Inside Sales Representative (Legal Sales Closer)

Employment Type: Full-Time

Location: Fully Remote

Schedule: Monday–Friday | U.S. Eastern Time Business Hours

Compensation: Competitive Base Salary + Performance Bonuses

Help Families Protect What Matters Most

Estate and Elder Law Solutions is a well-established New York law firm dedicated exclusively to estate planning and elder law. For more than 15 years, we’ve helped individuals and families prepare for the future by creating personalized estate plans, protecting assets, and providing guidance through life's most important legal decisions.

When prospective clients reach out to our firm, they’re often thinking about protecting their loved ones, planning for retirement, caring for aging parents, or preparing for unexpected life events. Many know they need help—they’re simply looking for the right firm to trust.

We’re looking for a confident, consultative sales professional who can guide those conversations with professionalism, empathy, and confidence.

This isn’t cold calling.

Every consultation is scheduled with someone who has already expressed interest in our services. Your role is to understand their goals, explain how our firm can help, answer questions, overcome concerns, and confidently guide qualified prospects toward becoming clients.

If you enjoy consultative selling, thrive in relationship-driven conversations, and consistently exceed sales goals, we’d love to meet you.

About the Role

As our Inside Sales Representative, you’ll serve as one of the first people prospective clients meet after reaching out to the firm. You’ll conduct scheduled Zoom consultations, learn about each family’s unique circumstances, explain the value of comprehensive estate planning, and help clients confidently take the next step toward protecting themselves and their loved ones.

This is a consultative, relationship-driven sales position where success comes from building trust, educating clients, and helping them make informed decisions—not from using high-pressure sales tactics.

You’ll work remotely while supporting clients throughout New York during U.S. Eastern Time business hours.

What You’ll Do

Every conversation you have has the potential to change a family’s future. Your ability to build trust, communicate clearly, and guide prospective clients through the decision-making process will have a direct impact on both the client experience and the firm’s continued growth.

Your responsibilities will include:

Conducting scheduled Zoom consultations with prospective estate planning and elder law clients.
Close high-ticker matters for estate planning and elder law matters
Building strong relationships with prospective clients by creating a welcoming, professional, and compassionate consultation experience.
Learning about each client’s family, financial goals, estate planning priorities, and long-term concerns through thoughtful discovery conversations.
Explaining the firm’s services, planning process, and legal solutions in a clear and easy-to-understand manner.
Demonstrating the value of proactive estate planning while helping clients understand how the firm can support their goals.
Guiding qualified prospective clients toward retaining the firm with confidence and professionalism.
Addressing questions and objections regarding fees, timing, urgency, or uncertainty while maintaining a consultative approach.
Following up consistently with prospective clients who require additional time before making their decision.
Maintaining detailed consultation notes, follow-up activities, and pipeline management within the firm’s tracking/CRM.
Collaborating closely with attorneys, paralegals, and administrative staff to ensure a smooth transition from consultation to client onboarding.
Tracking conversion metrics, follow-up performance, and individual sales goals while continuously improving your effectiveness.
Participating in coaching sessions, team meetings, and ongoing professional development to strengthen your consultation and closing skills.
Representing Estate and Elder Law Solutions with professionalism, integrity, empathy, and exceptional client service.

What Success Looks Like

The most successful people in this role create confidence through education, professionalism, and genuine care for every client.

Success means consistently building trust, maintaining strong consultation-to-client conversion rates, following up diligently, documenting every interaction accurately, and ensuring prospective clients feel informed and supported throughout the decision-making process.

Why Join Estate and Elder Law Solutions?

Joining Estate and Elder Law Solutions means becoming part of a firm dedicated to helping families make thoughtful decisions that protect their future. Every conversation you have can make a meaningful difference in someone’s life while contributing directly to the firm’s continued growth.

We offer:

Fully remote position
Competitive compensation with performance-based bonuses
Meaningful work that helps families protect what matters most
Long-term career growth opportunities
Ongoing coaching and professional development
Collaborative and supportive team environment
Opportunity to work with an established New York estate planning and elder law practice

Ready to Apply?

If you’re an experienced consultative sales professional who enjoys building relationships, educating clients, and confidently closing high-value opportunities, we’d love to hear from you.

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