Client Engagement Specialist

Carolina Family Estate Planning•Cary, NC

22h•Onsite

About The Position

Carolina Family Estate Planning is seeking a Client Engagement Specialist for their Sales Team. This is a client-facing, in-person role focused on leading early-stage client conversations, communicating value, answering questions, and guiding decisions to drive engagement and revenue. The role also involves maintaining a professional in-office experience and ensuring a smooth client journey. The ideal candidate is confident, organized, proactive, and has strong communication skills, with a genuine care for client experiences and exceptional outcomes.

Requirements

Strong communication skills and professional presence
Confidence in leading conversations and guiding decisions
Ability to think quickly and respond in real time
High level of organization and attention to detail
Reliability, proactivity, and a team-first mindset

Nice To Haves

Experience in client-facing or customer service roles
Exposure to sales or client conversion conversations
Background in legal, financial, or other professional services

Responsibilities

Lead Client Conversations (Kickoff, Discovery, and Annual Assessment meetings)
Communicate the value of the Membership Club offering
Guide clients through the next steps with clarity and confidence
Navigate client questions and objections in real time
Serve as a primary in-person point of contact for clients
Ensure a polished, professional, and consistent office experience
Coordinate smooth transitions between team members
Prepare and send Welcome Packets
Support key touchpoints before and after meetings
Ensure communication is timely, accurate, and complete
Step in as backup for Reception when needed
Assist with maintaining organization and flow in the office
Provide support for 3S and other client service functions
Assist with In-Office Events (Manage client check-in/out, provide light support for presentations)