Estate Planning Strategy & Consultations Lead

LS Solutions; Florida; On-site; USD 60,000 - 100,000; Full time

Job summary

LS Solutions is seeking a lead consultant to engage with qualified families interested in estate planning services. You will assess client needs, explain options, and guide families through key decisions to close consultations.

The role involves coordinating with the legal production team to prepare documents and handle follow-up activities. In this position, you will drive engagement, manage the pipeline, and report activity using HubSpot CRM.

Qualifications

• Ability to clearly explain estate planning concepts to clients.
• Strong consultative approach to guide decision-making.
• Proven track record in closing engagements.
• Experience using CRM systems to track activity.

Responsibilities

• Lead consultations with families seeking estate planning services.
• Assess client needs and select appropriate strategies.
• Explain options and guide decisions.
• Close engagements and drive sales through the process.
• Coordinate with the legal production team for documents and follow-up.

Skills

Client communication

Consultative selling

Closing engagements

HubSpot proficiency

Tools

HubSpot CRM

Job description

LS Solutions is seeking a lead consultant to engage with qualified families interested in estate planning services. You will assess client needs, explain options, and guide families through key decisions to close consultations.

The role involves coordinating with the legal production team to prepare documents and handle follow-up activities. In this position, you will drive engagement, manage the pipeline, and report activity using HubSpot CRM.