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Trajan Wealth LLC · 3 weeks ago

Legal Sales Specialist - Estate Planning - $160-225K total compensation

18700 N Hayden Rd ste 470, Scottsdale, AZ 85255, USA

Full-time

Onsite

Mid, Senior Level

$160K/yr - $225K/yr

3+ years exp

Trajan® Estate Law Firm is a leading estate planning firm dedicated to helping individuals and families secure their legacies and protect their loved ones' futures. We are seeking a highly motivated and client-focused Legal Solutions Consultant to join our dynamic team, where you will guide prospective clients through the initial steps of securing their estate plan and close sales on estate planning packages.

Asset ManagementFinancial ServicesLife InsuranceRetirement

Comp. & Benefits

Responsibilities

Conduct in-depth initial consultations with prospective clients, primarily focusing on the benefits and importance of a revocable living trust, using a provided script and established sales methodology

Clearly and empathetically articulate the value of comprehensive estate planning and the services our firm provides

Identify client needs and concerns, effectively address objections, and close sales on estate planning packages

Consistently meet or exceed monthly sales targets and conversion goals

Collaborate with new clients to gather necessary information and assist in making initial decisions regarding key elements of their estate plan (e.g., trustee appointments, beneficiaries, basic distribution preferences), within the scope of non-legal advice

Accurately and thoroughly document all client information in our CRM system to ensure smooth handoff and follow-through

Establish immediate rapport and trust with prospective clients, creating a positive first impression of the firm

Maintain timely, professional communication with clients throughout the sales and onboarding process

Serve as a knowledgeable, supportive guide to ensure clients feel confident and informed in their decision to proceed with our services

Work closely with the legal team to ensure a seamless transition from the sales phase to the legal drafting and execution phase

Actively participate in ongoing training to deepen knowledge of estate planning, refine sales techniques, and stay aligned with firm processes

Qualification

Estate Planning KnowledgeSales ExperienceClient CommunicationCRM ProficiencyOrganizational SkillsClient EmpathyEthical ConductTech-SavvyResults-Oriented

Required

Bachelor's degree required

Minimum of 3-5 years experience in a client-facing role within a legal environment (e.g., paralegal, legal assistant) with a focus on estate planning, OR

Minimum of 3-5 years of proven sales experience in a professional services environment (e.g., financial services, insurance, legal tech), ideally with exposure to estate planning concepts

Exceptional Communication: Superior verbal and written communication skills, with the ability to explain complex concepts clearly and persuasively to diverse audiences

Proven Sales Acumen: Demonstrated ability to drive sales, manage a pipeline, and achieve 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 (no legal advice will be given in this role)

Client Empathy: A compassionate and patient demeanor, understanding the sensitive nature of estate planning decisions

Highly Organized: Excellent time management, organizational, and follow-up skills

Tech-Savvy: Proficient with CRM software (e.g., Salesforce, Clio Grow) and Microsoft Office Suite

Ethical Conduct: Unwavering commitment to professional ethics and client confidentiality

Results-Oriented: Self-motivated with a strong drive to achieve goals