Insight Global is looking for a Paralegal to join the team of a leading estate planning firm. The firm is dedicated to helping their clients secure their future. We are looking for a motivated and knowledgeable individual to do the following:
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.
REQUIRED SKILLS AND EXPERIENCE
• 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
Expected Salary: $60-$70k + commission
About us: Ministorage is a start-up company in the self storage business, based in Shanghai. We are looking for a strongly motivated web design intern to contribute to the development of our web site.
...radiopharmaceutical company in the nation, is seeking a Full Time driver for its Plainview, NY location. The hours of this position... ...provides hope to patients who depend on our pharmaceutical delivery of imaging and theragnostic agents. You will drive one of our modern...
...The Role We're looking for a Principal Product Designer to own the emotional heart of our product. Youll be responsible for designing intuitive, delightful, and deeply engaging interfaces and interactions that form real emotional bonds between users and AI companions...
...Lead Product Designer Shape the future of our Marketplace, a hub for customers to discover, try, and procure innovative software solutions built by us and our partners, elevating the power and value of the enterprise SaaS company's platform. Were seeking a passionate...
...assessment may present with regards to indications like social anxiety disorder, PTSD, and borderline personality disorder. No experience administering research assessment scales or psychology licensure are required to apply. The client will provide ongoing...