Job Description

Davenport Legal LLC is a leading estate planning firm dedicated to helping our clients secure their future. We are looking for a motivated and knowledgeable Estate Planning Advisor to join our team.

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.

What We’re Looking For:

• 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

Job Type:

• Full-time

Schedule:

• Monday to Friday
• No nights or weekends

Compensation:

• From $50,000 per year
• Quarterly Bonuses
• Performance Bonus pay

Benefits:

• Paid time off
• A supportive and collaborative team environment.
• Professional development assistance

Work Location:

• In person, Norwalk, CT 06854 (reliable commute or planning to relocate before starting work required)

Schedule:

• 8 hour shift
• Monday to Friday

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