Job Description

Who We Are

Are you looking to be part of a mission-driven, fast-growing tech company? ClearEstate is redefining estate planning and settlement with cutting-edge technology and compassionate support. We're looking for driven individuals who want to make a real difference in people’s lives during life’s most important moments. Join us in transforming how families across North America navigate the estate process—with clarity, confidence, and care.

ClearEstate’s mission is to provide compassionate guidance in life’s most important moments. We empower families and executors with a transparent, tech-enabled approach to estate planning and settlement—offering clarity, confidence, and support every step of the way.

ClearEstate respects individual differences and guarantees equal opportunities and inclusion. Therefore, all applications are treated equally and recruitment is based solely on skills and experience. Accessibility accommodations offered upon request.

What We Offer

• The opportunity to be a part of something big and meaningful with a positive impact.
• Opportunities for growth and access to a great network of professionals.
• Transparent overall compensation package, offering fully funded benefits and insurance plans, along with both Health and Lifestyle spending accounts.
• Promotion of work life balance with 4 weeks vacation and 6 flex days.
• Virtual and in-person team building activities.
• A friendly work environment that has diversity and inclusion at the heart of our priorities.

Reporting to the Sales Manager, this person will play a key role in expanding ClearEstate’s presence in the Canadian market.

This role blends direct-to-family sales with partnership development. Working closely with our Partnerships team, you will focus on leading strategic consultations with wealth advisors and their clients to identify needs, position our solutions, and close new business.

Key Responsibilities

• You will play a meaningful role in helping families during a pivotal time, while contributing to the growth of ClearEstate.
• Expertly lead discovery and consultation calls with empathy and clarity, identifying client needs and recommending appropriate estate solutions.
• Manage the full sales cycle in both direct-to-consumer and referred-lead contexts, from first contact to closing.
• Build tailored, complex service proposals independently.
• Collaborate cross-functionally to improve our service offering and refine messaging based on client feedback.
• Demonstrate sound knowledge of estate planning and settlement, adapting to jurisdictional nuances across Canada and the US.
• Identify opportunities to optimize the sales process through feedback, data, and collaboration.
• Maintain up-to-date CRM records and manage pipeline efficiently.
• Maintain consultation availabilities during standard business hours.

Who You Are

• 2-5 years of relevant experience
• Organized and results-driven
• Strong in closing
• Comfortable working in a high-volume inbound lead environment
• Ability to manage external relationships
• Demonstrated ability to build trust quickly
• Curious, eager to learn, and a strong team player
• Proficient with digital tools, CRM systems, and structured sales processes
• Ability to work western business hours, one day per week (12pm to 8pm EST)