Empathetic Consultative Sales Lead

Estateandelderlawyer; Natick (MA); On-site; USD 70,000 - 110,000; Full time

Job summary

Estateandelderlawyer is seeking a driven sales professional to guide prospective clients through important decisions about protecting families and legacies. This in-office, relationship-driven role emphasizes empathy, organization, and consultative selling with warm leads and a structured follow-up process.

The candidate will manage client conversations via phone, video, and in person, build trust, uncover needs, explain options, and ensure prospects feel confident to move forward.

Qualifications

• 5+ years of consultative sales experience in relevant sectors.

Responsibilities

• Engage with prospective clients via phone, video, and in person.
• Explain services and guide clients through the decision process.
• Follow a structured follow-up process to stay top-of-mind.
• Facilitate a smooth handoff to our legal team after engagement.
• Maintain sales funnel and report sales metrics and pipeline status.

Skills

Consultative sales

Relationship-building

Active listening

CRM proficiency

Organization

Job description

Estateandelderlawyer is seeking a driven sales professional to guide prospective clients through important decisions about protecting families and legacies. This in-office, relationship-driven role emphasizes empathy, organization, and consultative selling with warm leads and a structured follow-up process.

The candidate will manage client conversations via phone, video, and in person, build trust, uncover needs, explain options, and ensure prospects feel confident to move forward.