Qualifications

• Proven track record in sales, preferably in legal or financial services.
• Exceptional communication and interpersonal skills to build client trust.
• Experience in consultative selling and client relationship management.
• Ability to educate clients on complex topics in an understandable manner.
• Strong organizational skills with attention to detail in client interactions.

Responsibilities

• Conduct initial consultations to assess client needs regarding estate planning and elder law services.
• Build trust with prospective clients by effectively communicating the importance of planning for their future.
• Guide clients through decision-making processes to protect assets and secure legacies.
• Achieve or surpass sales targets through outstanding service and value delivery.
• Collaborate with attorneys and team members to ensure smooth transitions for clients during the planning process.
• Maintain detailed records of client interactions and perform effective follow-ups to enhance sales conversions.
• Represent the firm with professionalism and a client-centric approach.

Benefits

• Supportive team environment with opportunities for collaboration.
• Flexible working arrangements between Dublin and Lancaster offices.
• Potential for significant earnings through performance-based incentives.
• Professional development opportunities to enhance sales and legal knowledge.