Commercial(e) F/H
Core
Managing a portfolio of protected heirs' files, handling calls, and selling private power of attorney contracts.
Role type
Commercial agent for legal protection services
Builds
Private power of attorney contracts for protected individuals
Domain
Legal services / Elderly care / Estate planning
Deliverable
client delivery
Required skills
File analysis, call management, contract sales, client meetings, regulatory compliance
Preferred skills
Autonomy, proposal generation, fluid team collaboration
Responsibilities
Writing informational letters, managing calls from protected heirs, selling private power of attorney contracts, analyzing files, meeting clients