Offer summary
Qualifications:
Active membership with the New Hampshire State Bar, 3-5 years of estate plan drafting experience, Knowledgeable about probate, taxation, and asset protection, Comfortable conducting virtual consultations, Familiarity with Microsoft products and CRMs.Key responsabilities:
- Add new estate planning clients each week
- Conduct 100% virtual/telephonic consultations
- Ensure smooth client experience from marketing to settlement