Job Description
Job Description
Are you a proven closer comfortable selling high-priced services and guiding clients through emotionally significant decisions?
Grimaldi Law Firm is seeking an experienced inside sales professional to convert warm inbound leads into premium estate planning clients. This role requires confidence, emotional intelligence, and a disciplined approach to follow-up.
You are not selling a commodity.
You are helping families protect wealth, reduce future conflict, and secure peace of mind.
About Grimaldi Law Firm
Grimaldi Law Firm is a fast-growing, mission-driven firm providing premium estate planning and wealth-protection services throughout Florida. We believe in Legacy, Leadership, Protection, and Elevation.
If you’re ready to close meaningful, high-impact deals—apply now.
Compensation:
$100,000 OTE + bonus
Responsibilities:
- Update customer database regularly to provide the most up-to-date client information to the sales team
- Qualify incoming leads so appointments are arranged as fast as possible to provide an excellent customer service experience
- Record monthly and quarterly sales and performance goals to ensure they are being met
- Funnel new qualified leads into the sales pipeline by following up with each prospect via email, phone calls or other forms of communication
What You’ll Do
- Convert warm, qualified leads into closed estate planning engagements
- Conduct consultative sales calls with families and affluent clients
- Confidently present premium service options and guide decision-making
- Maintain disciplined follow-up and pipeline momentum
- Manage CRM (HubSpot) with accuracy; track KPIs and forecasts
- Ensure smooth handoff to the legal team after closing
Qualifications:
- Proven track record of at least 2 years of experience in a sales position or related field
- High school diploma or equivalent required, college degree preferred
- Working knowledge of the sales process and CRM software
- Must have a valid U.S. driver’s license and be able to travel by car
- Great time management, interpersonal, and communication skills, both written and verbal
- Proven success in consultative, high-value sales
- Experience in legal, financial, insurance, or similar industries preferred
- Strong communication, discovery, and objection-handling skills
- Proficiency with CRM systems (HubSpot preferred)
This Role Is Not for You If
- You need constant direction or oversight
- You avoid direct conversations or objection handling
- You struggle with fast-paced pipelines or consistent follow-up
This Role Is for You If
- You have 2+ years of high-ticket B2C closing experience
- You are comfortable selling services priced in the thousands
- You handle sensitive conversations with professionalism and confidence
- You thrive in a performance-based, metrics-driven environment
- You are disciplined, persuasive, and results-focused
About Company
Grimaldi Law Firm isn’t your typical legal shop—we’re a fast-growing, mission-driven firm that’s redefining what it means to support families through life’s biggest decisions.
From estate planning to real estate closings, we help people protect what matters most and build lasting wealth.
And we don’t stop there. Our team is passionate about helping families prepare for the “what-ifs” in life with customized, full-service estate and trust solutions that bring peace of mind, transforming how families build and protect their legacy. We provide premium estate planning, seamless real estate closings, and wealth-protection legal services throughout Florida.
Grimaldi Law Firm is a fast-growing, mission-driven firm
We believe in: Legacy. Leadership. Protection. Elevation.
If you're ready to join a high-performance team and close meaningful, high-impact deals—apply now and bring your A-game.