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Estate Planning Sales Representative

1 week ago

Burnaby, British Columbia, Canada Bighornlaw Full time
Role Overview

This is a dynamic sales role that focuses on estate planning services. As a Estate Planning Sales Representative, you will play a critical part in promoting our comprehensive estate planning solutions to clients.

Your primary responsibilities include:

  • Community outreach and engagement to increase awareness of the importance of estate planning.
  • Sales and client acquisition through proactive outreach, lead generation, and conversion.
  • Client relationship management to ensure exceptional service and seamless transitions for new cases.
  • Meeting or exceeding sales targets by managing a pipeline of leads and conversions.

We are seeking empathetic, client-focused professionals who possess excellent communication skills, adaptability, and resilience in emotionally charged situations. Prior experience in sales or client intake, preferably in legal or service-oriented industries, is a plus.