Client Engagement Specialist

Carolina Estate Planning; Winston-Salem (NC); On-site; USD 135,000 - 165,000; Full time

Job summary

Carolina Estate Planning in Winston-Salem, NC is seeking a Client Engagement Specialist to help families facing life changes understand their options and move toward courageous decisions. This role focuses on service, not pressure, meeting prospective clients, and guiding them through the engagement process with empathy.

You'll work with inbound opportunities, four consultations daily, and a CRM-driven workflow.

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.

Responsibilities

• Conduct about four 1-hour initial consultations a day (phone/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

Inside sales

CRM experience

Clear communication

Willingness to learn Wills/Trusts/Prob

Empathy

Tools

CRM

Job description

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

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

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.

Compensation & 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.

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 (phone/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