Relationship Specialist

About The Role

We are looking for a driven, people-focused Relationship Specialist who is passionate about building connections with community members and creating long term partners. In this role you will help find new ways to connect and give back to the community.

You'll play a critical role in growing our client base by educating prospective collaborators, developing new relationships, and maintaining a long lasting partnership. Through networking, consultative sales, and relationship-building, you'll help individuals and families take meaningful steps toward protecting their future.

This is a hybrid position that requires regular travel, including the ability to drive to locations throughout Oklahoma.

If you thrive on connecting with people, enjoy education-based sales, and are motivated by making a meaningful impact every day, we'd love to meet you.

What You'll Do

• Build relationships with prospective partners through outbound calls, networking, referrals, and follow-up on warm leads
• Meet with prospective partners in person and virtually to educate them on our estate and financial planning services
• Answer questions and provide additional information through phone, email, and virtual meetings
• Utilize and maintain our CRM to manage leads, communications, and sales activity
• Research and develop new business opportunities within assigned markets
• Consistently achieve individual sales goals and performance metrics
• Represent the company professionally at networking events, seminars, and community functions

What We're Looking For

• Proven experience in outside sales, consultative sales, business development, or relationship management
• Exceptional communication, presentation, and interpersonal skills
• Strong ability to build rapport quickly and establish trust with prospective partners
• Comfortable making outbound calls, networking, and closing sales
• Highly organized with excellent attention to detail and follow-through
• Professional demeanor and polished appearance
• Self-motivated with the ability to work independently while collaborating with a high-performing team
• Experience using CRM software and virtual meeting platforms such as Zoom
• Willingness and ability to travel regularly throughout Oklahoma

What We Offer

• Health, dental, and vision insurance with company contributions
• 401(k) with employer matching
• A collaborative, people-first culture focused on growth and impact
• The chance to be part of a mission-driven company making a lasting impact across the country

About The Team

Our team is made up of attorneys, financial advisors, and client service professionals across the country who believe that we all get one short life, and that we should make the most of it. We help our clients prioritize what matters through estate and financial planning, all under one roof.

We care about doing work that matters. We also care about how we do it. That means supporting each other, staying curious, and showing up for our clients with the kind of presence they deserve. If you're someone who values collaboration over competition, effectiveness over busyness, and impact over appearances, you'll fit right in.

We believe in great freedom, great responsibility, and in doing the hard work first. We're committed to empowering our team to help thousands of people nationwide protect what matters most for generations to come.

Who Should Apply

This role is for someone who enjoys building relationships, thrives in a people-focused environment, and is motivated by helping others make important life decisions.

You're energized by meeting new people, earning trust, and guiding people through meaningful conversations that lead to real solutions. You understand that great sales are built on education, integrity, and genuine connection—not pressure.

If you're hardworking, personable, and excited to be part of a team that's helping families nationwide protect what matters most, we'd love to hear from you.