Estate Planning Attorney - Client-Facing, High-Impact OTE

Grimaldi Law Firm

Florida

Hybrid

USD 108,000 - 132,000

Full time

4 days ago

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Benefits offered by this job

Paid Holidays

PTO

Life Insurance

Short-Term and Long-Term Disability

IRA Match Benefits

Job summary

Grimaldi Law Firm in Hollywood, FL seeks an Estate Planning Attorney to lead client consultations. You will guide families through decisions, convert conversations into engagements, and partner with our legal team to finalize plans.

This role emphasizes client-facing strategy over drafting and billable hours. The ideal candidate is a licensed attorney with strong estate planning knowledge, exceptional communication skills, and the ability to sell premium services.

Qualifications

Licensed attorney (Florida Bar preferred)
Strong working knowledge of estate planning concepts
Exceptional communication, discovery, and objection-handling skills
Comfort selling premium services priced in the thousands
Bilingual (English/Spanish)

Responsibilities

Run estate planning strategy consultations with pre-qualified inbound leads
Establish authority and trust within the first few minutes of every conversation
Identify client needs and present the right estate planning solutions
Confidently ask for the decision and get new clients onboarded
Handle objections with professionalism and precision
Track your pipeline, performance, and forecasts in HubSpot CRM
Deliver clean, complete handoffs to the legal production team