Sales Jobs in Benbrook, TX
94 positions found — Page 4
In this role, you will connect with potential clients, answer questions, and help them find the right health and life insurance solutions to meet their needs.
Qualified leads are provided, allowing you to focus on building relationships, delivering excellent service, and closing sales.
We invest in your success by covering licensing and onboarding, while providing ongoing training and support to help you grow your career.
Job Description
Are you tired of working hard every day without being paid what you're truly worth? Ready to change your life and step into a career with unlimited earning potential? Rainstone Roofing is looking for driven, motivated individuals to join our sales team as a Sales Representative. If you're hungry for success and eager to maximize your potential, this is the opportunity you've been searching for.
Top performers can earn $150K+ in their first year.
What We Offer
* Paid training to set you up for success
* Sales contests and bonus opportunities
* Some leads provided, with strong emphasis on self‐generated business
* Full office support throughout the entire job process
* Clear advancement path — management consideration in as little as 6 months
* High‐quality craftsmanship and a trusted company reputation
* Positive, motivating team environment
* No earning cap — your income is entirely performance‐driven
Your Responsibilities
* Engage with property owners through door‐to‐door sales
* Educate customers on the insurance claims process
* Conduct exterior property inspections and explain findings clearly
* Serve as the liaison between customers and their insurance companies
* Manage projects from initial inspection through job completion
* Maintain consistent communication with office staff and production teams
* Provide exceptional customer service throughout the entire process
* Foster strong, professional relationships with the sales team and management
Requirements
* Valid driver's license and reliable vehicle (pickup truck preferred)
* Self‐motivated and comfortable working independently
* Ability to set up and climb ladders; must be comfortable on residential roofs
* Strong organizational skills
* Excellent communication and customer service abilities
* Clean, professional appearance
Company Description
We know the importance of putting in the hard yards. Our crew of roofers is top-notch, fully insured, licensed, bonded, and factory trained. That means you can count on us to nail it with every roofing job. Plus, we're certified in all the products we use, showing we're up-to-date with the latest standards in the game.
Company Description
We know the importance of putting in the hard yards. Our crew of roofers is top-notch, fully insured, licensed, bonded, and factory trained. That means you can count on us to nail it with every roofing job. Plus, we're certified in all the products we use, showing we're up-to-date with the latest standards in the game.
Job Description
We are looking for a Bilingual Insurance Sales Agent (English/Spanish) to join our team. In this role, you will play a crucial part in expanding our client base, providing expert advice on insurance products (auto, home, etc.), and delivering exceptional customer service. You will thrive in this role if you are a driven sales professional who can seamlessly switch between English and Spanish to build rapport and trust with our community.
Key Responsibilities
* Sales Generation: Drive new business sales by engaging with prospects, quoting, and closing, both in-person and over the phone.
* Bilingual Communication: Provide expert, fluent service in both English and Spanish to assist clients with understanding policies, coverage options, and claims.
* Cross-Selling: Identify opportunities to cross-sell additional policies and ancillary products to existing customers.
Qualifications
* Languages: Fluent in English and Spanish (written and spoken) required.
* Licensing: Valid state Property & Casualty (P&C) license required.
* Experience: 1+ years of sales or customer service experience (insurance experience is a plus).
* Skills: Strong negotiation, closing, and communication skills.
* Tech-Savvy: Proficient with CRM software, MS Office, and online quoting tools.
* Education: High School Diploma or equivalent (Bachelor's degree preferred).
Why Work With Us?
* Competitive base salary + uncapped commissions.
* Paid time off and holidays.
* Opportunities for career growth and professional development.
* A fun, fast-paced, and supportive team environment.
Job Description
We are seeking a Insurance Sales Professional who is sports minded and competitive to join our team! Quick advancement to a leadership position, with extra compensation, is very realistic within 4 to 6 months.
Responsibilities:
* Present and sell company products and services to new and existing customers.
* Prospect and contact potential customers using our long-used system.
* Reach agreed upon sales targets by the deadline.
* Run training meetings.
* Set follow-up appointments to keep customers aware of latest developments.
* Very realistic move to a leadership role within 4 to 6 months
Qualifications:
* Previous experience in face-to-face B2B sales
* Ability to build rapport with clients and prospects.
