Associate Relationship Manager

NetLaw

Associate Relationship Manager driving advisor engagement and adoption for NetLaw's estate planning platform. Collaborating with advisors through outreach, onboarding, and relationship building within the Client Success team.

Posted 7/8/2026full-timeRemote • Kentucky • 🇺🇸 United StatesJuniorMid-Level💰 $50,000 - $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong communication and relationship-building skills while effectively managing high-volume outreach and follow-up activities. Proficient in utilizing CRM systems to track engagement metrics and support advisor onboarding in the financial services and estate planning sectors.

Highest-signal resume keywords

High-Volume Outbound CallingCRM System NavigationAdvisor Onboarding SupportGoal-Oriented Outreach CampaignsStrong Verbal And Written Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Inside SalesBusiness DevelopmentCustomer SuccessClient ServicesCall Center SalesOutbound SalesMetrics TrackingDemo CoordinationOnboarding MilestonesFollow-Up Activities

Soft Skills

Relationship BuildingOrganizational SkillsDisciplineCuriosityRapport Building

Tools & Technologies

HubSpot

Industry Keywords

Financial ServicesWealth ManagementEstate PlanningAdvisor EngagementReferral Process

About the role

Key responsibilities & impact

Conduct high-volume outbound calls, emails, and follow-up outreach to advisors who have registered for the platform but are not actively using it
Introduce advisors to the NetLaw platform and explain how it supports their clients' estate planning needs
Schedule and coordinate advisor demonstrations with Relationship Managers, attorneys, or other team members as appropriate
Execute structured outreach campaigns designed to increase advisor engagement and referral activity
Maintain consistent follow-up with advisors who express interest but have not yet taken action
Guide advisors through initial platform setup and account activation
Help advisors understand the referral process and next steps for getting started
Answer basic questions regarding platform functionality, referral workflows, and available resources
Ensure advisors complete key onboarding milestones
Monitor onboarding progress and proactively reach out when advisors become inactive or stalled
Build positive, professional relationships with advisors through consistent communication
Serve as a friendly and knowledgeable first point of contact for advisors beginning their NetLaw journey
Gather feedback from advisors regarding their experience and communicate insights to the Relationship Management team
Support advisor education initiatives, webinars, and training events through outreach and participation
Maintain accurate records of advisor activity, outreach attempts, demo attendance, and engagement status in HubSpot
Track outreach metrics, conversion rates, demo completion, and advisor activation progress
Provide regular updates on outreach results and advisor feedback

Requirements

What you’ll need

Bachelor's degree preferred, but equivalent experience will be considered
1–3 years of experience in inside sales, business development, customer success, client services, call center sales, or a similar outbound-facing role
Comfortable making a high volume of outbound calls and follow-up contacts each day
Strong verbal and written communication skills
Confident speaking with professionals and building rapport quickly
Organized and disciplined with follow-up activities
Goal-oriented and motivated by measurable outcomes
Comfortable learning new technology and navigating CRM systems
Able to manage multiple conversations and priorities simultaneously
Curious about financial services, wealth management, and estate planning

Benefits

Comp & perks

Performance bonus tied to advisor activation and engagement metrics
Health, dental, and vision benefits
401(k)
Flexible PTO
Direct mentorship from the Director of Relationship Management