3Ls: Reminder, Apply by August 11 for Post-Grad Job in Estate Planning
3Ls, If you are interested in a post-grad job in estate planning, submit a Resume and Cover letter to Oath Law by 11:59pm on Sunday August 11 via Symplicity OCI (Fall 2019 OCI: August 26-30). More info on the position is below:
Memphis Area- Associate Estate Planning Attorney
POSITION SUMMARY:
We’re looking to expand our team of forward-thinking Attorneys and Advisors who desire to pursue a meaningful career impacting the estate and financial outcomes of clients. You will actively seek to bring on new clients by applying your communication and problem-solving skills to deliver estate planning legal services.
You will have a mentor attorney to work closely with you as you develop. You will be comfortable with public speaking, networking, relationship building, and education-based sales, influence, and persuasion. You will host and speak at company workshops throughout Memphis and the surrounding communities, meet with probable clients for first consultations, get them to sign up, and have interim meetings, as well as conduct estate plan design and document signing meetings with clients.
RESPONSIBILITIES:
· Host and speak at public workshops, educate probable clients about all of their estate planning options;
· Meet with probable clients for first consultations and gather all necessary information to make planning recommendations, and most importantly, get the client to overcome procrastination, and sign up;
· Meet with existing clients and review possible changes or upgrades to estate plan;
· Engage clients to move forward with preparation of estate planning documents;
· Review draft of estate plan to ensure that plan meets client’s needs and wishes, along with any recommendations made to client;
· Conduct document signing appointment with clients, including notarization of all documents, explaining the plan and how it was designed and answer any questions or address any concerns that they may have;
· Assess any opportunities to refer client to affiliated financial advisor and, if client is agreeable, set up free initial meeting with a financial advisor;
· Respond to any client phone calls or e-mails;
· Keep detailed notes of all meetings and phone calls electronically and make sure that notes are maintained inside the client file;
· Meet every week with a mentor attorney to discuss complicated client matters and get any technical questions answered;
· All other projects as assigned.
REQUIREMENTS:
• Ability to become a Tennessee licensed attorney by fall 2020
• Relationship-based sales, or related experience. Desire to build and grow a planning practice within the support of an experienced organization
• Team-oriented, honest and ethical
Job Type: Full-time, post-graduate
Address your cover letter to Maggie Foster, Recruitment Administrator; although this position is in Memphis, the firm’s main address is 1214 East 33rd Street, Tulsa, OK 74105. Interviews will be held via video conference on the morning of Friday August 30.
