Legal Sales Specialist - Estate Planning

Legal Sales Specialist - Estate Planning - 160-225K total compensation at Trajan Wealth LLC

Job Purpose:

Trajan® Estate Law Firm is a leading estate planning law firm dedicated to helping individuals and families secure their legacies and protect their loved ones' futures. We pride ourselves on providing comprehensive, compassionate, and personalized estate planning solutions. Our mission is to make complex legal processes accessible and empower our clients to make informed decisions about their wealth and assets.

We are seeking a highly motivated and client‑focused Legal Sales Specialist to join our dynamic team. The position is in‑office. This is a unique opportunity for a professional with a strong legal background and proven sales expertise to make a significant impact. You'll be the primary point of contact for many prospective clients, guiding them through the initial steps of securing their estate plan.

Your primary responsibility will be to explain the benefits of a revocable living trust and other estate planning documents, close new clients on our estate planning packages, and collaboratively help them determine the key details of their personalized plan. This role is crucial for our growth and client satisfaction, combining legal understanding with compelling communication and a genuine desire to help others.

• Conduct virtual, in‑depth initial consultations with prospective clients (nationwide), primarily focusing on the benefits and importance of a revocable living trust using a provided script and established sales methodology.
• Articulate the value proposition of comprehensive estate planning and our firm's services in a clear, empathetic, and persuasive manner (training provided).
• Effectively identify client needs and concerns, overcoming objections to close sales on estate planning packages.
• Consistently meet or exceed monthly goals.

• Work collaboratively with new clients to gather necessary information and help them make initial decisions regarding the specifics of their estate plan (e.g., trustee appointments, beneficiaries, basic distribution preferences).
• Ensure all client information is accurately and completely documented in our CRM system.

• Build immediate rapport and trust with prospective clients, establishing a positive first impression of the firm.
• Maintain timely and professional communication with clients throughout the initial sales and onboarding process.
• Act as a knowledgeable and supportive guide, ensuring clients feel confident and informed about their decision to move forward with our firm.

• Work closely with our legal team to ensure a seamless transition of clients from the sales phase to the legal drafting and execution phase.
• Actively participate in ongoing training and development to enhance knowledge of estate planning principles, sales techniques, and firm processes.

Education: Bachelor's degree required. A paralegal certificate or Juris Doctor (J.D.) is preferred.

• 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., legal, financial services, insurance...), ideally with exposure to estate planning concepts.

• 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.
• 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…