About this opportunity
Trust Counsel PL lists this Estate Planning Advisor: Build Legacies & Peace of Mind opportunity in coral gables, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Trust Counsel P.L. in Coral Gables, FL seeks an Estate Planning Sales Consultant to guide prospective clients from initial meeting through engagement with the legal team. You will explain the process, costs, and timelines, then address client questions and secure commitments.
Required: 3+ years in consultative high-ticket sales, comfort discussing money and family topics, CRM discipline, and strong communication; bilingual English/Spanish preferred.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.