Benefits:
401(k) matching
Bonus based on performance
Paid time off
Training & development
Monteforte Law, P.C. is looking for a Sales-Savvy Estate Planning Attorney
Are you an estate planning attorney with a flair for talking to clients and closing deals? Or maybe a solo practitioner who's tired of the grunt work that comes with running a practice? We're looking for someone like you to join our growing team in Woburn, MA. We're not just any law firm - we're the best one you'll ever work for. At Monteforte Law, P.C., we put our team first. We're committed to creating a workplace where employees thrive and live their best lives.
Interested candidates, please submit your resume, and include a customized cover letter detailing why you're the perfect fit for our firm. Also, let us know your favorite movie and why. Note: If you do not submit a cover letter, your application will not be reviewed.
About Us:
We specialize in developing estate plans for mid to high-earning individuals, families, and business owners. Our practice areas include wills, trusts, asset protection, wealth preservation, probate, MassHealth Medicaid applications, guardianship, and conservatorship.
What Sets Us Apart:
Our workweek is Monday-Thursday, 8 am to 5 pm, and Friday 8 am to 4 pm. We don't do nights or weekends. Ever.
We have unlimited paid time off.
Family comes first. We believe that time spent with loved ones and the opportunity to recharge leads to happier and more productive employees.
No endless phone calls or emails - all client meetings and calls are by appointment only!
We work hard but we make time for fun too.
We value your personal growth and offer ample opportunities for professional development.
What We're Looking for:
A go-getter with a passion for sales and the ability to "close the deal".
A minimum of 3 years of experience as an estate planning attorney.
Confidence, compassion, and the drive to help people.
Job Specifics:
Lead the sales process in the initial client meeting.
Propose and design tailored estate plans for clients.
Cultivate and nurture client relationships, referral partner relationships, and financial advisors and insurance/annuity brokers.
Contribute to our marketing efforts, including creating posts for social media platforms, writing articles, blogs, and case studies.
What We Offer:
Salary with bonus structure and commissions. The more you sell, the more you earn.
Training in drafting complex estate planning documents, MassHealth Medicaid applications, elder law practices, and legal marketing processes.
Specific Responsibilities:
· Engage clients to move forward with preparation of estate planning documents;
· Review draft of estate plan to ensure that plan meets client’s needs and wishes, along with any recommendations made to client;
· Respond to any client phone calls (scheduled only!) or e-mails;
· Meet every week with the Lead Attorney to discuss complicated client matters and get any technical questions answered;
· Meet weekly for attorney sales meeting;
· All other projects as assigned.
Required Skills:
Telephone/Meeting Etiquette, Oral Communication Skills, Written Communication Skills, Supervisory Skills, Legal Terminology, Interpersonal Skills, Organization, Planning, Proofreading and Grammatical Skills, Time Management, Computer Literacy, Type 45 WPM
Education and Training:
Licensed attorney by State Bar; experience in Trust, Wills & Probate preferred; knowledge of estate tax laws
Join Us:
We're serious about finding the right fit. Our hiring process will include at least 3 interviews as we seek a candidate who aligns with our business goals, core values, and culture.
Our dedication to Estate Planning and Elder Law makes us the best in the business. We have a strong reputation backed by over 100 five-star reviews. Learn more about us at www.MonteforteLaw.com and on YouTube. At Monteforte Law, we give our employees all the tools they need to succeed, both personally and professionally.