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Estate Planning Sales Consultant — Empathetic & Client-Focused
Job in
Westfield, Hamilton County, Indiana, 46074, USA
Listed on 2026-02-28
Listing for:
WizeHire, Inc
Full Time
position Listed on 2026-02-28
Job specializations:
-
Sales
Sales Consultant
Job Description & How to Apply Below
We are seeking a compassionate, consultative Estate Planning Sales Advisor to meet with prospective clients and guide them through their first conversations about estate planning, probate, and trust administration.
This role is ideal for an experienced salesperson who understands that these discussions can be emotional and requires empathy, patience, and clarity. You will help clients understand their options, feel supported, and determine the best next steps—without pressure or high-pressure tactics.
Legal experience is a plus, but not required
. We provide training for the right candidate.
Compensation - $25 hourly with an OTE (On-Target Earnings) of $85,000 annually
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