Legal Sales Closer (Estate Planning & Elder Law) – Remote

NY Wills & Estates / The Law Offices of Vlad Portnoy

Location: Fully Remote

Schedule: Monday–Friday | Eastern Time Business Hours

Compensation: Base Salary + Performance Bonuses + Growth Opportunities

Help Families Protect Their Future While Building a High-Performing Sales Career

NY Wills & Estates is a growing Estate Planning, Probate, Elder Law, and Guardianship firm serving families throughout New York and New Jersey.

We are seeking a skilled Legal Sales Closer to conduct consultations with prospective clients, build trust, explain legal solutions, and convert qualified leads into retained clients.

This is not a cold-calling role.

You will meet with individuals and families who are actively seeking legal guidance regarding wills, trusts, probate, guardianships, elder law matters, Medicaid planning, and asset protection strategies.

The idóneo candidate has a proven track record in consultative sales, high-ticket sales, legal sales, financial services, insurance, healthcare sales, or other relationship-driven closing environments.

If you excel at building rapport, handling objections, and helping people make important decisions, we want to hear from you.

Responsibilities:

Conduct scheduled Zoom consultations with prospective clients

Build trust with individuals and families facing important legal and financial decisions

Explain estate planning, probate, elder law, guardianship, and related legal services

Identify client needs and recommend appropriate legal solutions

Guide prospective clients through the decision-making process

Confidently close legal retainers and engagement agreements

Handle objections regarding cost, timing, urgency,



and family concerns

Follow up consistently with qualified leads to maximize conversions

Maintain accurate CRM records, notes, and follow-up activities

Collaborate closely with attorneys and intake staff to ensure a seamless client experience

Consistently achieve sales, conversion, and retention goals

Qualifications

Required

Minimum 2 years of proven B2C sales closing experience

Experience conducting consultations via Zoom or video conference

Strong consultative sales and objection-handling skills

Ability to build trust quickly and guide emotionally driven conversations

Excellent verbal and written English communication skills

Strong organizational and follow-up habits

Comfortable working independently in a remote environment

Experience using CRM systems and sales pipelines

Preferred

Legal sales experience

Estate planning, probate, elder law, family law, or personal injury experience

High-ticket sales experience

Financial services, insurance, wealth management, or retirement planning sales experience

Healthcare or medical consultation sales experience

Russian language proficiency (highly preferred but not required)

Who Thrives in This Role

Relationship Builders

You create trust quickly and make clients feel understood.

Consultative Closers

You educate, guide,



and help people make confident decisions.

Goal-Oriented Professionals

You enjoy tracking performance, improving conversion rates, and achieving measurable results.

Empathetic Communicators

You understand how to balance compassion with accountability and action.

Strong Follow-Up Professionals

You know many sales are won after the initial consultation.

About NY Wills & Estates

NY Wills & Estates helps families protect their loved ones, preserve assets, and navigate complex legal matters through comprehensive estate planning, probate administration, guardianships, trusts, Medicaid planning, and elder law services.

Our mission is to provide exceptional legal guidance while delivering a client experience built on trust, professionalism, and compassion.

As our firm continues to grow, we are seeking professionals who are committed to excellence and passionate about helping families take meaningful action.

Why Join Our Team?

Fully remote position

Base compensation plus performance-based bonuses

Consistent flow of qualified consultations

No cold calling

Growth opportunities within a growing law firm

Ongoing coaching and professional development

Meaningful work helping families protect what matters most

Supportive and collaborative team environment

Apply Today

If you have a strong background in consultative sales, high-ticket closing, legal sales, financial services, insurance, or another relationship-based sales environment, we encourage you to apply.

Please include your resume and any information regarding sales performance, conversion rates, quotas achieved, or closing accomplishments.

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