SE HABLA ESPAÑOL
SE HABLA ESPAÑOL
We are looking for a dynamic individual with a blend of intelligence, creativity, empathy, and compassion to effectively communicate the value of our services to potential clients and elevate our overall client journey. Collaborating closely with our team, you will be instrumental in nurturing client relationships and building partnerships with referral sources. Join us in our mission of extending our reach to assist more individuals!
Responsibilities
– Meet with prospective clients before their attorney design meeting; gather the family, asset, and goal information the attorney needs.
– Explain how our process works, what each step involves, and what it costs; send every legal question to the attorney, including which documents fit the family and anything about the engagement agreement terms.
– After the attorney recommends a plan, address the client’s concerns about timing, budget, and process, and ask for the decision.
– Prepare engagement agreements for attorney approval and collect retainers.
– Hand each new client to the legal team with complete notes so they never have to repeat their story.
– Follow up on a set cadence with prospects who did not engage or missed their meeting until you get a clear yes or no.
– Build relationships with referral sources, including CPAs, financial advisors, and insurance agents.
– Log every meeting, outcome, and follow-up in our CRM and report weekly on meetings held, engagements, average case value, and lead quality.
– Take part in weekly calls and meeting reviews. We have a defined sales process, and we expect you to learn it and run it.
Required Qualifications:
– 3 or more years in consultative sales of a high-trust or high-ticket service, with numbers you can show us: quota attainment, close rate, revenue closed.
– Comfort talking with people about money, family, aging, and health, and asking direct questions about all of them.
– A record of taking coaching and applying it quickly.
– Discipline with a CRM and with follow-up.
– Bilingual in English and Spanish is strongly preferred.
– Experience in financial services, insurance, estate planning, or a law firm is a plus. A paralegal background with real sales results is also a plus.
Compensation:
$75,000 – $110,000 yearly
About Trust Counsel PL
Our name says it all. We are a boutique firm of dedicated attorneys that HELP CLIENTS PROTECT THEIR RICH LIFE, AND LEAVE A RICH LEGACY. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, and Estate Administration. We know what we are doing, we love what we are doing, and we believe in what we are doing.
Our Vision:
We are not just legal advisors; we are architects of generational prosperity. By empowering families with comprehensive planning & asset protection strategies, we aim to break down barriers to successful wealth preservation and transfer. We believe that protecting clients’ hard-earned assets will pave the way for their family’s legacy of significance and impact. We aspire to transform the way people think about legacy, creating a ripple effect that positively impacts future generations.