Carolina Estate Planning Announces …
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 toward 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 …
The focus of this job is making connections with people, motivating and inspiring them. Poise and an engaging, empathetic communication style based on natural warmth and enthusiasm is the key to achieving the goals of this job.
The work involves driving toward results by enrolling the commitment and buy-in of others; prospective clients and our team. And while the job requires strong initiative and self-direction, results are only achieved with and through people.
A sincere appreciation for people and how they are each uniquely motivated is the foundation for designing and implementing interactive communication and effective processes. Knowledge and skill in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.
The job requires a high degree of communicating ideas and services. Our environment is congenial, fast paced and results oriented. While there is urgency to goal achievement, responsibility for the achievement of results is shared as well work 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 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, 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 to 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).
© copyright 2021