Non-Attorney Salesperson - Estate Planning

If you're money-motivated, sales-driven, and highly competitive, join our talented sales team as a field sales representative. Your skills and drive will be put to use in this rewarding role as the owner and producer of new business in your sales territory. As our salesperson, you'll develop and implement your own initiatives to meet and exceed sales goals. 

Our ideal candidate will have a proven track record of success in achieving sales targets, be goal-driven, and have strong negotiation, communication, and interpersonal skills. We provide our sales team with a competitive salary and commission structure. 

Would you like to have a fulfilling career with the opportunity for advancement? We're looking for driven sales professionals who want more than just an average job. Apply today!

• Commit to staying updated on all services and products, competition, and market conditions to ensure customer needs are met
• Inform the company of all sales activities, including new business development, account status, customer needs, potential customers, and issues with competition via CRM
• Appear at in-person or online trainings, meetings, trade shows, and sales events
• Create and fulfill a customer acquisition strategy for your sales territory
• Speak to potential customers to introduce our services or new products

• You will need 3-5 years of inside or outside sales experience
• Applicant must have a valid driver’s license and a reliable vehicle
• We prefer that you have a bachelor’s degree or high school diploma
• Should have working knowledge of a CRM
• Applicant must have strong customer service, communication, interpersonal, and negotiation skills

We are a South Florida Elder Law and Estate Planning firm dedicated to helping families feel supported, understood, and cared for during some of life’s most important decisions. Every day, we help people protect what they have built, plan for the future with confidence, and take care of the people they love most.

Our work is guided by positivity, attentive communication, initiative, dependability, and service-mindedness. These values shape how we treat clients and how we work together. We stay positive, communicate clearly, take initiative, follow through, and focus on serving others well.

We believe great lawyering is about connection as much as knowledge. We listen, explain things simply, and help clients feel confident in their decisions.

We also educate our community through seminars, webinars, workshops, and media, helping families understand their options early so they can plan with peace of mind.

We are a warm, supportive team doing meaningful work that truly helps people.