications

• 2+ years of consultative sales with a track record of results, ideally selling high-end professional services.
• Inside sales experience nurturing warm or inbound leads
• CRM experience, including reporting
• Clear communication by phone, by video, and in writing
• Willingness to learn quickly about Wills, Trusts, and Probate. No legal experience is required, because the salesperson never gives legal advice.

Responsibilities

• Conduct about four 1-hour initial consultations a day (in-person or Zoom) with families who need estate planning or probate help
• Follow up with prospective clients who haven't decided yet, and stay in touch with former clients
• Manage the process from consultation through engagement and hand-off to the legal team, and keep accurate records in our CRM

Skills

Consultative sales

Relationship building

Active listening

Clear communication

CRM experience

Tools

CRM software

Job description

About this position

We're a growing estate planning, probate, and fiduciary litigation law firm in Chapel Hill, NC. We're looking for a Client Engagement Specialist: a salesperson who would rather understand people than talk at them.

Our clients don't come to us to buy documents. They come because something in their life feels uncertain. A parent's health is declining, a loved one has died, or a family is in conflict, and they want a better future. Your job is to help them see what that future can look like and make a courageous decision to get there.

This is not a hunting job. You won't be cold calling. Prospective clients come to us, our Intake team prepares them, and you meet with about four families a day. The people who thrive here are gatherers. They love building relationships, they stay in touch over weeks or months, and they measure success by how the client's life changes.

Compensation:

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

Responsibilities

Who you are

• Curious. You ask good questions, listen more than you talk, and want to understand a family's situation before you recommend anything.

• Tenacious. You follow up warmly and persistently, because you know "not yet" isn't "no."

• Resilient. A no-show, a "let me think about it," or a slow week doesn't knock you off course. You bring the same energy to the next call.

• Client-centered. You're comfortable not being the expert in the room, because our attorneys handle the legal advice. You'd rather the client be the hero of the story than you.

• Proven in sales. You've sold high-end services or products consultatively and have the results to show for it. You can discuss big price points and complex, emotional situations with maturity and sensitivity.

Responsibilities

• Conduct about four 1-hour initial consultations a day (in-person or Zoom) with families who need estate planning or probate help

• Follow up with prospective clients who haven't decided yet, and stay in touch with former clients

• Manage the process from consultation through engagement and hand-off to the legal team, and keep accurate records in our CRM

Qualifications

• 2+ years of consultative sales with a track record of results, ideally selling high-end professional services

• Inside sales experience nurturing warm or inbound leads

• CRM experience, including reporting

• Clear communication by phone, by video, and in writing

• Willingness to learn quickly about new topics like Wills, Trusts, and Probate. No legal experience is required, because the salesperson never gives legal advice.

Real-life experience and a few "battle scars" that give you empathy are a plus. Many of the families we serve are facing dementia, other progressive illnesses, grief, or end-of-life decisions. If you've overcome a major obstacle and made an important change in your own life, you know at your core that others can do it too.

How we sell

We believe sales is a service we do for our prospects. We help them understand their situation, think through their options, and make courageous decisions about their future. Even if we don't take on someone's case, every prospective client should leave better off than when they came in. Our motto is "Everyone Gets Helped." If you think sales is about pressure, or about what you can "get" from someone or "talk them into," this isn't the role for you.

We see the sale as the beginning of a long-term relationship. If you want a career (we really think of it as more of a calling) with competitive income and benefits, plenty of training, total transparency, and work that feeds your soul because you're truly helping people, we'd love to hear from you.

Compensation and benefits

$60,000 base plus a performance bonus, with $150,000 in on-target earnings. Benefits include paid holidays, paid time off, and medical, dental, and vision insurance with 100% of premiums paid by the firm, plus a retirement savings plan with employer match.

About Company

We help North Carolina families plan for the future, settle loved ones' estates, and resolve disputes. Four values guide how we work:

• Stewardship. Clients trust us with their families' futures and a lifetime of assets. We act with integrity, protect confidentiality, and leave things better than we found them.

• Accountability. Families rely on us to get every detail right. We follow through, communicate early, and take ownership of our work.

• Everyone Gets Helped. Many people come to us grieving or facing family conflict. We listen first, explain things plainly, and treat everyone with dignity.

• Build a Life Worth Protecting. We help clients plan around what matters most, and we want the same for our team. We value results over looking busy.

If you want to be exceptionally good at what you do, we'd like to hear from you.