* Deadline and detail-oriented
* Self-disciplined
* Learn in training and use in the field our proven sales system
* Present and sell company products to new individuals and groups
* Prospect and contact potential customers
* Reach agreed upon activity goals by a deadline
* Set follow-up appointments to keep customers aware of latest developments
* Use our process to build a self-sustaining referral stream
You should apply if:
· You are unusually driven to succeed
· You are highly coachable and teachable
· You are in search of control over your schedule and income
· You are consistently a high achiever (top 10%)
· You are an entrepreneur at heart with an ownership mindset
We offer:
· Intensive Sales Academy where you learn our proven sales system from the best
· Field training by our best and most experienced agents
· Performance-based advancement into leadership
· Commission advances and bonuses to help jump start your career
· Passive Renewal Commissions you own for life at your 2-year anniversary
· Stock ownership plan
· Freedom and flexibility to plan your life around your career
The Koch Group is a leading supplemental health and life insurance provider for middle-income American families. What separates us from the typical insurance job is our support and training throughout your career. On top of that, our goal is not to simply hire someone to fill a sales position. Quickly developing motivated, like-minded individuals into a leadership position is what enables us to continue a track record of growth. Since our founding in 2005, we have a revenue compound growth rate over 20%. Everything we do is team oriented and centered around quick advancement through our leadership ranks. We do this by hiring one quality person at a time, train and support you very well, and providing constant leadership training. Income is earned through commissions, stock, and monthly bonuses.
If you feel like you would be a good candidate to interview for this spot, we look forward to having a conversation with you.
About the role:
The Account Representative role at TQL is an opportunity to build a career with a logistics industry leader that offers an award-winning culture and high earning potential with uncapped commission. More than just an entry level sales role, you will be responsible for supporting and working with an established sales team to identify areas of opportunity with their customers to drive revenue. No experience necessary; you will start your career in an accelerated training program to learn the logistics industry. Once training is complete, you focus on growing new and existing business by presenting TQL customers with our transportation services and handling freight issues 24/7/365.
What’s in it for you:
- $40,000 minimum annual salary
- Uncapped commission opportunity
- Want to know what the top 20% earn? Ask your recruiter
Who we’re looking for:
- You compete daily in a fast-paced, high-energy environment
- You’re self-motivated, set ambitious goals and work relentlessly to achieve them
- You’re coachable, but also independent and assertive in solving problems
- You’re eager to develop complex logistics solutions while delivering great customer service
- College degree preferred, but not required
- Military veterans encouraged to apply
What you’ll do:
- Communicate with the sales team and customers as the subject matter expert to build and maintain relationships
- Manage projects from start to finish while overseeing daily shipments and resolve issues to ensure pickups and deliveries are on time
- Work with the sales team to provide and negotiate competitive pricing
- Input, update and manage shipment information in our state-of-the-art systems
- Collaborate with the support team to guarantee each shipment is serviced properly
- Assist with billing and accounting responsibilities as needed
What you need:
- Elite work ethic, 100% in-office, expected to go above and beyond
- Extreme sense of urgency to efficiently juggle dynamic operations
- Strong communication skills with ability to handle conflict
- Solution-focused mindset and exceptional customer service
- Ability to work with the latest technologies
Why TQL:
- Certified Great Place to Work with 800+ lifetime workplace award wins
- Outstanding career growth potential with a structured leadership track
- Comprehensive benefits package
- Health, dental and vision coverage
- 401(k) with company match
- Perks including employee discounts, financial wellness planning, tuition reimbursement and more
Where you'll be: 4100 International Plaza, Ft. Worth, Texas 76109
Employment visa sponsorship is unavailable for this position. Applicants requiring employment visa sponsorship now or in the future (e.g., F-1 STEM OPT, H-1B, TN, J1 etc.) will not be considered.
About Us
Total Quality Logistics (TQL) is one of the largest freight brokerage firms in the nation. TQL connects customers with truckload freight that needs to be moved with quality carriers who have the capacity to move it.
As a company that operates 24/7/365, TQL manages work-life balance with sales support teams that assist with accounting, and after hours calls and specific needs. At TQL, the opportunities are endless which means that there is room for career advancement and the ability to write your own paycheck.
What’s your worth? Our open and transparent communication from management creates a successful work environment and custom career path for our employees. TQL is an industry-leader in the logistics industry with unlimited potential. Be a part of something big.
Total Quality Logistics is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, genetic information, disability or protected veteran status.
