Client Engagement Specialist

Company: Carolina Estate Planning
Location: Winston Salem
Posted on: March 6, 2026

Job Description:

We are a fast-growing estate planning, probate, and fiduciary litigation law firm looking for an experienced salesperson (also called the Client Engagement Specialist) to ensure that the firm is always putting its best foot forward for potential new clients. 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. 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 client experience. We are here to guide clients through the estate planning and probate processes, achieve positive results, and help them and their families build a better tomorrow. Compensation: $150,000 on-target earnings based on performance Responsibilities: This position will: 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 hand-off to the legal team, as well as data tracking Cover Letter Instructions: To be considered for this position, you must include a cover letter with your application. The cover letter should include this information: What interests you about this position? What makes working at an estate planning and probate law firm particularly intriguing? What do you bring to the table (i.e., qualities that would be of value to the firm)? If you apply and provide a cover letter, we will ask you to complete a brief written interview before having any interviews. We do this to ensure that you can read, write, and think critically. If you do not wish to complete the written interview, please do not apply. Qualifications: Our ideal candidate will have: 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) Real-life experience and a few “battle scars” providing empathy and understanding are assets. Experience overcoming a major obstacle in life and making an important change in your life, so you know at your core that others can do it too, is a plus. 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 disease and who are faced with end-of-life decision-making. We are looking for a team player with the creativity and organization to help us expand our business. The person we hire must bring a high level of energy, positivity, and a can-do attitude to work every day. 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. About Company 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. WHLAW3 Compensation details: 150000-150000 Yearly Salary PI7cde9416f677-25448-39761874

Keywords: Carolina Estate Planning, Gastonia , Client Engagement Specialist, Sales , Winston Salem, North Carolina