Are you driven to succeed? Do you aim to be the best at whatever you do? Are you passionate about helping people? Do you want to help families live better lives by planning for a secure future?

We are seeking a Client Relationship Manager responsible for engaging new law firm clients and initiating lifelong relationships that are a part of Estate Planning. This role is for someone who can engage clients in legal services. Our Cary-based firm provides estate planning, elder law, asset protection, and estate administration legal services. Our goal is to make our legal services a product that is an experience that makes it easy to accomplish their estate planning and estate administration goals. We are experiencing significant levels of growth, prompting us to bring in additional team members to serve our clients at the highest level.

The Client Relationship Manager will conduct initial consultations with prospective new clients (PNCs). These PNCs contact our firm and are pre-screened by our intake team prior to the initial consultation. All of our prospects have "raised their hands", meaning they are ready to work with us. The Client Relationship Manager will also present group seminars regarding the firm's services. You will not be making cold calls. We have a marketing team that generates excellent leads.

The right candidate must be able to communicate effectively with a variety of personality types. Our consultations are about helping our prospective new clients make sense of their situation, understand where they are and what it will take to get to where they want to be. It will also get them grounded in what is important to them, why it is important, and what it will feel like to have it be done. We think of the initial consultation as the beginning of a long-term relationship with our prospective new clients.

This is a hybrid position with your in-office schedule being based on client demand for in-person meetings, and department coverage needs. We are offering a competitive base salary and benefits, including incentives for accomplishing your Key Performance Indicators (KPIs) and Measures of Success. Compensation for this position will be comprised of a base salary plus performance-based compensation for total On Target Earnings (OTE) of $70,000 or more.

Responsibilities

You will collect in-depth information about the PNCs goals and values to allow us the provide them the legal services for which they are seeking the firm's help
Get down to the core of why their goals are important to them and the impact it will have on their family for years to come
Provide PNCs with the confidence that the firm's attorneys and staff will be able to take great care of them
Help PNCs understand what to expect by working with our firm and the benefits that they will experience when they do
You must be able to keep detailed records of their results and be responsible for following up with PNCs that do not hire us immediately
Follow up with PNCs and existing clients to provide solutions to their legal needs. Discover more about what motivates 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

Qualifications

Skills/Characteristics. Are you a good fit?

You are compassionate, confident, articulate, diplomatic, yet willing to speak candidly to the PNC when needed with high emotional intelligence
You enjoy talking with people to help them navigate the process of some of life's biggest decisions
You want to work in a team-driven environment
You are curious to know more about people's thoughts, situations, and motivations and have a commitment to help them accomplish their goals.
You must be self-motivated and self-directed to achieve his or her professional goals and the firm's goals
Be willing to learn something totally new every day and be excited by the opportunity

Education and Experience:

Customer Service and B2C sales experience in a services-related industry
The skills and experience that are required and valued are personality, character, intelligence, compassion, and integrity. These will be paramount considerations for you being a good match to work with our team and our clients

Compensation:

Compensation is commensurate with skill and experience and will include a base salary plus results-based incentives.
We offer full-time employees paid holidays, paid time off, 60% employer-paid health benefits, participation in the firm's Simple IRA retirement plan including up to 3% match by the employer, vision insurance, dental insurance, short and long-term disability insurance, and basic life insurance.

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.

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