If you are unable to apply online due to a disability, contact recruiting at
* REQUIRED: This company is specifically seeking candidates with at least 4 years of Active Duty U.S. military experience *
Korn Ferry Military Division has partnered with our client on their search for a National Account Executive to cover their Southwestern territory (Texas, Oklahoma, Nebraska, Kansas, New Mexico.) This is a remote role, 50% travel will be required.
This manufacturer offers application tooling to the aircraft and aerospace industries - lots of work with Defense Contractors. Territory is growing rapidly, company offers lots of growth opportunity and is highly Military friendly – many of the top leaders are veterans, and many customers are defense-related!
Compensation: $120,000-140,000 (+ discretionary 15% bonus)
What You Will Do
The National Account Executive (NAE) will develop customer relationships, listen to customer needs, provide technical solutions, and educate them on the value of company offered solutions & tools in the marketplace. The NAE will assist in supporting in-territory training and tradeshows nationally as necessary. 90% of your time will be spent with current customers, 10% focused on new business development.
- Develop into a subject matter expert on company solutions & tooling
- Provide exceptional service to strategic customers in assigned region; establish and maintain relationships with strategic customers and industry stakeholders
- Provide technical support and solutions to customers
- Deliver on-site or remote product demonstrations and training
- Prepare and present powerful and persuasive sales presentations that effectively promote company products
- Contribute to the development and execution of the Business Development Strategy to ensure consistent revenue growth
- Leverage innovative ways to capture market intelligence and communicate it to management
- Develop and execute an annual territory growth plan
- Travel within assigned territory to customer sites and out of territory to industry events as required.
Education and Work Experience
- At least 4 years of US Military experience required
- Bachelor’s degree required
- 2 years technical sales experience required
- Ability to travel 50%
Title: National Account Executive
Location: Remote (Southwest territory: TX, OK, NE, KS, NM)
Client Job ID: 510774906
Remote working/work at home options are available for this role.
JOB DESCRIPTION:
Hark Homes is seeking a high-performing Sales Manager to lead revenue growth and oversee the entire client journey from first contact through home completion. This individual will serve as the primary face of the company to clients and real estate partners while leading and managing the sales team. The Sales Manager is responsible for contract negotiations, relationship development, forecasting, and implementing a disciplined sales process that aligns with Hark’s commitment to excellence and integrity.
KEY RESPONSIBILITIES:
1. CONTRACT NEGOTIATIONS
- Lead all contract negotiations for spec and custom home sales
- Structure offers to protect company margins while maintaining strong client relationships
- Ensure all contracts, addendums, and supporting documentation are accurate and complete
- Maintain a thorough understanding of all sales forms, procedures, and company policies
2. RELATIONSHIP MANAGEMENT
- Develop and maintain relationships with clients, brokers, real estate agents, community leaders, and referral partners
- Proactively grow Realtor engagement through outreach, meetings, and events
- Represent Hark Homes professionally in all public interactions
3. TEAM LEADERSHIP & MANAGEMENT
- Hire, train, and manage the sales team (including on-site associates and client reps)
- Provide coaching, performance reviews, and accountability
- Implement and refine sales processes, scripts, and follow-up systems
- Establish reporting systems to track KPIs and productivity
- Foster a culture of professionalism, integrity, and results
4. CLIENT EXPERIENCE (START TO FINISH)
- Oversee the customer journey from initial inquiry through home completion
- Set clear expectations regarding pricing, timelines, and process
- Ensure consistent communication and progress updates
- Coordinate smooth communication with project management and design teams
- Protect and elevate the Hark Homes brand through exceptional service
5. REPORTING & FORECASTING
- Track and report sales performance and pipeline activity to executive leadership
- Prepare monthly, quarterly, and annual forecasts
- Identify risks to meeting sales goals and recommend corrective actions
- Monitor inventory levels, lot availability, and pricing strategy
- Provide market insights and competitor analysis
6. SALES STRATEGY & REVENUE GROWTH
- Develop and execute sales strategies for all active communities
- Establish and drive monthly, quarterly, and annual sales targets
- Analyze buyer demographics, market trends, and competitor pricing
- Adjust strategy to optimize revenue, absorption rate, and turnover
- Collaborate with leadership on pricing and product positioning
7. MODEL HOME & PRESENTATION STANDARDS
- Ensure model homes are consistently maintained, organized, and presentable
- Maintain professional merchandising and curb appeal standards
- Guarantee a polished first impression for all prospects
QUALIFICATIONS:
- 3+ years in new home sales or residential real estate preferred
- Experience working with contracts and structured sales processes
- Familiarity with pipeline management tools
- Bachelor’s degree in related fields
About the Role
We are seeking a Wholesale Digital Marketing & eCommerce Manager to collaborate with our sales team, retailers, and the Senior Director of Wholesale Digital Marketing & eCommerce. This role will drive Ariat brand awareness and sales while ensuring a consistent customer experience across our wholesalers' websites. Reporting to the Senior Director of Wholesale Digital Marketing & eCommerce, you will manage the day-to-day execution and communication for a high volume of digital marketing campaigns across multiple key accounts. You will serve as the marketing liaison between our sales team, brand marketing team, and retail partners. This role requires a strategic thinker with a strong background in digital marketing and eCommerce. Equal parts marketing, sales, customer service, and project management, this position offers an exciting opportunity to significantly grow an emerging business.
