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Estate Planning Specialist

1 week ago

Burnaby, British Columbia, Canada Bighornlaw Full time

At Bighornlaw, we're seeking a highly skilled Estate Planning Specialist to join our team. This dynamic role involves working closely with clients to navigate the complexities of estate planning, while promoting our comprehensive services to drive business growth.

Responsibilities
  1. Community Outreach:
  • Represent the firm at local events, functions, and gatherings, promoting estate planning services and increasing awareness of the importance of planning for the future.
  • Develop engaging presentations that clearly convey the benefits of estate planning and our expertise.
Sales and Client Acquisition:
  • Conduct initial consultations with prospective clients to identify their estate planning needs and present our range of legal services.
  • Engage in proactive sales outreach, utilizing phone calls, emails, and networking efforts to generate leads and new business opportunities.
  • Follow up with leads to answer questions, address concerns, and move them through the sales process.
Client Relationship Management:
  • Build and maintain long-term relationships with clients and referral partners, ensuring they receive exceptional service throughout the engagement.
  • Facilitate seamless transitions for new cases to the legal team, ensuring clients feel supported and confident in their decision to move forward with our services.
  • Provide clients with transparent, professional guidance, building trust and rapport along the way.
Qualifications
  • Educate and empower clients without relying on high-pressure sales tactics.
  • Build authentic, trust-based relationships through active listening and adaptability.
  • Communicate clearly and professionally both verbally and in writing.
  • Demonstrate resilience and empathy in emotionally charged or sensitive situations, such as those surrounding estate planning.
  • Prioritize and close sales by emphasizing the urgency and value of securing one's legacy.
  • Learn quickly and stay motivated in a fast-paced, results-oriented environment.
  • Navigate technology proficiently, with experience using CRM systems a plus.