Remote Estate Planning & Intake Specialist
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-10-14
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Sales
Remote Sales, Sales Consultant, Business Development
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.
We would love to welcome a new Remote Estate Planning & Intake Specialist to our organisation in California, MO, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in California, MO, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 50.000 - 75.000.
This role offers the option to work remotely.
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