Client Relationship Manager
About The Position
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. The firm is a fast-growing, woman-owned law firm in Cary, NC, focused on helping families plan for the future through high-quality estate planning and estate administration services, operating with a strong focus on accountability, results, and continuous improvement.
Requirements
- Experience in B2C sales or consultative sales
- Strong communication and closing skills
- Highly organized and results-driven
- Comfortable working toward performance metrics
- Strong ownership, discipline, and the ability to consistently follow through.
Responsibilities
- Conduct consultations with prospective clients who are already interested in our services-no cold calling required.
- Understand client goals, guide them through their options, and help them take the next step.
- Track results, follow up consistently, and maintain accurate records.
- Present educational seminars to prospective clients.
- Manage client relationships and guide them through the decision-making process.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Retirement plan matching
- Paid time off
- 12 paid holidays
- Estate planning services
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
