Estate Planning Sales Consultant

Trust Counsel PL; Coral Gables (FL); Sur place; USD 75 000 - 110 000; Plein temps

Résumé du poste

Trust Counsel PL in Coral Gables, FL seeks an Estate Planning Sales Consultant to guide families through planning conversations and secure engagements.

You will meet with prospective clients prior to attorney design meetings, explain our process and costs, and coordinate engagement agreements and retainer collection. Fluency in English and Spanish is preferred; a consultative sales background helps you thrive in a high-trust service environment.

Qualifications

• 3+ years in consultative sales of high-trust or high-ticket services with measurable results.
• Comfort discussing money, family, aging, and health with clients.
• Proven ability to take coaching and apply it quickly.

Responsabilités

• Meet with prospective clients before attorney design meeting and gather needed information.
• Explain process, steps, costs, and escalate questions to attorney.
• Address client concerns after plan recommendation and secure a decision.
• Prepare engagement agreements for attorney approval and collect retainers.
• Handover new clients with complete notes to the legal team.
• Follow up with non-engaged prospects until a clear yes/no.
• Build relationships with CPAs, financial advisors, and insurance agents.
• Log meetings, outcomes, and follow-ups in the CRM and report metrics weekly.
• Participate in weekly calls and learn and run the defined sales process.

Connaissances

Consultative sales

Bilingual English/Spanish

CRM usage

Relationship building

Prospecting

Outils

CRM system

Description du poste

Estate Planning Sales Consultant

Trust Counsel PL Coral Gables, Florida, United States

About this position

Trust Counsel, P.L. is an estate planning, probate, guardianship, and litigation firm in Coral Gables. People come to us after a new grandchild, a business sale, a second marriage, or a health scare, and most have been putting off this conversation for years. The Estate Planning Consultant is the person they sit down with. Our attorneys give the legal advice, recommend each family's plan, and draft the documents. You make sure families arrive at that conversation prepared, and you help them move forward once they have their recommendation.

This is a sales role with clear performance targets. It fits people who have sold a high-trust service in a consultative setting, such as financial advising, insurance, wealth management, or pharmaceutical and medical device sales, and who want work where the outcome matters to the family in front of them.

Compensation:

$75,000 - $110,000 yearly

Responsibilities:

• Meet with prospective clients before their attorney design meeting; gather the family, asset, and goal information the attorney needs.

• Explain how our process works, what each step involves, and what it costs; send every legal question to the attorney, including which documents fit the family and anything about the engagement agreement terms.

• After the attorney recommends a plan, address the client's concerns about timing, budget, and process, and ask for the decision.

• Prepare engagement agreements for attorney approval and collect retainers.

• Hand each new client to the legal team with complete notes so they never have to repeat their story.

• Follow up on a set cadence with prospects who did not engage or missed their meeting until you get a clear yes or no.

• Build relationships with referral sources, including CPAs, financial advisors, and insurance agents.

• Log every meeting, outcome, and follow-up in our CRM and report weekly on meetings held, engagements, average case value, and lead quality.

• Take part in weekly calls and meeting reviews. We have a defined sales process, and we expect you to learn it and run it.

Qualifications:

• 3 or more years in consultative sales of a high-trust or high-ticket service, with numbers you can show us: quota attainment, close rate, revenue closed.

• Comfort talking with people about money, family, aging, and health, and asking direct questions about all of them.

• A record of taking coaching and applying it quickly.

• Discipline with a CRM and with follow-up.

• Bilingual in English and Spanish is strongly preferred.

• Experience in financial services, insurance, estate planning, or a law firm is a plus. A paralegal background with real sales results is also a plus.

About Company

Our name says it all. We are a boutique firm of dedicated attorneys that HELP CLIENTS PROTECT THEIR RICH LIVES AND LEAVE A RICH LEGACY. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, and Estate Administration. We know what we are doing, we love what we are doing, and we believe in what we are doing.

Our Vision:

We are not just legal advisors; we are architects of generational prosperity. By empowering families with comprehensive planning & asset protection strategies, we aim to break down barriers to successful wealth preservation and transfer. We believe that protecting clients’ hard-earned assets will pave the way for their families' legacies of significance and impact.

We aspire to transform how people think about legacy, creating a ripple effect that positively impacts future generations.