Inside Sales Closer - Estate Planning

Base: $50K | Hybrid – In Office Preferred | Cumming, GA

Let’s be real. Most people ghost leads, send one weak email, and call it “sales.”

Not you. You don’t sleep until the deal is closed. You're relentless, bold, and just annoying enough to win.

If you’re the type who sees “no” as an invitation to dig deeper—and you actually like asking the tough questions—then we need to talk.

We’re Wilson Legal, and we help families protect their legacies through powerful estate planning. Your mission?
Get qualified leads to say “YES” to taking action with us. Period.

You won’t be cold‑calling random people. You’ll work real, warm leads—families who already reached out for help—and guide them to take the next step. Think of yourself as the bridge between hesitation and life‑changing legal action.

• You need constant hand‑holding.
• You’re afraid to be direct.
• You’re “nice” instead of effective.
• You can’t handle fast‑paced follow‑up, shifting priorities, or bold energy.

• You can build rapport fast.
• You love performance‑based pay and know how to make the numbers work for you.
• You want your work to actually matter—helping real people protect their families.

• $50K Base + Commissions + Benefits
• Work with a team that’s aggressive about growth and work‑life balance.
• Flexibility:
  Hybrid but in‑office is preferred.
• CRM:
  Clean pipeline, tight notes, real results.
• Metrics that matter:
  You’re judged on your conversion rate
  and
  open file volume
  , not fluff.

If your idea of a perfect day is converting a hesitant maybe into a confident yes, you’re exactly who we’re looking for.

Apply now. Bring the heat. We’ll bring the leads.

• Competitive salary, commensurate with experience and qualifications. Comprehensive health benefits 401(k) retirement plan with firm contributions. Generous paid time off, including vacation, personal days, and firm‑recognized holidays.

Responsibilities

• Close the deal
  :
  Convert warm leads into open estate planning cases.
• Relentless follow‑up
  :
  You’ll stalk your pipeline (in a good way) and never let a potential client slip through.
• Ask the hard stuff
  : “What’s stopping you?” isn’t just a line—it’s your weapon.
• Track like a pro
  :
  Use our CRM to manage follow‑ups, track KPIs, and move people through our funnel.
• Collaborate with legal teams
  :
  Ensure a smooth client experience once the deal is sealed.

• Three years of relevant experience in fundraising, sales, or equivalent type of experience.
• Ability to do daily travel; requires access to reliable transportation at all times on an immediate basis.
• Ability to lift and/or move large objects (such as boxes and the backdrop for our tradeshow display) with the expectation that heavier items may be broken down and assistance required or requested before moving or lifting.
• A strong interest in consultative solutions selling.
• Proven track record utilizing a consultative sales approach.
• A proven track record with telephone sales.
• Demonstrated, proven success in lead generation, prospecting, contract negotiation, and closing customers.
• Experience with Practice panther/Lawmatics/Outlook/Microsoft or other software related to CRM or case management, particularly reporting, is required.
• Independent, self‑starter who thrives on immersion in a rapidly changing environment and excellent problem‑solving and analytical skills.
• Proactive, can‑do attitude, with great follow‑through and resourcefulness, along with attention to detail.
• Strong communication and interpersonal skills with the ability to be personable yet persistent, and always providing the option to take the next step.
• Knowledge of the legal industry is an asset.
• Real‑life experience and a few “battle scars” to give you empathy and understanding are an asset.
• Experience overcoming a major obstacle in life and making an important change in your life, so you know at your core that others can do it too, is a plus.
• Previous Sales training with Sandler or another company is required.

About Wilson Legal

Wilson Legal is an estate planning and elder law firm that helps individuals, families, and business owners live their best lives intentionally and by design.

This is the closest thing to a Disney experience in law. We come to work every day to eliminate possible nightmares and help make wishes come true.

Our team is responsive, compassionate, and professional. Our processes are efficient, thorough, and provide ample time with our team. We ensure that each client is equipped with the connections and instructions they need to be successful.

Wilson Legal is where planning meets peace of mind.

Many clients come from happy client referrals because clients love to share the peace of mind results with their friends, neighbors, and family.