Inside Sales Representative at Carolina Estate Planning

We are a fast-growing estate planning, probate, and fiduciary litigation law firm looking for an experienced salesperson (also called Client Engagement Specialist) to ensure that the firm is always putting its best foot forward for potential new clients.

The base salary for this position depends on experience and qualifications and ranges from $60,000 to $65,000. There is additional bonus compensation that is dependent on performance: the bonus can raise the salary to $100,000 or higher. Benefits include paid holidays, paid time off, health insurance coverage, dental and vision insurance, and the option to participate in our retirement savings plan with employer match, once eligible. We pay 100% of the premiums for medical, dental, and vision benefits.

• If you are not a proven sales professional, and if you cannot discuss big price points and complex problems with maturity and sensitivity, please do not apply. If you don’t have the motivation to follow up with prospects, please do not continue.
• We need a bright, creative, empathetic, and compassionate person who can convey the value of our services to potential clients and enhance the client experience. We are here to guide the clients through the estate planning and probate processes, achieve positive results, and help them and their families build a better tomorrow.
• The salesperson doesn’t give legal advice, so legal experience is not required. Prior sales and customer service experience is required because we need someone who is caring and empathetic, especially toward people suffering from dementia, other progressive diseases, and who are faced with end-of-life decision-making.
• If you are the “high-pressure” type who thinks sales is a macho game, please do not continue. We believe sales is a service we do for our prospects to help educate them, help them think through their options, and make courageous decisions about their future. We really believe that even if we decide not to accept an engagement from a prospect, every prospective new client should leave our office better off in some way than when they came in. Our motto is, "everyone gets helped."
• If you come from the school of thought that making a sale is all about what you can “get” from a prospect or what you can “talk them into,” please do not apply.
• We believe in consultative selling where we help our prospective new clients make sense of their situation, weigh their options, and make important and often life-changing decisions. We are into using the sale 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 competitive income and 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.

$60,000 - $100,000 yearly

• Conduct initial client consultations to sell legal services for estate planning and probate
• Follow up with potential new clients who have not yet retained us
• Manage the end-to-end sales process from consultation to engagement as well as data tracking

• A demonstrated record of success selling high-end professional services or products
• Inside sales experience
• The ability to build and nurture relationships with potential new clients
• The ability to interact with different types of personalities
• Compassion and empathy for potential clients and put them at ease
• Knowledge on how to close a sale by creating urgency and promoting value
• Exceptional communication skills in person, over the phone and in writing
• The flexibility to not get discouraged when things don’t go as planned
• Willingness and ability to quickly learn about new topics (like Wills, Trusts and Probate)

We value open and respectful feedback as well as work-life balance. We care about our teammates’ personal, professional, and financial goals and help them achieve success.

• Integrity serves as our foundation, ensuring that we uphold the highest ethical standards in all our endeavors.
• Teamwork underscores our belief in the power of collaboration, recognizing that collective effort leads to superior outcomes for clients.
• Impact & influence drive our commitment to effect positive change within the probate system, striving to innovate and advocate for reforms that enhance efficiency, fairness, and accessibility.
• Initiative fuels our proactive approach to problem-solving, empowering us to anticipate and address clients’ needs with creativity and resourcefulness.
• Customer focus underscores our dedication to providing exceptional service and personalized solutions that meet the unique needs and goals of each client.

Compensation details: 60000-100000 Yearly Salary

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