Estate Planning Sales Specialist

Shouplegal; Murrieta (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Paid holidays

Personal time off

Health, dental, vision, and life insurance

401K contributions

Job summary

Shouplegal, a law firm in Murrieta, is looking for a full-time Salesperson to engage potential clients. You will help build relationships and facilitate sales processes, ensuring clients understand the value of estate planning services.

The ideal candidate has a proven sales record, superb communication skills, and the ability to empathize with clients. Benefits include health insurance, paid holidays, and 401K contributions.

Qualifications

• Proven track record in sales for professional services.
• Superb communication skills, both written and verbal.
• Ability to build relationships and show empathy.

Responsibilities

• Conduct in-depth virtual and telephonic meetings.
• Maintain a tracking system for leads and new clients.
• Follow up with potential new clients.

Skills

Sales to professional services

Digital sales experience

Superb communication skills

Interpersonal skills

Education

High school diploma

Bachelor's degree preferred

Tools

Microsoft Office

Cloud-based software

Job description

Shouplegal, a law firm in Murrieta, is looking for a full-time Salesperson to engage potential clients. You will help build relationships and facilitate sales processes, ensuring clients understand the value of estate planning services.

The ideal candidate has a proven sales record, superb communication skills, and the ability to empathize with clients. Benefits include health insurance, paid holidays, and 401K contributions.