Legacy Planning Advocate / StrategistAbout LegacyGuard
LegacyGuard Estate Planning helps individuals and families complete estate planning through a process that feels understandable, organized, and human.
We are looking for a confident, relationship-focused professional who can guide prospective clients from their first conversation through enrollment. This position combines thoughtful discovery, plain-language education, consultative sales, and consistent follow-up.
The right person will be comfortable discussing sensitive family and financial matters, explaining unfamiliar concepts clearly, and helping people move forward without pressure or fear-based sales tactics.
What You’ll Do
- Speak with individuals and families who are considering estate planning
- Ask thoughtful questions to understand each prospective client’s family, concerns, priorities, and planning goals
- Explain LegacyGuard’s services, packages, pricing, and process in clear, approachable language
- Educate prospective clients on general estate-planning concepts without providing legal, tax, investment, or financial advice
- Recommend the appropriate LegacyGuard service based on the client’s expressed needs and company guidelines
- Address questions and concerns with patience, accuracy, and professionalism
- Guide qualified clients through the enrollment and payment process
- Follow up consistently with prospective clients who are not yet ready to move forward
- Develop opportunities through outreach, networking, referrals, relationship building, and approved marketing efforts
- Maintain complete and accurate notes, follow-up tasks, and pipeline information in the company CRM
- Coordinate clear handoffs to the appropriate client-service team members
- Participate in required training, call reviews, coaching, and team meetings
- Recognize situations that require additional review and promptly escalate legal, tax, financial, special-needs, incapacity, or complex family questions
What Success Looks Like
- Prospective clients feel heard, respected, and properly informed
- Estate-planning concepts are explained accurately without unnecessary jargon
- Follow-up is timely, organized, and consistent
- CRM records and client handoffs are complete and usable
- Company procedures and professional boundaries are followed
- Feedback is applied consistently
- Individual activity, pipeline, and enrollment goals are met
- Opportunities are developed responsibly rather than waiting passively for every lead
Required Qualifications
- Strong verbal and written communication
- Ability to make complex information understandable
- Demonstrated reliability, organization, and follow-through
- Confidence discussing death, incapacity, family relationships, property, and finances with tact
- Comfort with consultative sales, proactive outreach, follow-up, and asking prospective clients to make a decision
- Strong listening skills and the judgment to recognize when a question falls outside the position’s authority
- Ability to learn and use CRM, calendar, communication, and payment systems
- Commitment to confidentiality, accuracy, ethical conduct, and continued coaching
- Availability for scheduled client consultations, training, and team meetings
Preferred Experience
- Consultative sales or another relationship-based sales environment
- Financial services, insurance, legal services, real estate, healthcare, family services, or a related client-facing field
- Pipeline management and structured discovery conversations
- CRM systems and scheduled client consultations
- Estate-planning concepts or the ability to complete intensive training
Training and Support
LegacyGuard provides structured training on the company’s services, client experience, estate-planning fundamentals, systems, communication standards, and professional boundaries.
Candidates must complete the assigned training and demonstrate readiness before independently leading client consultations. Training may include observed calls, role-play, supervised client conversations, coaching, and knowledge checks.
Compensation
Complete compensation terms, eligibility requirements, and payment procedures will be reviewed during the selection process and provided in writing before an offer is accepted.
Who We’re Looking For
This opportunity is best suited for someone who combines warmth with accountability. You should be able to build trust without sounding scripted, create momentum without applying inappropriate pressure, and work independently while respecting company standards.
LegacyGuard values people who bring initiative, ideas, and responsible ambition to their work. There is room to develop your strengths, build relationships, and create additional opportunities within the company’s brand, compliance, and client-service expectations.
How to Apply
Please submit your resume along with a brief explanation of why your experience would translate well to a relationship-centered estate-planning role.
LegacyGuard evaluates candidates based on communication, judgment, initiative, ethical sales practices, organization, follow-through, coachability, and relevant experience.
Benefits:
- Employee discount
- Flexible schedule
- Referral program
Work Location: Hybrid remote in New Albany, OH 43054
