Estate Planning Sales Consultant

None • Coral Gables, FL, US • published 2026-09-22 16:42:36.755062

Description

Trust Counsel, P.L. is an estate planning, probate, guardianship, and litigation firm in Coral Gables. People come to us after a new grandchild, a business sale, a second marriage, or a health scare, and most have been putting off this conversation for years. The Estate Planning Consultant is the person they sit down with. Our attorneys give the legal advice, recommend each family's plan, and draft the documents. You make sure families arrive at that conversation prepared, and you help them move forward once they have their recommendation. This is a sales role with clear performance targets. It fits people who have sold a high\-trust service in a consultative setting, such as financial advising, insurance, wealth management, or pharmaceutical and medical device sales, and who want work where the outcome matters to the family in front of them. **Compensation:** $65,000 yearly **Responsibilities:*** Meet with prospective clients before their attorney design meeting; gather the family, asset, and goal information the attorney needs. * Explain how our process works, what each step involves, and what it costs; send every legal question to the attorney, including which documents fit the ...

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