Estate Planning Consultant

Overview

Key Responsibilities

• Consult with clients to understand their estate planning requirements and provide suitable wills and related legal solutions.
• Educate clients on the importance of estate planning, wills, guardianship provisions, and asset protection strategies.
• Guide clients through the end-to-end wills and estate planning process, ensuring accuracy and compliance with applicable regulations.
• Follow up on leads, conduct consultations, and convert prospects into clients.
• Achieve monthly, quarterly, and annual sales targets.
• Maintain thorough knowledge of Momentum’s legal services and estate planning offerings.
• Build and maintain strong client relationships through exceptional service and ongoing support.
• Keep accurate records of client interactions and sales activities in the CRM system.
• Collaborate with internal legal and operations teams to ensure a seamless client experience.
• Identify opportunities to improve client engagement, sales processes, and service offerings.

Education & Experience

• Bachelor’s degree in Business Administration, Marketing, Law, Finance, or a related field.
• Minimum 1+ years of experience in consultative sales, legal services, financial services, insurance, wealth management, or a related client-facing role.
• Experience in wills, estate planning, legal advisory services, or similar sectors is highly preferred.
• Highly organized, structured, and detail-oriented.
• Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.

Non-Negotiable Skills And Must-Haves

• Proven track record in sales with demonstrated success in converting leads into clients.
• Excellent communication, negotiation, and interpersonal skills.
• Strong sales planning and pipeline management capabilities.
• Ability to build trust and credibility with clients discussing sensitive estate planning matters.
• Experience using CRM tools and maintaining accurate sales records.