In search of a person whose focus is making connections with people, motivating and inspiring them. You must be poised and have an engaging, empathetic communication style based on natural warmth and enthusiasm. The work involves driving results by enrolling the commitment and buy-in of others; both prospective clients and our team.
If this is you, please watch this video and read this entire page …
Carolina Family Estate Planning (CFEP) was founded 2009 by Jackie Bedard, Carolina Family Estate Planning specializes in estate planning, estate & trust administration and elder law. Our team of exceptional attorneys and administrators provides our clients with deep expertise and customized attention because each person’s story and needs are unique and requires specialized detailed attention. We know our satisfied clients are our best source of business referrals.
CFEP is at a growth inflection point and we want to get it right when it comes to hiring staff in every role. We pride ourselves on being well run, extremely organized, innovative and a great place to work. To learn more about our unique differentiators please click here.
The focus of this job is making connections with people, motivating, and inspiring them. Poise and an engaging, empathetic communication style coupled with natural warmth and enthusiasm is the key to achieving the goals of this critical role on our team.
The work involves driving results by enrolling others in the commitment and buy-in of prospective clients and our team. And while the job requires strong initiative and self-direction, results are only achieved with and through people.
Having a sincere appreciation for people and how they are uniquely motivated is the foundation for designing and implementing interactive communication and effective processes. The knowledge and skill to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.
This role requires highly effective communication of ideas and services. Our environment is congenial, fast paced and results oriented. While there is urgency to achieve goals, responsibility for the achievement of results is shared as well as working as a team.
This is a new role so you’ll have a lot of creative license. The Client Acquisition Director plans, directs, and coordinates the marketing of the firm’s services by performing the responsibilities outlined below either personally, or through our marketing assistant(s), vendors, or other team members.
The Client Acquisition Director will also serve as bridge between the marketing and sales departments for purposes of (1) recommending improvements to our intake, pre-engagement glide path, and post-engagement processes to improve engagement rates and overall satisfaction (e.g., making recommendations for different intake/pre-engagement paths based on lead source or similar) and (2) analysis of marketing and sales conversion rates for trends and areas of improvement (e.g., intake and sales conversion rates for different lead sources).
The Client Acquisition Director manages the marketing aspects of the firm and carries out supervisory responsibilities in accordance with the firm’s policies and procedures within the marketing department to include interviewing, hiring, and training employees and vendors; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
The Client Acquisition Director may recommend improvements to the intake, pre-engagement, post-engagement, or other sales-related processes for the Director of Client Relations. The Director of Client Relations will be responsible for deciding whether to accept such recommendations and oversee the implementation of such or request assistance from the Marketing Department in implementing such recommendations (e.g., changes to pre-engagement or post-engagement sequence).
This post closes October 22, 2021 – you have this much time left to apply:
Answer a few contact-related questions about who you are.
You will be asked to upload your current Resume in Microsoft Word or PDF format.
We believe our people are our most valuable asset, and we are committed to providing a dynamic environment where everyone can be their best. This Survey is not a test, there are no right or wrong responses, and we’re not looking for any specific answers.
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