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Hybrid Client Experience Manager - Estate Planning

personal financial advisors
appraisers of personal and business property
lawyers
wizehire inc
office administrative servicesoffices of real estate agents and brokers
Indianapolis, IN
March 26th, 2026
A growing Estate Planning Firm is looking for a non-attorney Salesperson, referred to as Client Experience Manager. This role involves conducting sales conversations to identify and resolve clients' complex estate planning issues. Candidates must possess consultative sales experience and a mature approach to sensitive conversations. The position offers the opportunity for personal and professional growth in a hybrid work environment, where most work is remote, with occasional in-person consultations. J-18808-Ljbffr

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