Be an early applicantLess than 25 applicants

Company

Oath Law · 1 day ago

Associate Sales Attorney

Chicago, IL

Full-time

Remote

Entry Level

$75K/yr - $90K/yr

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Responsibilities

Hosting and speaking at public workshops, educate probable clients about all of their estate and financial planning options

Meeting with probable clients for first consultations and gathering all necessary information to make planning recommendations, and most importantly, aiding with the client to overcome procrastination and retain

Engaging clients to move forward with preparation of estate planning documents

Reviewing drafts of the estate plan to ensure the plan meets client needs and wishes

Utilizing your legal technical knowledge fiduciary responsibility to make recommendations to clients in order to create an exceptional, individualized plan

Conducting document signing appointments with clients including notarization of all documents while also explaining the plan, how it was designed based on their wishes and needs, and answering and addressing any and all concerns

Assessing any opportunities to provide integrated estate and financial planning

Recording detailed notes of all meetings and phone calls electronically within our client database

Meeting weekly with assigned mentor attorney to discuss any complicated client matters and obtain answers to technical legal questions and/or concerns

Communicating with clients, attorneys, financial advisors, and staff

Responding to client requests and needs via email and telephone

Working collaboratively with your team

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Juris DoctorateLicensed as an AttorneyMicrosoft OfficeApple computer skillsCustomer service experiencePublic speakingEducation-based salesPersuasion skills

Required

Excellent time management, problem-solving, and communication skills

Juris Doctorate and Licensed as an Attorney

Computer skills including experience with Microsoft Office and Apple

Ability to work early evenings twice a month required

Customer service experience

No estate planning specific experience needed

Benefits

Generous Base With Bonus, Based on Experience

Continuous & Ongoing Attorney Mentorship

Flexible PTO

Health Insurance with Company Contributions to Premiums

Dental Insurance

Vision Insurance

Maternity/Paternity Leave After 1 Year of Employment

401k with Matching Benefits

Company

Oath Law

When you sign your estate plan you take an oath, in front of witnesses, to protect yourself, the things you value most in the world, and the people you love.

Founded in 2010