Associate Relationship Manager

This is a fully remote position, open to applicants in Kentucky.

📋 Description

• Make a significant number of outbound calls, send emails, and follow up with advisors who have registered on the platform but are not actively utilizing it.

• Introduce the NetLaw platform to advisors and clarify how it meets their clients' estate planning requirements.

• Arrange and coordinate demonstrations for advisors alongside Relationship Managers, attorneys, or other relevant team members.

• Implement structured outreach campaigns aimed at enhancing advisor engagement and referral activities.

• Maintain consistent follow-ups with advisors who show interest but have not yet acted.

• Assist advisors in the initial setup and activation of their accounts on the platform.

• Educate advisors about the referral process and outline the next steps for getting started.

• Respond to basic inquiries related to platform functionality, referral workflows, and available resources.

• Ensure that advisors meet essential onboarding milestones.

• Track onboarding progress and proactively reach out to advisors who become inactive or stalled.

• Cultivate positive and professional relationships with advisors through regular communication.

• Act as a friendly and knowledgeable initial point of contact for advisors beginning their journey with NetLaw.

• Collect feedback from advisors on their experiences and relay insights to the Relationship Management team.

• Aid in advisor education initiatives, webinars, and training events through outreach and participation.

• Keep accurate records of advisor activities, outreach efforts, demo attendance, and engagement status in HubSpot.

• Monitor outreach metrics, conversion rates, demo completions, and advisor activation progress.

• Provide consistent updates on outreach outcomes and advisor feedback.

⛳️ Requirements

• A Bachelor's degree is preferred, but equivalent experience will also be considered.

• 1–3 years of experience in inside sales, business development, customer success, client services, call center sales, or a comparable outbound-facing role.

• Comfortable making a significant number of outbound calls and follow-up contacts daily.

• Excellent verbal and written communication skills.

• Confident when speaking with professionals and adept at quickly building rapport.

• Organized and disciplined in follow-up activities.

• Goal-oriented and driven by measurable outcomes.

• Comfortable learning new technology and navigating CRM systems.

• Capable of managing multiple conversations and priorities simultaneously.

• Inquisitive about financial services, wealth management, and estate planning.

🏝️ Benefits

• Performance bonus linked to advisor activation and engagement metrics.

• Comprehensive health, dental, and vision benefits.

• 401(k) plan.

• Flexible Paid Time Off (PTO).

• Direct mentorship from the Director of Relationship Management.