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:<\/p>\n
Memphis Area- Associate Estate Planning Attorney<\/p>\n
POSITION SUMMARY:<\/p>\n
We\u2019re 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.<\/p>\n
You will have a mentor attorney to work closely with you as you develop.\u2028You will be comfortable with public speaking, networking, relationship building, and education-based sales, influence, and persuasion.\u2028You 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.<\/p>\n
RESPONSIBILITIES:<\/p>\n
\u00b7 Host and speak at public workshops, educate probable clients about all of their estate planning options;
\n\u00b7 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;
\n\u00b7 Meet with existing clients and review possible changes or upgrades to estate plan;
\n\u00b7 Engage clients to move forward with preparation of estate planning documents;
\n\u00b7 Review draft of estate plan to ensure that plan meets client\u2019s needs and wishes, along with any recommendations made to client;
\n\u00b7 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;
\n\u00b7 Assess any opportunities to refer client to affiliated financial advisor and, if client is agreeable, set up free initial meeting with a financial advisor;
\n\u00b7 Respond to any client phone calls or e-mails;
\n\u00b7 Keep detailed notes of all meetings and phone calls electronically and make sure that notes are maintained inside the client file;
\n\u00b7 Meet every week with a mentor attorney to discuss complicated client matters and get any technical questions answered;
\n\u00b7 All other projects as assigned.<\/p>\n
REQUIREMENTS:
\n\u2022 Ability to become a Tennessee licensed attorney by fall 2020
\n\u2022 Relationship-based sales, or related experience. Desire to build and grow a planning practice within the support of an experienced organization
\n\u2022 Team-oriented, honest and ethical
\nJob Type: Full-time, post-graduate<\/p>\n
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.<\/p>\n","protected":false},"excerpt":{"rendered":"
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