Inside Sales at Carolina Estate Planning – Winston-Salem, North Carolina

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!Compensation:

$60,000 - $100,000 yearly

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 putting 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)

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.

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