Remote Estate Planning & Intake Specialist
Cape Girardeau, Cape Girardeau County, Missouri, 63701, USA
Listed on 2026-09-25
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Sales
Remote Sales, Sales Consultant
Frey Consulting Group is seeking a Sales & Intake Specialist for a fully remote role based in California. You will guide prospective clients through the sales and intake process and enroll clients in the Trust Maintenance Program, while maintaining strong client relationships and accurate CRM records.
Legal experience is helpful but not required; experience in professional services or consultative sales is valuable.
The Remote Estate Planning & Intake Specialist position in the Sales field is open for applications.
We appreciate your interest in this position.
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This posting is for the Remote Estate Planning & Intake Specialist role at Frey Consulting Group, based in California, MO, United States.
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