Inside Sales Representative (Legal Sales Closer)

Employment Type: Full-Time

Location: Fully Remote

Schedule: Monday–Friday | U.S. Eastern Time Business Hours

Compensation: Competitive Base Salary + Performance Bonuses

Help Families Protect What Matters Most

Estate and Elder Law Solutions is a well-established New York law firm dedicated exclusively to estate planning and elder law. For more than 15 years, we've helped individuals and families prepare for the future by creating personalized estate plans, protecting assets, and providing guidance through life's most important legal decisions.

When prospective clients reach out to our firm, they're often thinking about protecting their loved ones, planning for retirement, caring for aging parents, or preparing for unexpected life events. Many know they need help—they're simply looking for the right firm to trust.

We're looking for a confident, consultative sales professional who can guide those conversations with professionalism, empathy, and confidence.

This isn't cold calling.

Every consultation is scheduled with someone who has already expressed interest in our services. Your role is to understand their goals, explain how our firm can help, answer questions, overcome concerns, and confidently guide qualified prospects toward becoming clients.

If you enjoy consultative selling, thrive in relationship-driven conversations, and consistently exceed sales goals, we'd love to meet you.

About the Role

As our Inside Sales Representative, you'll serve as one of the first people prospective clients meet after reaching out to the firm. You'll conduct scheduled Zoom consultations, learn about each family's unique circumstances, explain the value of comprehensive estate planning, and help clients confidently take the next step toward protecting themselves and their loved ones.

This is a consultative, relationship-driven sales position where success comes from building trust, educating clients, and helping them make informed decisions—not from using high-pressure sales tactics.

You'll work remotely while supporting clients throughout New York during U.S. Eastern Time business hours.

What You'll Do

Every conversation you have has the potential to change a family's future. Your ability to build trust, communicate clearly, and guide prospective clients through the decision-making process will have a direct impact on both the client experience and the firm's continued growth.

Your responsibilities will include:

• Conducting scheduled Zoom consultations with prospective estate planning and elder law clients.
• Close high-ticker retainers for estate planning and elder law matters
• Building strong relationships with prospective clients by creating a welcoming, professional, and compassionate consultation experience.
• Learning about each client's family, financial goals, estate planning priorities, and long-term concerns through thoughtful discovery conversations.
• Explaining the firm's services, planning process, and legal solutions in a clear and easy-to-understand manner.
• Demonstrating the value of proactive estate planning while helping clients understand how the firm can support their goals.
• Guiding qualified prospective clients toward retaining the firm with confidence and professionalism.
• Addressing questions and objections regarding fees, timing, urgency, or uncertainty while maintaining a consultative approach.
• Following up consistently with prospective clients who require additional time before making their decision.
• Maintaining detailed consultation notes, follow-up activities, and pipeline management within the firm's tracking/CRM.
• Collaborating closely with attorneys, paralegals, and administrative staff to ensure a smooth transition from consultation to client onboarding.
• Tracking conversion metrics, follow-up performance, and individual sales goals while continuously improving your effectiveness.
• Participating in coaching sessions, team meetings, and ongoing professional development to strengthen your consultation and closing skills.
• Representing Estate and Elder Law Solutions with professionalism, integrity, empathy, and exceptional client service.

What Success Looks Like

The most successful people in this role create confidence through education, professionalism, and genuine care for every client.

Success means consistently building trust, maintaining strong consultation-to-client conversion rates, following up diligently, documenting every interaction accurately, and ensuring prospective clients feel informed and supported throughout the decision-making process.

Why Join Estate and Elder Law Solutions?

Joining Estate and Elder Law Solutions means becoming part of a firm dedicated to helping families make thoughtful decisions that protect their future. Every conversation you have can make a meaningful difference in someone's life while contributing directly to the firm's continued growth.

We offer:

• Fully remote position
• Competitive compensation with performance-based bonuses
• Meaningful work that helps families protect what matters most
• Long-term career growth opportunities
• Ongoing coaching and professional development
• Collaborative and supportive team environment
• Opportunity to work with an established New York estate planning and elder law practice

Ready to Apply?

If you're an experienced consultative sales professional who enjoys building relationships, educating clients, and confidently closing high-value opportunities, we'd love to hear from you.

This position is located in Mexico.

Your responsibilities will include:

• Conducting scheduled Zoom consultations with prospective estate planning and elder law clients.
• Close high-ticker retainers for estate planning and elder law matters
• Building strong relationships with prospective clients by creating a welcoming, professional, and compassionate consultation experience.
• Learning about each client's family, financial goals, estate planning priorities, and long-term concerns through thoughtful discovery conversations.
• Explaining the firm's services, planning process, and legal solutions in a clear and easy-to-understand manner.
• Demonstrating the value of proactive estate planning while helping clients understand how the firm can support their goals.
• Guiding qualified prospective clients toward retaining the firm with confidence and professionalism.
• Addressing questions and objections regarding fees, timing, urgency, or uncertainty while maintaining a consultative approach.
• Following up consistently with prospective clients who require additional time before making their decision.
• Maintaining detailed consultation notes, follow-up activities, and pipeline management within the firm's tracking/CRM.
• Collaborating closely with attorneys, paralegals, and administrative staff to ensure a smooth transition from consultation to client onboarding.
• Tracking conversion metrics, follow-up performance, and individual sales goals while continuously improving your effectiveness.
• Participating in coaching sessions, team meetings, and ongoing professional development to strengthen your consultation and closing skills.
• Representing Estate and Elder Law Solutions with professionalism, integrity, empathy, and exceptional client service.

We're looking for an experienced sales professional who enjoys helping people make important decisions while consistently delivering outstanding results.

You should have:

• Minimum of 2 years of proven B2C closing experience.
• Experience selling high-ticket products or professional services.
• A track record of meeting or exceeding sales goals, conversion targets, or quotas.
• Strong experience conducting virtual sales consultations via Zoom or similar platforms.
• Excellent objection-handling, negotiation, and communication skills.
• The ability to build trust quickly through consultative conversations.
• Outstanding listening skills and emotional intelligence.
• Experience working with CRM systems and managing follow-up pipelines.
• Strong organizational skills and attention to detail.
• Professional-level English communication skills, both written and verbal.
• Reliable high-speed internet and a dedicated home office.
• Availability to work during U.S. Eastern Time business hours.

Preferred Experience

Candidates with experience in any of the following industries are strongly encouraged to apply:

• Estate Planning
• Elder Law
• Legal Services
• Financial Planning
• Insurance
• Wealth Management
• High-Ticket Sales
• Medical or Healthcare Consultations
• Home Services
• Business Consulting
• Executive Coaching
• Professional Services Sales

Estate and Elder Law Solutions is a New York-based law firm serving clients throughout Queens, Manhattan, and the surrounding communities. Our practice focuses exclusively on estate planning and elder law, helping individuals and families protect their assets, care for loved ones, and prepare for the future through personalized legal planning.

We're committed to providing exceptional legal service while building a team of talented professionals who value integrity, collaboration, attention to detail, and continuous improvement.