Estate Planning Client Advocate

Jobtome; North Carolina; Sur place; USD 60 000 - 150 000; Plein temps

Avantages offerts par ce poste

Paid holidays

Paid time off

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan with employer 


Résumé du poste

Jobtome in Chapel Hill, NC is seeking a Client Engagement Specialist to guide families through estate planning decisions without high pressure. You’ll conduct initial consultations, nurture relationships, and coordinate with our legal team to close engagements.

The role emphasizes curiosity, resilience, and client-centered service. A proven sales track and ability to discuss high price points with empathy are essential for success.

Qualifications

• 2+ years of consultative sales with a track record of results.
• Inside sales experience nurturing warm or inbound leads.
• CRM experience, including reporting.
• Clear communication by phone, video, and in writing.
• No legal experience required; willingness to learn about Wills, Trusts and Probate.

Responsabilités

• Conduct about four 1-hour initial consultations a day (in-person or Zoom).
• Follow up with prospective clients and stay in touch with former clients.
• Manage the process from consultation through engagement and hand-off to the legal team; keep CRM records.

Connaissances

Curious

Tenacious

Resilient

Client-centered

Proven in sales

Outils

CRM experience

Description du poste

Jobtome in Chapel Hill, NC is seeking a Client Engagement Specialist to guide families through estate planning decisions without high pressure. You’ll conduct initial consultations, nurture relationships, and coordinate with our legal team to close engagements.

The role emphasizes curiosity, resilience, and client-centered service. A proven sales track and ability to discuss high price points with empathy are essential for success.