Atticus Lawyer Coaching

Attorney

• Manage client matters from beginning to end.
• Conduct consultations, design meetings, follow up discussions, and signing appointments.
• Draft wills, trusts, powers of attorney, and related documents.
• Guide clients through Medicaid planning.
• Manage estate, probate, and trust administration.
• Lead the Brooklyn office and coordinate with the intake coordinator.
• Work with leadership on workflow, client experience, and future office growth.

Attorney – Estate Planning, Elder Law

Account Executive

• At Atticus, Inc.: empowers attorneys with coaching, training, and resources to build successful law firms and fulfilling lives
• Collaborative virtual team valuing innovation, client-centeredness, and long-term relationships
• Position overview: Sales Executive connecting with attorneys nationwide to introduce Atticus coaching programs
• Build long-term relationships with attorneys and law firm decision-makers
• Conduct outbound calls, emails, and follow-ups to engage potential clients and promote coaching programs and events
• Use a consultative sales approach to uncover client needs, present solutions, and guide attorneys through decision-making
• Promote and attend live and virtual events, workshops, and seminars to generate and nurture leads
• Manage pipeline accurately and keep detailed activity records in the CRM
• Travel occasionally for events, client meetings, and industry conferences

Attorney – Estate Planning, Elder Law

Sales Executive, Legal Coaching Services