Legal Karma is on a mission to democratize access to law by helping financial institutions become the natural providers of legal products. If you're looking to get in early on a company that feels like a non-profit but operates like a business, look no further!
We're looking for a bilingual (English/Spanish) Estate Planning Specialist I to serve as the first point of contact for our members. This is a full-time, remote position with hours of 10am–7pm EST, with a clear path to grow into an ESP II or ESP III role.
Benefits: Competitive compensation, generous PTO, and unlimited professional development books.
What the job is:
- Handling live calls and Intercom chats as the first point of contact for members
- Educating members on estate planning and the value of having a plan
- Supporting members through the sales process and driving conversion
- Following up with interested members to keep the momentum
- Bringing a solution-oriented mindset to help improve how we support members as we grow
Who you are:
- Customer support background — prior experience required; estate planning knowledge is a bonus
- Bilingual — fluent in English and Spanish
- Strong communicator — professional, concise, and confident with members and leadership
- Fast learner and tech-savvy — comfortable picking up new tools and platforms quickly; no prior experience with our systems required
- Coachable — eager to grow; feedback and development are core to how we work here
- Adaptable — we're a startup, which means things evolve quickly; you're comfortable with change and can thrive in a dynamic environment
