Estate Planning Client Advisor — Consultative Sales

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

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.