Client Engagement & Sales Specialist
Client Engagement & Sales Specialist
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Job Description
Carolina Family Estate Planning (CFEP) a woman-owned law firm in Cary NC is seeking a motivated and compassionate Client Success Strategist. In this role you will engage with prospective new clients who have already expressed interest in our legal services. Youll guide them through the decision-making process to help them secure their future through estate planning long-term care and asset protection services. This is not a cold-calling role. All leads are generated and pre-qualified by our marketing and intake team.
Essential Duties and Responsibilities:
- Conduct Vision Meetings to assess prospective clients goals and needs.
- Present seminars and group workshops to educate the public about our services.
- Provide personalized guidance to help clients understand their next steps and the value of legal planning.
- Follow up with prospective and existing clients to build long-term relationships and ensure engagement.
- Document notes interactions and follow-up steps in the firms CRM software.
- Participate in business development community presentations and client check-in calls.
- Support a smooth transition of new matters to the legal team.
- Track and report key metrics related to conversion rates revenue and engagement.
Required Qualifications:
- Minimum 2 years of experience in B2C sales (services industry preferred).
- Exceptional interpersonal and communication skills.
- Demonstrated ability to manage multiple priorities and follow up diligently.
- Tech-savvy organized and detail-oriented.
- Must be comfortable speaking with individuals and groups.
- No legal degree or experience required; legal advice will only be given by attorneys.
Preferred Skills and Attributes:
- High emotional intelligence with an empathetic and consultative approach.
- Results-driven with the ability to meet performance targets.
- Passion for helping others and making a difference in peoples lives.
- Experience working in a collaborative team-oriented environment.
- Comfortable with seminar-style presentations and public speaking.
Compensation:
- Base salary range: $60000 $80000 annually (based on experience).
- On Target Earnings (OTE): $100000 with performance-based incentives.
- Top performers can earn $110000 or more annually.
Benefits:
- Paid holidays and paid time off (PTO)
- Health insurance (medical vision and dental)
- Life disability and long-term care insurance
- 401K retirement plan with up to 3.5% employer match
- Ongoing training and professional development
Work Schedule:
- Typical hours: Monday through Friday 8:30 AM to 5:00 PM
- Occasional evenings for seminars or client events
- Hybrid work environment with some in-office days based on client meetings and department needs
About Us:
Carolina Family Estate Planning is one of the fastest-growing law firms in the country. We empower individuals and families through compassionate customized estate planning and elder law services. Our team thrives on collaboration accountability innovation and a shared mission of helping clients live better lives by securing their futures.
At Carolina Family Estate Planning we are committed to placing the right people in the right roles.
As part of our hiring process candidates for this position will be asked to complete a brief assessment through Predictive Index. You will receive an email with a link to the assessment shortly after submitting your application. Completion of this assessment is required to move forward in the selection process.
If you do not receive the email within 24 hours of applying please check your spam or promotions folder. If it is still missing feel free to contact us at
How to Apply:
- Upload your resume through this portal
- You will receive an email with a brief Predictive Index (PI) assessment. Please complete it within 24 hours.
- We will review your application and contact you regarding next steps.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
