Impactful Estate Planning Client Advocate

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

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.