This position is open to candidates located remotely within the Fort Worth area. The selected candidate must be able to travel to the Haslet office and throughout the Dallas market as needed. Regular travel within the assigned area is required.
You’ll Make a Difference By
Wholesale Marketing & eCommerce:
- Overseeing the end-to-end execution of marketing campaigns, from briefing to asset creation to campaign delivery
- Developing customized Ariat Marketing Packages for retailers, including digital assets, brand messaging, educational materials, and marketing strategies
- Partnering with the Director of Wholesale Digital Marketing & eCommerce, account analysts, sales reps, and retailers to drive eCommerce success
- Fostering strong relationships with retail partners and the sales team by providing ongoing support and strategic recommendations
Cross-Functional Collaboration & Strategy:
- Working closely with brand marketing, sales, and retail partners to align marketing efforts with business goals
- Managing multiple integrated marketing campaigns, optimizing investment strategies in a competitive market
- Using data-driven insights to inform digital marketing and eCommerce strategies, ensuring continuous improvement
- Participating in seasonal sales meetings, presenting key marketing insights and campaign strategies
- Other duties as assigned
About You
- 4-7+ years of experience in eCommerce and digital marketing, preferably in consumer-driven fashion, lifestyle, or footwear brands
- Deep understanding of eCommerce, digital marketing, and brand integration
- Strong project management skills: experience keeping cross-functional teams on track to achieve deliverables
- A proven ability to manage multiple campaigns and accounts simultaneously
- Track record of executing high-volume, integrated marketing plans and optimizing marketing investments in competitive spaces
- Proactive, results-driven mindset with the ability to drive business growth
- Unique balance of analytical skills and creativity, with the ability to interpret data, develop strategic recommendations, and evaluate creative assets
- Excellent communication and collaboration skills, with the ability to influence stakeholders
- Experience with sales, retail, agency, or consulting is a plus
- Ability to travel occasionally as required
About Ariat
Ariat is an innovative, global outdoor brand with roots in equestrian performance. We develop high-quality footwear and apparel for people who ride, work, and play outdoors and care about performance, quality, comfort, and style.
The salary range for this position is $90,000 - $100,000 per year.
The salary is determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data for geographic locations. Ariat in good faith believes that this posted compensation range is accurate for this role at this location at the time of this posting. This range may be modified in the future.
Ariat’s holistic benefits package for full-time team members includes (but is not limited to):
- Medical, dental, vision, and life insurance options
- Expanded wellness and mental health benefits
- Paid time off (PTO), paid holidays, and paid volunteer days
- 401(k) with company match
- Bonus incentive plans
- Team member discount on Ariat merchandise
Note: Availability of benefits may be subject to location & employment type and may have certain eligibility requirements. Ariat reserves the right to alter these benefits in whole or in part at any time without advance notice.
Ariat will consider qualified applicants, including those with criminal histories, in a manner consistent with state and local laws. Ariat is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis protected under federal, state, or local law. Ariat is committed to providing reasonable accommodations to candidates with disabilities. If you need an accommodation during the application process, email
Please see our Employment Candidate Privacy Policy at to learn more about how we collect, use, retain and disclose Personal Information.
Please note that Ariat does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Agreement, Ariat will not consider or agree to payment of any referral compensation or recruiter/agency placement fee. In the event a recruiter or agency submits a resume or candidate without a previously signed Agreement, Ariat explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted directly to hiring managers, are deemed to be the property of Ariat.
