Sales Executive - Estate Planning
HybridTampa, Florida, United States
Tampa, Florida, United StatesHybridFull Time
Full Time
Job Summary
Conduct outbound calls and emails to qualify prospective clients for estate planning, elder law, and senior living services. Deliver solution presentations and product demos to assess fit and schedule appointments. Maintain availability for live transfers while building customer relationships and resolving concerns. Document critical data accurately in the CRM and complete administrative follow-ups for client orders. Collaborate with senior leadership to drive process improvements and fulfill orders to satisfaction. Preferred candidates possess experience in B2B sales within the legal or senior living sectors.
Required Qualifications
- Bachelor's degree
- Two years of sales experience
- Exceptional written and verbal communication skills
- Strong presentation skills
- Proven business-to-business sales experience
- Clear track record of achieving high-performance sales growth
- Strong sense of urgency and ability to translate it into activity
- Good problem-solving skills to understand and meet customer needs
- Proficiency with Microsoft Office and CRM platforms
- Ability to work in a remote environment
- Willingness to travel as needed
Desired Qualifications
- Experience working with estate planning, elder law attorneys and/or senior living communities
- Experience working with preneed funeral planning, estate planning and elder law attorneys and/or senior living communities
- Experience in marketing to estate planning attorneys or senior living communities
- Salesforce.com experience
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