Estate Planning Attorney Salesperson

Grimaldi Law Firm; Florida; Hybrid; USD 108,000 - 132,000; Full time

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

Skills

Client consultations

Estate planning concepts

Exceptional communication

Bilingual English/Spanish

Selling premium services

Education

Florida Bar

Tools

HubSpot CRM

Job description

Grimaldi Law Firm

Hollywood, FL | In-Office / Hybrid

Love meeting with clients but tired of the backend work?

If you’re at your best in the room with clients (building trust, leading conversations, and guiding decisions) but feel burned out by drafting, file management, and billable hours, this role was built for you.

This is not a traditional attorney position. There is no drafting, no file management, and no billable hours. You meet with families, lead the conversation, and close premium estate planning engagements.

The Role

As our Estate Planning Attorney for client consultations, you are the face of the firm for every new client. You lead high-stakes consultations with warm, qualified prospects, guide them to the right strategy, and turn them into committed clients. You keep the conversation on track, help families through emotional decisions, and move them from uncertainty to action.

You are not selling documents. You are selling clarity, protection, and legacy. Once a client chooses their estate planning package, our legal team handles the rest.

Compensation And Opportunity

• $120,000+ on-target earnings (OTE)
• Bonus-driven compensation tied directly to closed revenue
• Warm inbound leads, with no cold prospecting
• One focus: guide families, close engagements, get paid, repeat
• Benefits for qualified employees include:
  • Paid Holidays
  • PTO
  • Life Insurance
  • Short-Term and Long-Term Disability insurance.
  • IRA Match Benefits

Compensation:

$120,000 OTE

Qualifications

• Required 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

• What You’ll Do
• 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
• This Role Is for You If:
• You thrive in client conversations
• You are persuasive, decisive, and comfortable leading people
• You enjoy guiding families through emotional, high-value decisions
• You see sales as a professional skill, not a dirty word
• You want your income tied directly to your performance
• This Role Is Not for You If:
• You want to draft documents or practice law traditionally
• You avoid money conversations or asking for the decision
• You need hand-holding or constant supervision
• You are uncomfortable with metrics, accountability, or performance pressure