Sales Executive

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We are seeking driven, self‑motivated Sales Executives to join our sales team. Key duties include meeting with potential clients, educating them on fundamental estate planning concepts, identifying products and services that meet their needs, and following through to retain the client. Due to the very personal and often emotional nature of estate planning, having empathy, strong listening skills, and an ability to connect on a personal level is critical to this role.

$65,000.00/yr - $/yr

Company: eLegacy Law

• Cultivate and manage relationships with referral partners such as CPAs and Financial Advisors
• Drive revenue growth by meeting sales targets
• Pursue leads in our existing database and discover new referral partners
• Discover new referral partners through cold calling, networking, market research, product demonstrations, and other traditional marketing techniques
• Meet with potential clients and educate them on fundamental estate planning concepts
• Identify fitting products and services that meet potential clients' needs
• Follow up with and retain current clients

• Are highly self‑motivated and flexible
• Have experience in sales with a thorough understanding of marketing and negotiation techniques
• Have demonstrated success as a salesperson
• Ideally have some experience or familiarity with legal or financial sales
• Have strong attention to detail
• Are able to prioritize tasks efficiently
• Have excellent communication, interpersonal abilities, and follow-through

• Entry level

• Full‑time

• Sales and Business Development

• Staffing and Recruiting

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