Across our growing organization, we embrace diversity in backgrounds and experiences. Improving patient lives around the world is a priority, and we need people from all backgrounds and swaths of life to help build the future of the healthcare and the life sciences industry. We believe our people make all the difference in cultivating an inclusive culture that embraces our cultural beliefs. We are deliberate and self-reflective about the kind of team and culture we are building. We look for team members that are not only strong in their own aptitudes but also who care deeply about EVERSANA, our people, clients and most importantly, the patients we serve. We are EVERSANA.
Job Description
The Virtual Sales Representative (VSR) will be responsible for marketing and selling CARDAMYST via teleconference and/or telephone to targeted health care offices and providers, in close partnership with aligned field representatives. They will deliver impactful core selling messages and educational materials as part of their remote engagements, reinforcing in-person efforts and expanding overall reach. VSRs will need to be flexible regarding job responsibilities as they will include a variety of strategic tasks: amplifying call frequency with high-priority targets, triaging and qualifying targeted HCPs, supporting large geographic territories, and engaging aligned sales team micro-focus practitioners. The VSR will create positive, coordinated virtual selling interactions that drive awareness, adoption, and market growth for CARDAMYST. Additionally, they will possess excellent customer service skills and polished marketing and sales acumen to cultivate current office targets and develop new healthcare provider relationships within those offices. These skill sets will also be critical in educating on the clinical profile and first-in-class value of assigned products, addressing questions and concerns, and identifying signals of adoption. Furthermore, they will demonstrate the ability to learn complex medical topics, industry compliance guidelines, patient assistance programs, and navigate pharmacy and insurance landscapes to support account needs.
EVERSANA Deployment Solutions offers our VSRs competitive hourly compensation, lucrative bonus potential, paid time off, company paid holidays, excellent training, employee development programs, a 401-k plan with employer match, and a comprehensive benefits package including medical, dental, and vision insurance, along with many additional valuable programs.
Essential Duties And Responsibilities
Our employees are tasked with delivering excellent business results through the efforts of their aligned field partners. These results are achieved by:
- Complete assigned product training at an advanced level, developing a comprehensive understanding of the disease state, assigned product features and benefits, core selling messages, and the clinical profile of a first-in-class therapy.
- Develop expertise in delivering core selling messaging in a virtual environment, reinforcing field strategy and tailoring discussions based on HCP interest level and engagement signals.
- Meet or exceed call expectations, quality engagement metrics, and sales attainment goals set forth by the Client.
- Maintain complete and timely CRM documentation of targeted customer interactions, including call attempts, product discussions, expressed level of interest, and literature requests.
- Develop business relationships with field team to maximize coverage of shared targets.
- Ensure high level of coordination, communication, and collaboration with field-based representative counterparts and field-based Regional Sales Manager. Ensuring that efforts are aligned and coordinated to provide a superior customer experience.
- Coordinate regularly with field-based counterparts to ensure seamless execution of customer interactions and scheduling as appropriate.
- Complete tasks and participate in projects as assigned by the field based Regional Sales Manager, as needed.
- Provide actionable insights and feedback to field partners and team leadership regarding account sentiment, adoption signals, and opportunities for increased engagement.
- Comply with all company, PDMA, compliance, and regulatory policies and guidelines.
- Work independently from a remote home office while collaborating cross-functionally in a coordinated territory model.
- Cultivate an assigned virtual territory in alignment with field strategy and be accountable for measurable business results and engagement outcomes.
- All other duties as assigned.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES:
The requirements listed below are representative of the experience, education, knowledge, skill and/or abilities required.
- Bachelor's degree from an accredited college or university OR equivalent experience
- 1+ year of sales experience in an outbound Virtual/Tele-sales or field sales role in a healthcare or pharma field required
- Experience selling in the Cardiovascular space preferred
- Proficiency in Microsoft Office software, especially Word, Excel and Outlook required with the ability to learn new software as needed.
- Excellent communication & rapport building skills.
- Ability to articulate complex clinical data.
- Ability to learn complex medical topics, industry compliance guidelines, patient assistance programs, pharmacy, and insurance landscapes.
- Aptitude and confidence to converse with physicians, as well as all levels of medical office staff.
- Stable internet connection adequate to support voice over VoIP calls and virtual calls platforms.
OUR CULTURAL BELIEFS
Patient Minded - I act with the patient’s best interest in mind.
Client Delight - I own every client experience and its impact on results.
Take Action - I am empowered and hold myself accountable.
Grow Talent - I own my development and invest in the development of others.
Win Together - I passionately connect with anyone, anywhere, anytime to achieve results.
Communication Matters - I speak up to create transparent, thoughtful and timely dialogue.
