This full-time sales role supports a fast-growing estate planning and probate law firm in Mission Valley. The position involves conducting in-person consultative meetings to perform needs analyses, maintaining lead tracking systems, and following up with prospective clients to facilitate engagement. The role also includes facilitating workshops and webinars while strictly adhering to ethical guidelines that prohibit providing legal advice. The position is appealing for its focus on helping clients secure their legacy and offering comprehensive training in a supportive, mission-driven environment. Success requires a compassionate, goal-oriented individual with a background in professional services sales. The role is based on-site with occasional travel required for training.