The Estate Plan Jobs

The Estate Plan

Banking | Incline Village, NV | 5 followers

The Estate Plan Overview

WEBSITE tep1.carson
HEADQUARTERS Incline Village, NV
SIZE <25
INDUSTRY Banking
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Law Firm Intake Specialist at The Estate Plan

Coral, FL | Full Time
$103k-141k (estimate)
1 Month Ago
The Client Care Coordinator (CCC) is a non-attorney who builds relationships with potential new clients (PNC) and former clients. The CCC will take the PNC and former client through the intake and sales process for the Firm by taking a PNC through the funnel to become a client. The primary functions are to conduct initial conversations confidently with prospective new clients, pre-condition them in preparation for sales appointments with the atto...
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