Estate Planning Consultation Attorney

The Role: As our Estate Planning Attorney for client consultations, you are the face of the firm for every new client. You lead high-stakes consultations with warm, qualified prospects, guide them to the right strategy, and turn them into committed clients. You keep the conversation on track, help families through emotional decisions, and move them from uncertainty to action. You are not selling documents. You are selling clarity, protection, and legacy. Once a client chooses their estate planning package, our legal team handles the rest. Compensation and Opportunity $120,000+ on-target earnings (OTE) Bonus-driven compensation tied directly to closed revenueWarm inbound leads, with no cold prospectingOne focus: guide families, close engagements, get paid, repeatBenefits for qualified employees include: Paid HolidaysPTOLife InsuranceShort-Term and Long-Term Disability insurance. IRA Match BenefitsCompensation:$120,000 OTE

What You’ll Do: Run estate planning strategy consultations with pre-qualified inbound leadsEstablish authority and trust within the first few minutes of every conversationIdentify client needs and present the right estate planning solutionsConfidently ask for the decision and get new clients onboardedHandle objections with professionalism and precisionTrack your pipeline, performance, and forecasts in HubSpot CRMDeliver clean, complete handoffs to the legal production teamThis Role Is for You If: You thrive in client conversationsYou are persuasive, decisive, and comfortable leading peopleYou enjoy guiding families through emotional, high-value decisionsYou see sales as a professional skill, not a dirty wordYou want your income tied directly to your performanceThis Role Is Not for You If: You want to draft documents or practice law traditionallyYou avoid money conversations or asking for the decisionYou need hand-holding or constant supervisionYou are uncomfortable with metrics, accountability, or performance pressureQualifications:

Required Qualifications: Licensed attorney (Florida Bar preferred) Strong working knowledge of estate planning conceptsExceptional communication, discovery, and objection-handling skillsComfort selling premium services priced in the thousandsBilingual (English/Spanish) About Company Grimaldi Law Firm is a dedicated Estate Planning law firm committed to helping individuals and families protect their futures with confidence. Our team provides personalized legal guidance in estate planning, wills, trusts, probate, and real estate, delivering compassionate and professional service every step of the way. At Grimaldi Law Firm, we combine experienced legal counsel with advanced technology to ensure clear communication and a seamless client experience. Our team keeps clients informed and connected throughout the entire process with proactive updates and responsive support. #WHLAW3

Compensation details: 120000-120000 Yearly SalaryPI17b4a195c070-38059-42104284