Sales Professional

Overview

Carolina Family Estate Planning (CFEP), a woman-owned law firm in Cary, NC, is seeking a motivated and compassionate Client Success Strategist. In this role, you will engage with prospective new clients who have already expressed interest in our legal services. You'll guide them through the decision-making process to help them secure their future through estate planning, long-term care, and asset protection services.

This is not a cold-calling role. All leads are generated and pre-qualified by our marketing and intake team.

• Conduct Vision Meetings to assess prospective clients  goals and needs.
• Present seminars and group workshops to educate the public about our services.
• Provide personalized guidance to help clients understand their next steps and the value of legal planning.
• Follow up with prospective and existing clients to build long-term relationships and ensure engagement.
• Document notes, interactions, and follow-up steps in the firm s CRM software.
• Participate in business development, community presentations, and client check-in calls.
• Support a smooth transition of new matters to the legal team.
• Track and report key metrics related to conversion rates, revenue, and engagement.

• Minimum 2 years of experience in B2C sales (services industry preferred).
• Exceptional interpersonal and communication skills.
• Demonstrated ability to manage multiple priorities and follow up diligently.
• Tech-savvy, organized, and detail-oriented.
• Must be comfortable speaking with individuals and groups.
• No legal degree or experience required; legal advice will only be given by attorneys.

• High emotional intelligence with an empathetic and consultative approach.
• Results-driven with the ability to meet performance targets.
• Passion for helping others and making a difference in people s lives.
• Experience working in a collaborative, team-oriented environment.
• Comfortable with seminar-style presentations and public speaking.

• Base salary range: $60,000 - $80,000 annually (based on experience).
• On Target Earnings (OTE): $100,000+ with performance-based incentives.
• Top performers can earn $110,000 or more annually.

• Paid holidays and paid time off (PTO)
• Health insurance (medical, vision, and dental)
• Life, disability, and long-term care insurance
• 401K retirement plan with up to 3.5% employer match
• Ongoing training and professional development

• Typical hours:
  Monday through Friday, 8:30 AM to 5:00 PM
• Occasional evenings for seminars or client events
• Hybrid work environment with some in-office days based on client meetings and department needs

Carolina Family Estate Planning is one of the fastest-growing law firms in the country. We empower individuals and families through compassionate, customized estate planning and elder law services. Our team thrives on collaboration, accountability, innovation, and a shared mission of helping clients live better lives by securing their futures.

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

• Upload your resume through this portal
• You will receive an email with a brief Predictive Index (PI) assessment. Please complete it within 24 hours.
• We will review your application and contact you regarding next steps.