Associate Sales Attorney

Oath Law & Oath PlanningHelp more people than you can ever imagine. If you have charisma, are hardworking, love working with people, and want to work with an amazing team of likeminded people changing the world, well show you how.At Oath we believe that we all get one short life and that you should make the most of it. We help our clients prioritize their lives through estate and financial planning.We believe in great freedom and great responsibility. We believe in doing the hard work first. We believe there is a difference between busyness and effectiveness. We believe in empowering our team to help thousands of people nationwide.We're looking for forward-thinking attorneys who desire to pursue a meaningful career impacting the estate and financial outcomes of our clients.You will actively seek to bring on new clients by applying your communication, problem-solving, and persuasion skills to deliver an exceptional estate and financial planning experience.This position is a HYBRID. When youre hired, we will locate and lease an office convenient for you and our clients.You will host and speak at workshops throughout your metro-area, meet in person with probable clients for first consultations, inspire clients to take next steps, retain clients through your influence, conduct interim meetings, consult and design individualized estate plans, and document signing meetings with clients.You will have mentor attorneys and advisors to work closely with you as you develop.If you are comfortable with public speaking, delivering legal advice, education-based sales, influence, and persuasion, apply now.If you are energized by helping others, making an impact on their community, and collaborating with a team of all-stars with the same mission and values in mind, apply now.Responsibilities:Hosting and speaking at public workshops, educate probable clients about all of their estate and financial planning optionsMeeting with probable clients for first consultations and gathering all necessary information to make planning recommendations, and most importantly, aiding with the client to overcome procrastination and retainEngaging clients to move forward with preparation of estate planning documentsReviewing drafts of the estate plan to ensure the plan meets client needs and wishesUtilizing your legal technical knowledge fiduciary responsibility to make recommendations to clients in order to create an exceptional, individualized planConducting document signing appointments with clients including notarization of all documents while also explaining the plan, how it was designed based on their wishes and needs, and answering and addressing any and all concernsAssessing any opportunities to provide integrated estate and financial planningRecording detailed notes of all meetings and phone calls electronically within our client databaseMeeting weekly with assigned mentor attorney to discuss any complicated client matters and obtain answers to technical legal questions and/or concernsCommunicating with clients, attorneys, financial advisors, and staffResponding to client requests and needs via email and telephoneWorking collaboratively with your teamRequirements:· Excellent time management, problem-solving, and communication skills· Juris Doctorate and Licensed as an Attorney· Computer skills including experience with Microsoft Office and Apple· Ability to work early evenings twice a month required· Customer service experience· No estate planning specific experience neededCompensation & Benefits:· Generous Base With Bonus, Based on Experience· Continuous & Ongoing Attorney Mentorship· Flexible PTO· Health Insurance with Company Contributions to Premiums· Dental Insurance· Vision Insurance· Maternity/Paternity Leave After 1 Year of Employment· 401k with Matching Benefits

Created: 2025-01-15