Sales Team Manager

Sales Team Manager

Carolina Family Estate Planning (CFEP) is seeking an experienced and people-centered Sales Manager (Client Relations Team Manager) to lead our Client Relations Department.

This department manages intake, sales, and client success-helping prospective clients understand our value-based approach and guiding them through a smooth onboarding process with our legal team.

We're looking for a hands-on leader who is both strategic and empathetic-someone who can coach, inspire, and hold a team accountable while protecting and advancing the positive, integrity-driven culture we've built.

What You'll Do

• Lead and develop the Client Relations team, including Client Relationship Managers, Welcome Specialists, and Client Success Coordinators.
• Own the firm's monthly and quarterly sales goals for estate planning, updates, and estate administration.
• Track, analyze, and report on key performance indicators such as conversion rates, meeting volume, and revenue growth.
• Collaborate with Marketing and Legal to improve the client experience and ensure consistent, value-based communication.
• Coach team members through client interactions, provide regular feedback, and personally step into key meetings when needed.
• Conducting client meetings when needed.
• Oversee recruiting, training, and onboarding within the department to maintain excellence and continuity.

What Success Looks Like

What We're Looking For

Compensation :

Benefits :

Work Schedule :

About Us :

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 HR@carolinafep.com.

How to Apply :