Customer Service Manager

We are a small, but rapidly growing Estate Planning Firm in Indianapolis, IN, looking for a non-attorney Salesperson with consultative sales experience. This position, referred to internally as the Client Experience Manager (CEM), is responsible for conducting sales conversations to identify the potential client’s problem or opportunity, and when appropriate, educating them on Firm-provided solutions. Potential clients reach out to us for help with understanding and resolving complex problems related to estate planning. Our firm offers solutions that help them protect their family and meet their goals. We will never ask you to sell anything to anyone if it is not in that person’s best interest. So, if you think that “sales” is something you do to someone and not for them, then please don’t apply. If you cannot discuss big price points or recognize that every problem presents an opportunity, then you are not the right person for the job. However, if you truly want to help people solve complex problems and can approach conversations with maturity and sensitivity, then this position can be highly rewarding to you personally, professionally, and financially. While we strongly support personal and professional development, we do not have time to teach you the importance of following up with someone when you say you will, how to use technology, or overcome your fears of having a sales conversation or asking for money. However, we will provide you with all the training you need to best help clients. This position will be hybrid. A majority of the work will be performed remotely; however, families may request an in-person consultation. #J-18808-Ljbffr WizeHire, Inc