Inside Sales Closer - Estate Planning

Job Description

Job Description

Join Wilson Legal, where your passion for closing deals meets our mission to help families secure their legacies through estate planning. As an Inside Sales Closer, you'll work with warm leads—families who've already expressed interest—and guide them to take decisive action. Your role is crucial; you’ll be the trusted advisor who helps clients find peace of mind through life-changing legal solutions. We value boldness, tenacity, and the ability to ask the tough questions that lead to a "yes."

You'll thrive here if you love performance-based pay and enjoy making an impact. We offer a competitive base salary of $50,000, commissions, and comprehensive benefits. Our team is all about growth, both professionally and personally, with a focus on work-life balance. We support you with a clean CRM, meaningful metrics, and a collaborative environment. If transforming hesitation into confident action excites you, we want to hear from you. Apply now, and let's achieve great things together.

$48,000 - $52,000 base pay plus commission

Your Role:

• Close the deal : Convert warm leads into open estate planning cases.
• Relentless follow-up : You’ll stalk your pipeline (in a good way) and never let a potential client slip through.
• Ask the hard stuff : "What’s stopping you?" isn’t just a line—it’s your weapon.
• Track like a pro : Use our CRM to manage follow-ups, track KPIs, and move people through our funnel.
• Collaborate with legal teams : Ensure a smooth client experience once the deal is sealed.

• Three years of relevant experience in fundraising, sales, or equivalent type of experience.
• Ability to do daily travel; requires access to reliable transportation at all times on an immediate basis.
• Ability to lift and/or move large objects (such as boxes and the backdrop for our tradeshow display) with the expectation that heavier items may be broken down and assistance required or requested before moving or lifting.
• A strong interest in consultative solutions selling.
• Proven track record utilizing a consultative sales approach.
• A proven track record in telephone sales.
• Demonstrated, proven success in lead generation, prospecting, contract negotiation, and closing customers.
• Experience with Practicepanther/Lawmatics/Outlook/Microsoft or other software related to CRM or case management, particularly reporting, is required.
• Independent, self-starter who thrives on immersion in a rapidly changing environment and excellent problem-solving and analytical skills.
• Proactive, can-do attitude, with great follow-through and resourcefulness, along with attention to detail.
• Strong communication and interpersonal skills with the ability to be personable yet persistent, and always providing the option to take the next step.
• Knowledge of the legal industry is an asset.
• Real-life experience and a few “battle scars” to give you empathy and understanding are an asset.
• Experience overcoming a major obstacle in life and making an important change in your life, so you know at your core that others can do it too, is a plus.
• Previous Sales training with Sandler or another company is required.

Wilson Legal is an estate planning and elder law firm that helps individuals, families, and business owners live their best lives intentionally and by design.

This is the closest thing to a Disney experience in law. We come to work every day to eliminate possible nightmares and help make wishes come true.

Our team is responsive, compassionate, and professional. Our processes are efficient, thorough, and provide ample time with our team. We ensure that each client is equipped with the connections and instructions they need to be successful.

Wilson Legal is where planning meets peace of mind.

Many clients come from happy client referrals because clients love to share the peace of mind results with their friends, neighbors, and family.

Are you ready to join our A+ team?