Job Description
Job Description
Job Ad – Estate Planning Sales Associate
Location: Garden City, NY (Long Island) | Employment Type: Full-Time, On-Site
Overview
Are you a relationship-driven sales professional who thrives on helping people make life-changing decisions? Do you have the emotional intelligence to guide families through sensitive conversations — and the skill to turn those conversations into lasting client relationships?
If so, we want you on our team.
Our friendly office is seeking a well-organized, self-directed Estate Planning Sales Associate. At our fast-growing Estate Planning and Elder Law firm, you won’t be “just selling a service.” You’ll be empowering families to protect their hard-earned legacies, avoid unnecessary court battles, and prepare for life’s “what ifs.” This role is for a proactive, self-motivated closer who loves a consultative sales process and thrives in a high-accountability, high-support environment.
Purpose-Driven Mission and Workplace
We help hard-working, middle-class families — many of whom are retired and own their homes — avoid the devastating financial and emotional costs of poor planning. From protecting assets against long-term care costs to creating peace of mind for the next generation, our work truly changes lives.
Clients come to us with questions, concerns, and sometimes fear about the future. You’ll be the first person to give them clarity and confidence. You’ll educate them about their options, guide them toward the right plan, and ensure they feel valued every step of the way.
Skills & Attributes
- Proven consultative sales skills, ideally in professional services, legal, or high-ticket solutions.
- Ability to listen deeply, ask the right questions, and connect emotionally with clients.
- Tech-savvy with CRM experience (training provided).
- Self-starter who thrives with minimal supervision.
- Organized, accountable, and committed to continuous improvement.
- Flexible, resilient, and comfortable in a growth-oriented, fast-paced environment.
Compensation & Benefits
- Competitive base salary plus performance-based bonuses — real opportunity to exceed base earnings.
Base Salary: $50,000
Performance Bonus:
- Aggressive, merit-based structure designed so high performers earn well beyond base
- Steady stream of qualified leads (no cold calling).
- Paid training and professional development.
How to Apply
If this opportunity excites you, please submit your resume and a cover letter explaining why you’d be an excellent fit for this role. In your cover letter, tell us the three most important qualities you believe a salesperson in estate planning must have, and why. As a closing sentence
Compensation:
$50,000
Responsibilities:
- Conduct initial consultations with prospective clients (all warm, pre-screened leads — no cold calling).
- Use a compassionate, consultative approach to help families understand the importance of planning and the risks of doing nothing.
- Build rapport and trust quickly with prospects from diverse backgrounds.
- Clearly communicate the benefits of our services, overcoming objections with empathy and facts.
- Manage and track leads in our CRM, ensuring follow-up with potential clients who haven’t yet engaged.
- Coordinate with attorneys and paralegals to ensure a seamless hand-off after engagement.
- Follow up with clients for satisfaction and potential referral opportunities.
- Meet and exceed monthly and quarterly sales goals while maintaining client satisfaction standards.
Qualifications:
Education Experience
Required:
- 3+ years of successful sales experience with measurable results.
- Track record in high-trust, relationship-based sales environments.
- Exceptional interpersonal and communication skills.
- Strong organizational and follow-up skills.
Preferred:
- Experience in legal, financial services, or estate planning.
- Bachelor’s degree in Business, Sales, Marketing, or related field.
- Life experiences that foster empathy and understanding when working with clients in sensitive situations.
About Company
Somekh and Associates is a growing elder law & estate planning law firm in Garden City.