Law Firm Sales Representative - Client Engagement Specialist

Do you love talking to people and selling a product you believe in?

We're looking for a driven, All-Star Salesperson to ensure our firm always puts its best foot forward with potential new clients. An All-Star in this role is capable of discussing large price points and highly personal complex problems with maturity, sensitivity and confidence and be proactive in following up with prospecting and doing some prospecting. This position is the all-star salespeople who can both sell legal services and cultivate new relationships to generate new leads.

At Carolina Family Estate Planning, we take a people-first approach to helping people build better lives by planning for secure futures via estate planning, asset protection planning, and dementia planning services. We're looking for a bright, empathetic, and compassionate individual with high integrity who can help prospective clients recognize the value of our services so we achieve our vision of helping more people plan for a secure future.

This position includes both sales and customer service responsibilities. We will provide you with the training to know how to best help our clients. For the right candidate, this position will be highly rewarding not just financially, but also personally and professionally. You'll have the opportunity to develop and maintain relationships with clients and professional referral sources while also working closely with the other members of our team.

Compensation depends on experience and qualifications. Benefits include bonus opportunities, paid holidays, paid time off, health insurance coverage, and the option to participate in our retirement savings plan with employer match.

If you are looking for a high-energy and positive team environment with lots of growth potential, then look no further. Compensation is a combination of base salary plus bonuses. The base salary range is anywhere from $60,000 to $80,000 annually, dependent upon experience and qualifications. With base salary plus performance-based compensation, this position has total On Target Earnings of $100k annually-a rockstar in this role can achieve $110k+.

To thrive in this role, we need someone who:

• Truly understands how overwhelming it can be to consider getting older, losing capabilities, and losing control of your life.
• Listens with humility, respects and values others, and who is not afraid to broach difficult conversations or ask the hard questions in order to help prospective clients and clients make the right decision for themselves and their loved ones.
• Gets that estate planning is not a transaction and is not just "forms" or "documents," but rather, is a dynamic process that evolves over time which requires building caring relationships with the people we serve.

We're here to empower and guide our clients through a maze of largely unknown possibilities to protect them and the people they love using high-quality estate planning, elder law planning, and asset preservation. It is important to us that our clients feel they have a team behind them who really cares, listens, empowers them and enjoys helping them.

This role does not involve giving legal advice, so legal experience is not required. Real-life experience, particularly with overcoming a major obstacle in life, making an important change in your life, or other "hard-earned life lessons" is a plus in terms of demonstrating your ability to relate to and helping them to get over the "hurdle of indecision" so they can plan for a secure future.

We are looking for a team player with the drive, empathy, creativity, and organization to help us expand our business. The person we hire must bring a high level of energy, positivity, and a can-do attitude to work every day. We are BIG believers in the value of a team. If you prefer to be a "lone wolf," this job is not for you.

We believe in compassionate, consultative selling where we help our prospective new clients make sense of their situation, weigh their options, and make important and often difficult decisions. We use the sales consultation meeting as the beginning of a long-term relationship with our prospective new clients. If you are interested in a career (we really think of it as more of a "calling") that offers six-figure income opportunities, competitive benefits, loads of training and professional development to stay sharp, total transparency (another way of saying there's nowhere to "hide"), and fuel for your soul because we're really and truly helping people, THEN PLEASE APPLY.

Compensation, Benefits, and Schedule:

• Competitive base salary with performance-based compensation for total On Target Earnings of $100k annually-a rockstar in this role can achieve $110k+.
• Comprehensive benefits package includes paid holidays, paid time off, health insurance, retirement plan contributions, vision insurance, dental insurance, disability insurance, and life insurance.
• This is a full-time hybrid position with your in-office schedule being based on client demand for in-person meetings, and department coverage needs. The typical schedule for this role is 8:30 AM - 5:00 PM, with flexibility for client workshop presentations.

Responsibilities

• Engage prospective clients in an in-depth conversation about their goals and values and how our legal services can help them
• Get to the core of why their goals are important to them and the impact it will have on their loved ones for years to come
• Instill prospective clients with confidence that our team will be able to take great care of them
• Prepare prospective clients for the client journey by helping them to understand what to expect while working with our firm
• Keep detailed records of your results and take proactive ownership for following up with prospective clients who do not hire us immediately. Continue to explore what motivates the prospective client such that they take action toward reaching a goal they may not have been connected to before.
• Present group seminars regarding the firm's services using established scripts and processes.
• In accordance with the ethical rules governing lawyers, you shall not provide legal advice or enter into a legal services agreement with a PNC. Rather, you will prepare the PNCs for hiring the firm with all legal services agreements conditional upon acceptance and approval by a licensed North Carolina attorney

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 team's 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.

How to Apply

• Upload your resume
• There will be an email that comes back to you with a survey link in it. Fill it out as soon as you are able. We will be in touch.