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Estate Planning Specialist
2 months ago
Grimaldi Law Firm is seeking a skilled Title Sales Representative to join our team. As a key player in our estate planning department, you will be instrumental in guiding families through crucial decisions that shape their futures.
Responsibilities:- Qualify and Persuade: Assess potential clients to ensure they are a good fit for our firm, and skillfully persuade them to choose us for their estate planning needs.
- Demonstrate Value: Showcase how our firm can effectively prepare the essential legal documents that will have a profound impact on our clients' lives and their descendants.
- Embodiment of Care: Reflect the compassion and empathy that our firm is renowned for, while clearly communicating the benefits of our services.
- Close Deals: Your primary focus will be to follow up with leads and close deals, making you a pivotal link in our client-focused legal team.
You will be supported by a dedicated marketing team that generates leads and appointments weekly, and a production team known for its five-star reviews. This is a remote position, but you will still represent our firm with the utmost professionalism.
Qualifications:- Minimum 5 years of experience in luxury sales.
- Proven track record of closing deals and achieving sales goals.
- Success using a consultative sales approach.
- Proficient with CRMs like Clio, Salesforce, HubSpot, etc., focusing on reporting.
- Familiarity with the legal industry is a plus.
- Empathy and understanding from real-life experiences are valued.
- Fluent in English and Spanish, both written and oral.
- Ability to work independently and efficiently remotely.
- Demonstrated success in meeting or exceeding sales targets.
- Skilled in building and maintaining strong client relationships.
- Adaptable to changing client needs and firm objectives.
Grimaldi Law Firm is a real estate title insurance and settlement services firm that provides closing services throughout the state of Florida. We are growing quickly and offer a comprehensive list of real estate services to many customers, including lenders, developers, and independent owners. We strongly believe that real estate ownership is the cornerstone to building wealth and enjoy helping clients achieve this American dream. Additionally, we assist clients with planning for the 'what-ifs' in life with full-service estate and trust packages.