Embrace Diversity - I create an environment of awareness and respect.
Our team is aware of recent fraudulent job offers in the market, misrepresenting EVERSANA. Recruitment fraud is a sophisticated scam commonly perpetrated through online services using fake websites, unsolicited e-mails, or even text messages claiming to be a legitimate company. Some of these scams request personal information and even payment for training or job application fees. Please know EVERSANA would never require personal information nor payment of any kind during the employment process. We respect the personal rights of all candidates looking to explore careers at EVERSANA.
EVERSANA is committed to providing competitive salaries and benefits for all employees. If this job posting includes a base salary range, it represents the low and high end of the salary range for this position and is not applicable to locations outside of the U.S. Compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). More information about EVERSANA’s benefits package can be found at /careers. EVERSANA reserves the right to modify this base salary range and benefits at any time.
From EVERSANA’s inception, Diversity, Equity & Inclusion have always been key to our success. We are an Equal Opportunity Employer, and our employees are people with different strengths, experiences, and backgrounds who share a passion for improving the lives of patients and leading innovation within the healthcare industry. Diversity not only includes race and gender identity, but also age, disability status, veteran status, sexual orientation, religion, and many other parts of one’s identity. All of our employees’ points of view are key to our success, and inclusion is everyone's responsibility.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of EVERSANA to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for EVERSANA. The policy regarding requests for reasonable accommodations applies to all aspects of the hiring process. If reasonable accommodation is needed to participate in the interview and hiring process, please contact us at
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Remote working/work at home options are available for this role.
Oath Law & Oath Planning - Estate and Financial Planning
About The Role
We're looking for attorneys who want to help more people than they ever thought possible.
If you're drawn to client work, self-motivated, and want to be part of something that's reimagining how people approach their life and legacy, we'd like to talk. This is a front-facing role. You'll work directly with clients who are navigating some of life's most important decisions: how to protect what they've built, provide for the people they love, and create clarity for the future. No prior estate planning experience required—we'll teach you everything you need to know.
About The Team
Our team is made up of attorneys, financial advisors, and client service professionals all over the country who believe that we all get one short life, and that we should make the most of it. We help our clients prioritize what matters through estate and financial planning, all under one roof.
We care about doing work that matters. We also care about how we do it. That means supporting each other, staying curious, and showing up for our clients with the kind of presence they deserve. If you're someone who values collaboration over competition, effectiveness over busyness, and impact over appearances, you'll fit right in.
We believe in great freedom, great responsibility, and in doing the hard work first. We're committed to empowering our team to help thousands of people nationwide protect what matters to them.
What You'll Do
- Lead workshops and speaking events to educate potential clients on their estate and financial planning options
- Meet with clients in consultations, gather necessary information, and help clients take action
- Design and review personalized estate plans to ensure alignment with client goals
- Guide clients through document signing appointments, making sure they understand their plans completely
- Collaborate with attorneys, advisors, and staff to deliver seamless client service
- Maintain detailed electronic records of client meetings and communications
- Meet weekly with a mentor attorney for ongoing guidance and professional development
- Engage clients in integrated estate and financial planning discussions
- Respond promptly and thoughtfully to client needs via email and phone
What We're Looking For
- Juris Doctorate and active law license
- Strong communication, problem-solving, and time management skills
- Comfort with public speaking, persuasion, and education-based sales
- Proficiency in Microsoft Office and Apple software preferred
- Customer service experience preferred
- Willingness to work early evenings twice a month
- Reliable transportation—personal vehicle preferred
What We Offer
- Competitive base salary with performance-based profit sharing structure
- Continuous attorney mentorship and professional development
- Flexible PTO that recognizes and rewards longevity
- Health, dental, and vision insurance with company contributions
- 401(k) with matching
- Maternity and paternity leave after one year
- A culture-driven team where collaboration, respect, and shared purpose come first
Who Should Apply
This role is for attorneys who want their work to matter on a personal level. You're someone who sees work not as a series of transactions, but as an opportunity to guide people through some of the most important decisions they'll make. You're comfortable in front of a room, energized by teaching and conversation, and equally at ease in one-on-one consultations where trust is built.
We're growing quickly, expanding across the country, and building teams in new markets. When hired, we'll secure an office location convenient for you and your clients. You'll be supported by mentor attorneys and advisors as you grow within our team. If rethinking what the legal and finance industry looks like excites you, we'd love to hear from you.
