Attorney, Communication Skills, Consultative Sales, Dental Insurance, Estate Planning, Exceeded Sales Goal, Follow Through, Health Insurance, Lead Generation, Legal, Organizational Skills, Sales Prospecting, Training/Teaching, Vision Plan
LOCATION
Clear Lake, TX
POSTED
30+ days ago
Benefits:
401(k)
401(k) matching
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Your Legacy Legal Care® – Houston, TX
Your Legacy Legal Care is growing, and we are looking for a relationship‑driven Attorney who thrives in client conversations, enjoys guiding families through important decisions, and is energized by a consultative, sales‑forward role. This position is ideal for an attorney who loves meeting with clients, designing plans, and explaining legal strategies without the burden of drafting documents.
About the Role
This attorney will serve as the first point of legal contact for prospective clients. You will conduct initial consultations, lead design meetings, and handle review/signing appointments. Your primary responsibility is to help clients understand their options, build trust, and guide them toward the right estate planning or elder law solution.
This is not a drafting role. Our drafting team handles all document preparation. Your focus is on client experience, education, and conversion.
Key Responsibilities
Conduct initial consultations with prospective clients (both in‑person and virtual)
Listen, assess, and recommend appropriate estate planning or elder law solutions
Lead design meetings to customize plans based on client goals
Conduct review and signing meetings with clarity and confidence
Collaborate with our drafting team to ensure accuracy and alignment
Maintain strong communication and follow‑through with clients
Meet or exceed conversion goals in a supportive, team‑driven environment
Represent the firm with professionalism, empathy, and warmth
What We’re Looking For
Licensed Texas attorney in good standing
Strong communicator with a natural consultative/sales style
Comfortable discussing fees, value, and next steps with clients
Confident leading conversations and simplifying complex legal concepts
Empathetic, patient, and client‑centered
Organized and able to manage multiple appointments daily
Estate planning or elder law experience is a plus, but not required we will train the right person
Why Join Us
No drafting responsibilities
Predictable schedule with steady client flow
Supportive team environment with dedicated drafting and operations staff
Competitive compensation with performance incentives