Carolina Estate Planning
We’re searching for an enthusiastic inside sales representative to join our team and support business growth. You’ll need strong persuasion skills to turn customer prospects into qualified leads. Our ideal candidate is an excellent deal‑maker who loves talking to people. If you’re looking to jump‑start your career in sales, please apply today!
Responsibilities
Record monthly and quarterly sales and performance goals to ensure they are being met
Expand the clientele by finding new business opportunities within specific geographies
Generate qualified leads for the sales team so they can provide a quick response to customers
Keep the customer database updated to ensure information on prospective and past clients is current
Prospect potential customers via cold calling, email, or other forms of communication to ensure they are added to the sales pipeline and produce more qualified leads
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
Qualifications
High school diploma or GED is required, bachelor’s degree preferred
Current U.S. driver’s license and the ability to travel by car
Two years of previous sales experience
Understand the sales process and how to enter information into client databases
Great time management, interpersonal, and communication skills, both written and verbal
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)
Compensation $60,000 – $100,000 per year
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Responsibilities
Record monthly and quarterly sales and performance goals to ensure they are being met
Expand the clientele by finding new business opportunities within specific geographies
Generate qualified leads for the sales team so they can provide a quick response to customers
Keep the customer database updated to ensure information on prospective and past clients is current
Prospect potential customers via cold calling, email, or other forms of communication to ensure they are added to the sales pipeline and produce more qualified leads
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
Qualifications
High school diploma or GED is required, bachelor’s degree preferred
Current U.S. driver’s license and the ability to travel by car
Two years of previous sales experience
Understand the sales process and how to enter information into client databases
Great time management, interpersonal, and communication skills, both written and verbal
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)
Compensation $60,000 – $100,000 per year
#J-18808-Ljbffr