Legal Sales Closer (Estate Planning & Elder Law)
Location: Fully Remote (Mexico) Schedule: Monday–Friday | Eastern Time Business Hours Compensation: $9 - $10 hourly + Performance Bonuses
Help families protect their future while building a high-performing sales career. NY Wills & Estates is a growing firm serving families throughout New York and New Jersey. We are seeking a skilled Legal Sales Closer to conduct consultations, build trust, explain legal solutions, and convert qualified leads into retained clients.
This is not a cold-calling role. You will meet with individuals and families who are actively seeking legal guidance regarding wills, trusts, probate, guardianships, elder law, Medicaid planning, and asset protection.
Who Thrives in This Role
- Relationship Builders
- Consultative Closers
- Goal-Oriented Professionals
- Empathetic Communicators
- Strong Follow-Up Professionals
Why Join Our Team?
- Fully remote position
- Base compensation plus performance-based bonuses
- Consistent flow of qualified consultations
- No cold calling
- Growth opportunities within a growing law firm
- Ongoing coaching and professional development
- Meaningful work helping families protect what matters most
- Supportive and collaborative team environment
Responsibilities
- Conduct scheduled Zoom consultations with prospective clients.
- Build trust with individuals and families facing important legal and financial decisions.
- Explain estate planning, probate, elder law, guardianship, and related legal services.
- Identify client needs and recommend appropriate legal solutions.
- Guide prospective clients through the decision-making process.
- Confidently close legal retainers and engagement agreements.
- Handle objections regarding cost, timing, urgency, and family concerns.
- Follow up consistently with qualified leads to maximize conversions.
- Maintain accurate CRM records, notes, and follow-up activities.
- Collaborate closely with attorneys and intake staff to ensure a seamless client experience.
- Consistently achieve sales, conversion, and retention goals.
Qualifications
Required
- Minimum 2 years of proven B2C sales closing experience.
- Experience conducting consultations via Zoom or video conference.
- Strong consultative sales and objection-handling skills.
- Ability to build trust quickly and guide emotionally driven conversations.
- Excellent verbal and written English communication skills.
- Strong organizational and follow-up habits.
- Comfortable working independently in a remote environment.
- Experience using CRM systems and sales pipelines.
Preferred
- Legal sales experience.
- Estate planning, probate, elder law, family law, or personal injury experience.
- High-ticket sales experience.
- Financial services, insurance, wealth management, or retirement planning sales experience.
- Healthcare or medical consultation sales experience.
- Russian language proficiency (highly preferred but not required).
Apply Today
If you have a strong background in consultative sales, high-ticket closing, legal sales, financial services, insurance, or another relationship-based sales environment, we encourage you to apply. Please include your resume and any information regarding sales performance, conversion rates, quotas achieved, or closing accomplishments.