Client Relationship Manager

carolinafep; Cary (NC); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with match

Paid time off

12 paid holidays

Estate planning services

Job summary

Carolina Family Estate Planning in Cary, NC is seeking a Client Relationship Manager to guide prospective clients through estate planning decisions and help them move forward with our services.

This is a high‑impact, client‑facing role focused on connecting, communicating value, and following through to close opportunities, with hybrid work based on client needs.

Qualifications

• Experience in B2C sales or consultative sales.
• Strong communication and closing skills.
• Highly organized and results-driven.
• Comfortable working toward performance metrics.

Responsibilities

• Conduct consultations with prospective clients to understand goals.
• Guide clients through options and next steps.
• Track results, follow up, and maintain records.
• Present educational seminars to prospective clients.
• Own the process with accountability and follow-through.

Skills

B2C sales

Consultative sales

Communication

Closing skills

Organization

Results-driven

Performance metrics

Job description

Are you driven by results and motivated by helping people take action? Do you enjoy consultative conversations that lead to real outcomes.

Carolina Family Estate Planning is seeking a Client Relationship Manager to guide prospective clients through the decision‑making process and help them move forward with estate planning services.

This is a high‑impact, client‑facing role where success is driven by your ability to connect, communicate value, and follow through.

Compensation and Benefits Overview

Competitive base salary plus performance‑based incentives with On‑Target Earnings of $60,000+.

Benefits include medical, dental, vision, life insurance, retirement plan matching, paid time off, 12 paid holidays, and estate planning services.

Company Overview

Carolina Family Estate Planning is a fast‑growing, woman‑owned law firm in Cary, NC. Our mission is to help families plan for the future through high‑quality estate planning and estate administration services.

We operate with a strong focus on accountability, results, and continuous improvement.

A Day in the Life

You will conduct consultations with prospective clients who are already interested in our services – no cold calling required.

Your role is to understand their goals, guide them through their options, and help them take the next step. You will also track your results, follow up consistently, and maintain accurate records.

You may also present educational seminars to prospective clients.

This role requires strong ownership, discipline, and the ability to consistently follow through.

Schedule and Location

Schedule: Full‑time, Monday through Friday, 8:30 a.m. to 5:00 p.m.

Location: Cary, NC (hybrid based on client needs)

Qualifications

• Experience in B2C sales or consultative sales
• Strong communication and closing skills
• Highly organized and results‑driven
• Comfortable working toward performance metrics

About Carolina Family Estate Planning

Carolina Family Estate Planning, a distinguished woman‑owned law firm in Cary, NC, is on a mission to empower our community through education, comprehensive estate planning, estate administration, and related services. We are driven by core values of integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional thriving. Our team's dedication to these principles and to each other has propelled us to become one of the fastest‑growing law firms in the country, year after year. Join us in our journey to provide peace of mind and expert guidance to our clients, ensuring their estate planning and administration needs are met with the utmost care and professionalism.

We prioritize the safety and security of our clients and employees. As part of our onboarding process, candidates selected for hire will be required to undergo a background check and/or a credit check, depending on the specific position.