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Estate Planning Specialist

Legal Karma

Legal Karma

United States
Posted on Mar 22, 2025

Legal Karma is on a mission to democratize access to access to law by helping financial institutions become the natural providers of legal products. If you're looking for an opportunity to get in on a company early and work for a for-profit that feels like a non-profit, look no further!

We're looking for someone to join our existing Estate Planning team and work on selling Will and Trust products to users. This job is fully remote. The right candidate will be able to collaborate closely with the team and work independently on call-center-oriented sales.

Benefits: Competitive compensation to match experience and stock plans. All W-2 Legal Karma employees get access to generous PTO, 401k matching, and our favorite perk: unlimited professional development books.

What the job is:

  • You will push to meet commission-based sales goals by offering Will and Trust products to users.
  • You’ll work on the delivery of customer support for our estate planning products answering product questions and technical support.
  • You will take scheduled calls and inbound calls from customers across the US as they access the product.
  • You will make outbound calls to customers who have requested calls or are late stage with the product and are pending payment.
  • You will handle refund requests per the Terms of Service of the given customer.
  • Manage, track, and report deliverables and deadlines.
  • Communicate with precision, using reports and presentations as needed.

Who you are:

  • Ready to learn. You are ready to become an expert in Estate Planning SME and hold meetings with our customers to deliver our products and benefits.
  • Excellent communication. You are concise and know how to speak with senior leadership.
  • Energy and creativity. Ability to work in a high-energy, fast‐paced sales environment. You think out-of-the-box and wow people with your interesting angles and quality work.
  • Domain. Proficient with standard corporate productivity tools.
  • You are coachable. Legal Karma believes in growing you as a professional and as a human. To work here you must be coachable and focused on self-improvement.

Legal Karma Inc. is an equal-opportunity employer. We believe diversity and respect are key components in developing products that benefit us all.