Estate Planning Attorney Salesperson

Profile

Job Overview

A law firm seeks an Estate Planning Attorney Salesperson in Hollywood, FL. This unique role focuses on client interaction rather than traditional legal tasks. The attorney will lead estate planning consultations, guiding families through important decisions without the burden of drafting or file management.

Duties

• Conduct estate planning strategy consultations with pre-qualified leads.
• Establish authority and trust quickly in client meetings.
• Diagnose client needs and present tailored estate planning solutions.
• Encourage clients to commit to decisions and onboard them effectively.
• Overcome objections with professionalism and precision.
• Track performance and forecasts using HubSpot CRM.
• Ensure smooth handoffs to the legal production team.

Requirements

• Licensed attorney (Florida preferred).
• Strong knowledge of estate planning concepts.
• Exceptional communication and objection-handling skills.
• Comfortable selling premium services.
• Bilingual skills are highly preferred.

Education

• Juris Doctor (JD) degree.

Certifications

• Licensed to practice law in Florida (preferred).

Skills

• Persuasive and decisive in client interactions.
• Comfortable leading emotionally charged discussions.
• Proficient in using CRM software, such as HubSpot.

Benefits

• Bonus-driven compensation tied to closed revenue.
• Warm inbound leads with no cold prospecting required.
• Opportunity to guide families and close sales.

Company info

BCG Attorney Search
801 Brickell Avenue, Suite 900
Miami
Florida
United States 33131
Phone : (305) 570-3575
Fax : (213) 895-7306