Estate Planning Advisor: Build Legacies & Peace of Mind

Posted 2 days ago

trust counsel plCoral Gables (FL)

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel Trusts, Estates, and Agency Accounts

SENIORITY

Senior

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About the role

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.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.