Legal Sales Specialist - Estate Planning $60-70K base plus monthly commission

Job purpose

About Trajan® Estate Law Firm: 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 pride ourselves on delivering comprehensive, compassionate, and personalized estate planning solutions. Our mission is to make complex legal processes accessible and empower clients to make informed decisions about their wealth and assets.

We are seeking a highly motivated and client-focused Legal Solutions Consultant to join our dynamic team. This is a unique opportunity for a professional with a strong legal background and proven sales expertise to make a meaningful impact. In this role, you'll serve as the primary point of contact for many prospective clients, guiding them through the initial steps of securing their estate plan. Your core responsibilities will include explaining the benefits of a revocable living trust and other estate planning documents, closing new clients on our estate planning packages, and collaborating with them to determine the key elements of their personalized plans.

This position is essential to both our continued growth and client satisfaction, blending legal knowledge with persuasive communication and a sincere commitment to helping others.

This position would be 5 days on-site at our corporate office in Scottsdale, AZ.

Duties and responsibilities

Client Consultations & Sales

• 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.

Estate Plan Design & Scoping

• 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.

Client Relationship Management

• 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.

Collaboration & Training

• 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.

Qualifications

• Education: Bachelor's degree required. A paralegal certificate or Juris Doctor (J.D.) is preferred, but not required.
• Experience:
• 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.

Skills & Attributes:

• 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.

Benefits

• $60-70K base salary plus a monthly commission plan tied to sales
• Be a vital part of a respected and growing estate planning firm with future career growth opportunity.
• 401(k) with a matching contribution up to 13%.
• United Healthcare PPO medical coverage for employees, paid by the company.
• Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.
• Generous holidays and PTO.
• Opportunity to help individuals and families secure their financial futures and leave lasting legacies.

Salary

• $60,000 - $70,000/per base