Global Financial · 20 hours ago
Contract Attorney
United States
Contract
Remote
Mid LevelGlobal Financial is a company that partners with licensed attorneys to integrate financial solutions into legal practices. The Contract Attorney will serve as lead counsel for clients requiring estate planning and asset protection, while also identifying funding opportunities within legal structures.
Financial Services
Responsibilities
Serve as the lead counsel for clients requiring Estate Planning, Asset Protection, and Wealth Preservation
Identify opportunities within your caseload where financial products are necessary to fund legal structures
Work with our technical underwriting team to present top-tier funding solutions to your clients
Qualification
Required
Licensed Attorney: Must be in good standing in your state of practice
Producer License: Active Life & Health Insurance license (or willingness to obtain—we provide an expedited roadmap and discounted courses for attorneys)
Focus Areas: Existing practice or strong interest in Estate Planning, Probate, Business Law, or Elder Law
Growth Mindset: A desire to transition from a 'billable hour' model to a scalable, revenue-share model
Benefits
Zero Administrative Burden: We provide a "white-glove" back-office.
High-End Lead Systems: Leverage proprietary CRM and lead-generation tools designed for high-net-worth estate planning.
Company
Global Financial
Global Financial Asset Protection: Overview Investment Management and Indexed Universal Life Insurance Global 360 Life Asset Protection is a comprehensive financial strategy that integrates various elements such as investment management, indexed universal life insurance (IUL), annuities, and estate planning.
Founded in 2020
501-1000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase