What are the responsibilities and job description for the Client Relationship Manager position at Carolina Family Estate Planning?
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 $60,000 .
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 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.
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 HR@carolinafep.com.
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. Don't miss this opportunity to contribute to a team where your work truly makes a difference.
Salary : $60,000 - $100,000