Client Services Manager

The Client Services Manager will help lead our fast-growing Estate Planning Law Firm. You will be meeting with prospective clients, educating them on the value our firm can provide, and engaging them in our proven process. Your role is to engage them in the services of the law firm and provide them with the education they need to make the choice that best supports their goals and the goals of their loved ones.

This position will primarily report to our corporate office in Bloomfield Hills at least three days per week and to our Rochester satellite office one day per week. By the end of 2024, the position will report at least four days per week to our Rochester office with the option of a work-from-home day depending on job performance.

We give families peace of mind by listening to clients and providing solutions to the issues that keep them up at night. We are seeking a self-starter, NON-Attorney who will be a trusted advisor to our clientele.

You will hit the ground running if you have previously sold a luxury brand service or have been in the financial services industry (insurance, real estate, etc.)

Each member of our team encompasses our Core Values:

• Teamwork makes the Dream Work!
• Dynamic chameleon
• Owner Mentality
• Family Focused
• Disney Experience
• Don’t act like an attorney

This role has the ability not only to earn on a commission-based structure from the leads generated automatically by our ongoing marketing efforts but also by building and supporting your own sales pipeline through community relationships, presentations, and networking. The ideal candidate will be comfortable with public speaking as they will be responsible for providing educational workshops to potential client families.

If you are a motivated, highly organized, self-starter and want to help us change the lives of clients and their loved ones, apply today!

$50,000 - $150,000

• Helping clients to achieve their personal and financial goals through educating them on the value of Estate Planning
• Handle calls and inquiries timely and professionally
• Answering any non-legal questions for clients
• You will be responsible for overseeing new client conversations, building these relationships, and engaging them in our proven process

• Two years of previous sales experience
• Strong time management skills, communication skills, both written and verbal, and interpersonal skills
• Must have a valid U.S. driver’s license and be able to travel by car
• Experience using CRM software as part of the sales process
• High school diploma required, bachelor’s degree preferred

• This is a sales role - please only apply if you have previous sales experience and know-how to follow a sales process

• Competitive salary and performance-based bonuses
• Comprehensive health, dental, and vision benefits
• Opportunities for professional development and training
• A collaborative and innovative work environment
• Opportunities for career advancement within the firm

To know whether or not this is the right fit for you, it is important to have a slight grasp on our Core Values and why they are so important to us. We are dedicated to working as hard as we can to provide client families with creative legal solutions to incredibly complex or difficult situations. Through our proven process, our goal is to create an experience that is completely unique in the world of estate planning & asset protection. While we are committed to providing this level of service to client families, we are just as committed to providing our team members.

We are looking for someone local!