Client Relationship Manager

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 $60000.

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 teams 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.

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

Ready to embark on a rewarding career with us Applying is simple and mobile-friendly. Kickstart your journey by completing our quick 3-minute initial application. Dont miss this opportunity to contribute to a team where your work truly makes a difference.

Required Experience:

Manager