What are the responsibilities and job description for the Estate Planning Sales Advisor position at Beacon Legacy Group?
Are you a motivated, relationship-driven professional who excels at guiding clients through important decisions? Our Estate Planning Client Consultant position may be the perfect next step in your career. You will play a key role in helping families protect what matters most by educating prospective clients, presenting legal service options, and converting consultations into signed engagements.
In this role, you will lead and teach educational webinars and in-person seminars, follow up with attendees and inbound leads, and conduct one-on-one consultations to help clients understand their estate planning needs. The ideal candidate has strong communication skills, confidence when speaking to groups, and a proven ability to build trust quickly. Sales experience is preferred, but a heart for service and the ability to explain complex topics clearly are essential.
We offer a competitive base salary, a generous commission structure, and the opportunity to grow with a mission-driven law firm that truly values its team. If you thrive in a professional environment and enjoy helping people make meaningful decisions, we invite you to apply today.
Salary : $23 - $26