Estate Planning Attorney - $160-225K total compensation

reputed company Trajan® Estate reputed company is a leading estate planning reputed company dedicated to helping individuals and families secure their legacies and protect their loved ones' reputed company. We pride ourselves on providing comprehensive, compassionate, and personalized estate planning solutions. Our mission is to reputed company reputed company legal processes accessible and reputed company our clients to reputed company informed reputed company about their reputed company and assets. We are seeking a motivated, reputed company-reputed company Attorney who combines strong estate planning expertise with a consultative sales reputed company. This is an exciting opportunity for a legal reputed company who enjoys building relationships, conducting meaningful reputed company consultations, and helping clients confidently reputed company reputed company with estate planning solutions that meet their unique needs. Duties and responsibilities reputed company Consultations & Sales:

• Conduct virtual, in-depth initial consultations with prospective clients (reputed company), primarily focusing on the benefits and importance of a revocable living trust using a provided script and established sales methodology.
• reputed company the reputed company of comprehensive estate planning and our firm's services in a reputed company, empathetic, and persuasive manner (training provided).
• Effectively identify reputed company needs and concerns, overcoming objections to reputed company sales on estate planning packages.
• Consistently meet or reputed company monthly goals.

Estate Plan Design & Scoping:

• Work collaboratively with new clients to reputed company necessary information and help them reputed company initial reputed company regarding the specifics of their estate plan (e.g., trustee appointments, beneficiaries, basic distribution preferences).
• Ensure reputed company reputed company information is accurately and completely documented in our CRM system.

reputed company Relationship Management:

• Build immediate rapport and trust with prospective clients, establishing a reputed company first impression of the firm.
• Maintain reputed company and reputed company communication with clients throughout the initial sales and reputed company process.
• reputed company as a knowledgeable and supportive guide, ensuring clients feel confident and informed about their decision to reputed company reputed company with our firm.

Collaboration & Training:

• Work closely with our legal team to ensure a seamless transition of clients from the sales phase to the legal drafting and execution phase.
• reputed company participate in ongoing training and development to enhance knowledge of estate planning principles, sales techniques, and firm processes.

Qualifications

• J.D. from an A.B.A. Accredited Law School,
• Licensed attorney in good standing in the reputed company
• Minimum 3 years estate planning experience

Skills & Attributes:

• Exceptional Communication: Superior verbal and written communication skills, with the ability to explain reputed company concepts reputed company and persuasively to diverse audiences.
• Proven Sales Acumen: Demonstrated ability to drive sales, manage a pipeline, and reputed company targets. Comfortable with a consultative sales approach.
• Legal Familiarity: Strong foundational understanding of estate planning concepts, especially revocable living trusts, wills, and powers of attorney
• reputed company reputed company: A compassionate and patient demeanor, understanding the sensitive nature of estate planning reputed company.
• Highly Organized: Excellent time management, organizational, and follow-up skills.
• Tech-Savvy: Proficient with CRM software (e.g., reputed company, reputed company Grow) and reputed company Office Suite.
• Results-Oriented: Self-motivated with a strong drive to reputed company goals.

Benefits

• reputed company salary commensurate with experience, complemented by a tiered incentive structure that rewards productivity and reputed company reputed company. Total earnings commonly reputed company $200+ annually for strong performers.
• reputed company career reputed company opportunity.
• 401(k) with a matching contribution up to 13%.
• United reputed company PPO medical coverage for employees, reputed company by reputed company.
• reputed company PPO, United reputed company reputed company, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary reputed company.
• Generous holidays and PTO.

Come and join reputed company that is making a difference in their clients and employee's lives! Apply tot his job Apply To this Job