eLegacy · 13 hours ago
Sales Consultant
United States
Full-time
Remote
Entry, Mid Level
2+ years expeLegacy Law is an ambitious, virtual estate planning law firm that serves clients across multiple states. They are seeking a driven, self-motivated Sales Executive to boost their client base by pursuing leads and discovering new prospects through various marketing techniques. The role involves conducting consultations, converting leads, and establishing referral relationships with professional partners.
Career PlanningConsultingVirtual Reality
Responsibilities
Schedule and conduct consultations with potential clients and provide options of how eLegacy can help them
Convert leads to clients by nurturing sales pipeline
Educate clients on the available resources to help them meet their objectives
Demonstrate advanced product knowledge and the ability to solve client issues
Establish referral relationships with Financial Advisors, CPAs, and other professional partners
Other work as assigned
Qualification
Required
Self-driven, flexible, ability to work independently
2+ years of sales experience
2+ years of experience in a professional office environment
Thorough understanding of marketing and negotiating techniques
Proficient in Microsoft Office and customer relationship (CRM) tools such as HubSpot
Excellent interpersonal skills and passion to engage others
Excellent communication skills
Substantial portfolio of successful sales deals
Preferred
Bachelor's degree preferred
Benefits
Health Insurance
Paid Holidays
Vacation and Personal/Sick time
Supplemental Insurance
401k with Employer Match
Additional benefits discussed during interview
Company
eLegacy
eLegacy offers virtual estate planning with accredited planners, focusing on personalized plans from home.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Ryan Crandall
Co-Founder, eLegacy
Recent News
Business Wire
2025-06-09
Company data provided by crunchbase