Are you the kind of person that never knew a stranger?

Do you find satisfaction in getting things done and making someone's life more secure?

At Carolina Family Estate Planning, we help people build better lives by planning for a more secure future through estate and asset protection planning and Alzheimer's planning. We also help families during some of the most challenging life events that they may face-the death of a loved one or navigating long-term care and nursing home needs. We help our clients have peace of mind that their wishes and dignity will be honored and respected.

We are an office of like-minded, results-oriented people that authentically care about one another and our clients. We work hard and trust one another to always do the right thing. We are committed to excellence and care.

Responsibilities:

The Client Welcome Specialist's essential responsibilities are:

• Provide an outstanding experience of service and professionalism to our clients, potential clients, and vendors
• Guide new prospective clients through a needs assessment conversation with the goal of scheduling a sales meeting. Schedule Sales Meetings for new perspective clients via phone calls, web leads, and webinar registrants, and other lead sources and make appointment reminder calls.
• Proactively send helpful information and resources to new prospective clients that gets them excited to meet with our team.
• Proactively follow-up with qualified prospective clients that have not followed through with scheduling a meeting.
• Update our database with accurate information, accurately outlining all details of the client interaction
• Helping to develop, maintain, and report metrics of the firm's health and ability to provide first-rate client experience and legal services.
• Actively engaging with management and marketing regarding the quality and volume of leads, offering constructive feedback and suggestions for improvement based on your "front lines" experience
• You will empathize with callers who may be in the midst of a challenging or deeply personal situation.
• You will excel in interpersonal and communication skills, especially by phone and email.

Qualifications

• You must be effective at having natural conversations with people while selling the value of the appointment
• You are professional and savvy in telephone communications and create an immediate "10" relationship with people
• You are goals-oriented and have experience and success in having people take action now
• You want to have the work you do make a positive difference in the lives of people and their families
• You are able to meet people where they are and work with them to understand the importance of what they are wanting to accomplish.

Total annual compensation opportunity of over $42,000 per year. Base compensation for this role will be between $16-$18/hr plus additional performance-based earnings for hitting objective targets, along with a competitive benefits package.

If this important role sounds like it is for you, click the APPLY button below and upload your resume. We are actively reviewing applications and will be in contact with you soon!