Client Enrollment Specialist

WizeHire, Inc; Indianapolis (IN); Hybrid; USD 52,000 - 76,000; Full time

Job summary

WizeHire, Inc is seeking a Client Enrollment Specialist for our Indianapolis estate planning practice. You will conduct sales conversations to uncover clients' needs and opportunities, and educate them on our legal solutions.

This role emphasizes a consultative approach with a strong focus on client service, fitting prospects, and guiding through next steps. The position is hybrid, with possible in-person consultations.

Qualifications

• Consultative sales experience.
• Comfort discussing complex estate planning topics with clients.
• Ability to educate clients about our process and determine fit.
• Strong client-service orientation, maturity, and sensitivity in conversations.
• Willingness to work in a hybrid environment with remote work and possible in-person consultations.

Responsibilities

• Conduct sales conversations to identify a potential client’s needs and opportunities related to estate planning.
• Educate clients on our process and the firm-provided solutions when appropriate.
• Understand the client’s situation, determine whether we are the right fit, and guide qualified prospects through the next steps of retaining legal representation.
• Maintain a client-centric approach: avoid high-pressure tactics and ensure sales efforts align with the client’s best interests.

Skills

Consultative sales

Estate planning knowledge

Client education

Customer service orientation

Hybrid work adaptability

Job description

Overview

We are a small, but rapidly growing Estate Planning Firm in Indianapolis, IN, looking for a Client Enrollment Specialist with consultative sales experience. This position is responsible for conducting sales conversations to identify the potential client’s problem or opportunity, and when appropriate, educating them on Firm-provided solutions.

Responsibilities

• Conduct sales conversations to identify a potential client’s needs and opportunities related to estate planning.
• Educate clients on our process and the firm-provided solutions when appropriate.
• Understand the client’s situation, determine whether we are the right fit, and guide qualified prospects through the next steps of retaining legal representation.
• Maintain a client-centric approach: avoid high-pressure tactics and ensure sales efforts align with the client’s best interests.

Work Environment

This position will be hybrid. A majority of the work will be performed remotely; however, families may request an in-person consultation.

Training and Support

We will provide you with all the training you need to best help clients. We support personal and professional development, and expect reliable follow-up with clients as part of our standard practice.

Qualifications

• Consultative sales experience.
• Comfort discussing complex estate planning topics with clients.
• Ability to educate clients about our process and determine fit.
• Strong client-service orientation, maturity, and sensitivity in conversations.
• Willingness to work in a hybrid environment with remote work and possible in-person consultations.