Sales Executive - Estate Planning

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

Job Details

Job Location: LeadingResponse Headquarters - Tampa, FL 33634
Position Type: Full Time

LeadingResponse is a performance marketing company that helps business professionals and corporate advertisers in the Financial, Insurance, Medical, Preneed, Senior Living, and Legal sectors by developing and implementing response-focused marketing strategies and solutions. Programs include seminar marketing, appointment setting, direct marketing campaigns, digital marketing, and other hyper‑local solutions. This is your chance to join a dynamic and collaborative team that is focused on driving results!

We are looking for a Sales Executive - Estate Planning to play a vital role in generating interest in LR services through proactive outbound prospecting efforts by phone, email, preset appointments, and video sales presentations. This role involves conducting daily discovery calls, engaging in solution presentations, and providing exceptional service to current clients. Occasional travel may be required. Preferred candidates will have experience working with estate planning, elder law attorneys and/or senior living communities.

This position will be based in Atlanta, GA or Tampa, FL.

What You’ll Do

• Qualify prospective clients through targeted questions about their business strategy.
• Inform prospects about the LeadingResponse Value Proposition and assess the likelihood of the prospect being a good match for LeadingResponse services, scheduling next steps as needed.
• Conduct outbound calls and emails with a focus on marketing for estate planning, elder law attorneys, and/or senior living communities.
• Maintain availability for live transfers and qualified appointments set by the SDR team.
• Provide product demos to qualified prospects upon request.
• Build and maintain customer relationships to ensure client satisfaction.
• Place high emphasis on capturing and documenting critical data, maintaining accurate records in a CRM.
• Complete administrative tasks and necessary follow‑ups required on client orders, collaborating with other departments to ensure orders are fulfilled to customer satisfaction.
• Investigate and resolve customer concerns.
• Collaborate with senior sales leadership to foster a culture of continuous process improvement.
• Perform other duties as assigned.

What We’re Looking For

• Bachelor’s degree preferred.
• Two years of sales experience.
• Experience in 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.
• Strong sense of urgency and ability to translate it into activity.
• Good problem‑solving skills to understand and meet customer needs.
• Proficiency with Microsoft Office and CRM platforms, with Salesforce.com experience preferred.
• Ability to work in a remote environment and willingness to travel as needed.

Benefits You’ll Receive

• Ongoing individual and group sales training and coaching including one-on-one mentorship from industry leaders.
• Experience in sales, marketing, and SaaS.
• Opportunities for career growth based on performance.
• Cutting-edge sales enablement technology resources.
• Competitive base salary.
• Uncapped variable sales compensation based on performance.
• Two weeks paid vacation during the first full year.
• Fitness reimbursement.
• Referral bonus program.
• Health/Dental/Vision/HSA/FSA coverage available 1st of the month following your hire date.
• 401(k) with company match.
• Paid Holidays.

For additional information about LeadingResponse, please visit www.leadingresponse.com.

Equal Opportunity Employer, Drug free employer and workplace.