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 adecuado 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

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Relationship Builders

- You create trust quickly and make clients feel understood.

-

Consultative Closers

- You educate, guide, and help people make confident decisions.

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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.

Required Skill Profession

Sales Representatives, Services

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🏢 Smart Systematic Recruiting
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