
Estate Planning Sales Professional
3 days ago
We are seeking a highly motivated and results-driven sales professional to convert warm leads into open estate planning cases, build rapport with potential clients, and ensure a smooth client experience.
The ideal candidate will be bilingual (English/Spanish), able to build strong relationships with clients, and have a strong performance-based mindset.
- Closing Deals: Convert warm leads into open estate planning cases.
- Relentless Follow-up: Follow up with potential clients to ensure they take the next step.
- Rapport Building: Build rapport with potential clients by asking tough questions.
- Tracking Progress: Use tools to manage follow-ups, track KPIs, and move people through our funnel.
- Collaboration: Ensure a smooth client experience once the deal is sealed.
About Our Firm
We are a fast-growing, mission-driven organization that's redefining what it means to support families through life's biggest decisions. From estate planning to real estate closings, we help people take bold action to protect what matters most and build lasting wealth.
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