Estate Planning Sales Pro — Remote, Growth & Rewards

LeadingResponse; Tampa (FL); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Health/Dental/Vision/HSA/FSA coverage

401(k) with company match

Two weeks paid vacation

Paid Holidays

Fitness reimbursement

Referral bonus program

Job summary

LeadingResponse is seeking a Sales Executive - Estate Planning to drive interest in LR services through outbound prospecting by phone, email, and video presentations. You will conduct daily discovery calls, deliver solution presentations, and ensure client satisfaction.

Occasional travel may be required. The role supports estate planning attorneys and senior living communities, with a base emphasis on qualifying prospects, scheduling next steps, and building lasting client relationships.

Qualifications

• Bachelor’s degree preferred.
• Two years of sales experience.
• Experience marketing to estate planning attorneys or senior living communities preferred.
• Exceptional written and verbal communication skills.
• Strong presentation skills.
• Proven business-to-business sales experience.
• Clear track record of achieving high-performance sales growth.

Responsibilities

• Qualify prospective clients through targeted questions about their business strategy.
• Inform prospects about LeadingResponse value proposition and schedule next steps.
• Conduct outbound calls and emails focused on estate planning, elder law, and senior living markets.
• Maintain availability for live transfers and qualified appointments.
• Provide product demos to qualified prospects upon request.
• Build and maintain customer relationships to ensure client satisfaction.

Skills

Sales experience

Communication skills

Presentation skills

B2B sales

Growth track record

Urgency-driven action

Education

Bachelor's degree

Tools

Salesforce

CRM software

Microsoft Office

Job description

LeadingResponse is seeking a Sales Executive - Estate Planning to drive interest in LR services through outbound prospecting by phone, email, and video presentations. You will conduct daily discovery calls, deliver solution presentations, and ensure client satisfaction.

Occasional travel may be required. The role supports estate planning attorneys and senior living communities, with a base emphasis on qualifying prospects, scheduling next steps, and building lasting client relationships.