Insight Global is looking for a Paralegal to join the team of a leading estate planning firm. The firm is dedicated to helping their clients secure their future. We are looking for a motivated and knowledgeable individual to do the following:
What You'll Do:
Be the main point of contact for clients, guiding them through their estate planning needs.
Sell our estate planning services and products, customizing solutions for each client.
Collect and analyze data on clients' assets.
Work with our Senior Paralegal to manage files and ensure tasks are completed on time.
Keep detailed records of client interactions and case statuses.
Provide excellent customer service, addressing client questions and concerns promptly.
REQUIRED SKILLS AND EXPERIENCE
Bachelor's degree in law, finance, business, or a related field preferred.
Paralegal certification or associate's degree in paralegal studies is a plus.
At least two years of experience in estate planning, legal drafting, or financial planning preferred.
Proven sales experience with a track record of meeting or exceeding targets.
Strong knowledge of estate planning, insurance, retirement, and investment principles. Excellent verbal and written communication skills.
Proficiency in Microsoft Word, Outlook, Excel, and Adobe.
Experience with case management software is a plus.
Strong problem-solving skills and attention to detail.
Ability to work well in a fast-paced, team environment
Expected Salary: $60-$70k + commission