NetLaw

• Serve as the primary point of contact for newly registered advisors at your assigned partner firms • Conduct orientation calls to introduce advisors to the NetLaw platform, the three-meeting estate planning process, and their role as a referring partner • Facilitate attorney-advisor intro calls to establish relationships before a first client referral is made • Walk advisors through the pre-referral client checklist and estate planning needs assessment reference guide so they feel confident identifying and preparing clients • Track onboarding milestone completion in HubSpot and follow up proactively with advisors who are not progressing toward their first referral • Own advisor relationships from first referral through habitual usage across your assigned portfolio • Monitor advisor engagement in HubSpot — identifying dormant advisors early and executing re-engagement outreach before they go fully inactive • Serve as a knowledgeable, accessible resource for advisors with questions about estate planning, the referral process, or their clients' situations • Conduct monthly structured touchpoints with firm-level contacts at assigned partner firms — agenda-driven, not open-ended • Participate in advisor education programs — webinars, roundtables, and firm-level training sessions — as a NetLaw representative and relationship anchor • Follow up with advisors post-referral to ensure they remain engaged throughout their client's estate planning process • Alert advisors when their clients' plans are at risk of stalling and provide guidance on how to re-engage • Coordinate with the Client Success team on handoffs and ensure aligned communication between the advisor and the client-facing team • Flag advisor disengagement patterns before they impact plan completion rates • Surface patterns, friction points, and advisor feedback on a regular cadence • Maintain accurate, current records in HubSpot — referral activity, engagement tier, milestone completion, advisor notes, and firm-level context • Contribute to the ongoing refinement of onboarding processes, advisor education materials, and engagement sequences based on what you observe in the field • Support the VP of Advisor Success in building and improving the systems, playbooks, and content that make the function scalable

• Build relationships with insurance agents and financial professionals who serve Spanish-speaking families • Present NetLaw Legacy to agents at field marketing organizations, direct sales agencies, and independent brokerages • Conduct product demonstrations and training sessions in English and Spanish • Develop referral networks within Hispanic and Latino insurance and financial services communities • Collaborate with executive leadership on Spanish-market growth strategy • Meet or exceed monthly and quarterly sales targets • Maintain accurate records in CRM systems

• Plan, coordinate, and execute multi-channel marketing campaigns (e.g., social media, email, blog, video) • Write and manage various forms of content, including social posts, email newsletters, blog articles, website copy, and other marketing collateral • Support planning and delivery of webinars and events, including logistics and email promotion • Track and analyze performance metrics and derive actionable insights • Research target audiences, competitor activity, and industry trends • Provide general marketing operations support, including project management, vendor coordination, and budget tracking • Work closely with sales, product, legal, and design teams to bring campaigns to life and ensure brand alignment.

• Own the client experience during estate plan delivery • Serve as primary point of contact for clients throughout the estate planning process • Coordinate scheduling between clients and attorneys • Triage questions and route to appropriate teams promptly • Proactively communicate status updates and next steps • Identify and resolve friction points before they become complaints • Support onboarding of new users within partner firms