Client Relations Sales Specialist
This role requires flexibility to work from any of our three office locations—Little Canada, Burnsville, or Wayzata—based on client meeting needs.
About the role
The Client Relations Specialist (CRS) is responsible for developing and nurturing strategic referral relationships while guiding prospective clients through the decision-making process. Through networking, community outreach, follow-up campaigns, sales consultations, and ongoing client engagement, the CRS serves as a key ambassador for the firm's values, culture, and commitment to exceptional client service.
In this role, you'll cultivate referral partnerships through a variety of outreach initiatives and networking opportunities, while converting prospective clients into engaged clients through consultative sales meetings and consistent follow-up. You'll also strengthen long-term relationships by conducting Care Calls with former clients, reinforcing our commitment to providing lasting support.
We offer a collaborative, mission-driven culture where your work has a meaningful impact, helping individuals and families make some of the most important planning decisions of their lives.
Responsibilities
- Develop and nurture strategic referral relationships
- Guide prospective clients through the decision-making process
- Conduct networking and community outreach initiatives
- Execute follow-up campaigns and sales consultations
- Convert prospective clients into engaged clients
- Conduct Care Calls with former clients to strengthen long-term relationships
Pay
Compensation: $24 hourly, plus monthly performance-based bonuses tied to sales. First-year bonus earnings average approximately $20,000 annually with significant growth potential.
Benefits
- Wellness and home office reimbursements valued at up to $7,800 per year