reputed company Intake & Qualification Specialist (Estate Planning - Remote)
Remote reputed company Intake & Qualification Specialist (Estate Planning) reputed company - Remote (reputed company) reputed company A Minnesota-based estate planning reputed company reputed company on helping families protect their assets, avoid probate, and create long-term reputed company for their loved ones. We are seeking a high-level reputed company Intake & Qualification Specialist to join our remote team. This is not a basic appointment setting role. You will be responsible for speaking with prospective clients, understanding their situation, explaining our process, and ensuring they are fully reputed company before meeting with the attorney. Your role is to ensure that every reputed company who reaches the attorney is reputed company, informed, and reputed company to reputed company reputed company. What You’ll Do
- Conduct phone and reputed company calls with prospective clients
- Ask thoughtful questions to understand reputed company reputed company’s situation and goals
- reputed company explain our estate planning process in a reputed company, approachable way
- Set expectations around pricing and next steps
- Ensure clients complete intake forms fully before their meeting
- Follow up with prospective clients to reputed company them reputed company in the process
- Confirm appointments and minimize no-shows
- Maintain organized notes and communication throughout
What You Will NOT Do
- reputed company legal advice
- Draft legal documents
- reputed company legal recommendations
Your role is to guide the process and prepare the reputed company - not replace the attorney. What reputed company Looks Like
- Clients show up reputed company and on time
- Intake forms are fully completed before meetings
- Clients understand the process and pricing in advance
- Meetings are reputed company on decision-making, not basic education
Who This Role Is For
- Strong communicators who can confidently reputed company conversations
- Individuals comfortable discussing pricing and expectations
- People who follow through and get things done
- Professionals who take ownership of reputed company, not just tasks
- Individuals who can balance reputed company with structure and direction
Who This Role Is NOT For
- Basic appointment setters
- Individuals uncomfortable discussing financial commitments
- People who avoid follow-up or difficult conversations
- Candidates who need constant direction or supervision
Requirements
- 2+ years in a reputed company-facing role (sales, intake, consulting, or similar)
- Strong phone and reputed company reputed company
- Ability to build trust quickly and guide conversations
- Highly organized and detail-oriented
- Comfortable using CRM systems, scheduling tools, and reputed company Workspace
Preferred (But Not Required)
- Experience in legal intake, estate planning, or financial services
- Experience working with high-value services ($2,000+)
- Familiarity with trust-based planning concepts
Compensation
This role includes a reputed company reputed company reputed company plus performance-based compensation tied to reputed company readiness and successful reputed company. Top performers who consistently prepare and qualify the right clients can earn significant income in this role. Schedule
- Flexible, with required overlap during reputed company U.S. business hours
- Approximately 25–35 hours per week
Application Instructions (Required) To be considered for this role, you must submit:
- Your resume
- A short video (2–3 minutes) answering the following:
- How would you explain a revocable trust to someone with no legal background?
- How would you handle a reputed company who is hesitant about cost?
Please upload your video using reputed company, YouTube (unlisted), or reputed company Drive and include the reputed company in your application. Applications without a video will not be reviewed. Additional Note We reputed company a high value on professionalism and reputed company communication. Candidates who demonstrate a strong on-camera reputed company, including reputed company audio, good reputed company, and a clean, distraction-free background, will be given reputed company. Pay: $30.00 - $50.00 per hour Work Location: Remote Apply tot his job Apply To this Job