Note: The job is a remote job and is open to candidates in USA. Personal Family Lawyer (PFL), a companion company to New Law Business Model, connects families with trusted estate planning lawyers. The Sales Development & Intake Specialist engages and qualifies prospective clients, conducts preparation calls, addresses objections, and schedules qualified prospects for Life & Legacy Planning Sessions. The role also supports events, manages follow-ups, and maintains accurate CRM and pipeline records.
Responsibilities
- Proactively engage inbound inquiries across multiple channels (webinars, website, support desk, email, and affiliates) within strict response-time SLAs
- Qualify prospects according to criteria and by understanding their needs, goals, concerns, and readiness to move forward by building trust, navigating objections, and creating urgency
- Guide prospects toward appropriate entry-level or core estate planning offerings based on established criteria
- Execute multi-touch nurture sequences (phone, email, SMS) to re-engage warm leads, documenting all interactions accurately in HubSpot in real time
- Conduct Zoom prep calls to qualify, navigate objections and help prospects navigate and complete their Life & Legacy Asset Inventory and 95-Point Document Review prior to their sessions
- Schedule qualified prospects onto PFL Firm Leader calendars and execute pre-appointment conversations and reminders (verbal and automated) to maximize show rates
- Maintain direct alignment with Firm Leaders and Client Success Directors, executing post-session follow-ups and processing administrative billing
- Provide live chat, Q&A, and engagement support during virtual workshops, webinars, and live marketing events
- Perform post-event outbound outreach to convert event attendees into scheduled qualification calls
- Maintain pipeline statuses, submit daily activity logs, and participate in team performance check-ins to continuously sharpen your conversion skills
Skills
- You bring 3+ years of proven experience in an SDR, appointment setter, customer intake, or phone-based sales role handling high touchpoint volumes
- You possess active listening skills, high emotional intelligence, and the confidence to navigate delicate financial and family discussions
- You are technically fluent, comfortably navigating CRM platforms (HubSpot preferred), scheduling software, and Zoom video conferencing
- You demonstrate high self-organization, detail orientation, and performance discipline in a 100% remote work setting
- Dedicated 8-hour daily shifts during business hours
- This role operates under a Bring Your Own Device (BYOD) model. Employees are expected to provide their own computer and internet connection, meeting minimum requirements (including at least 16GB RAM) to perform work duties
Benefits
- Variable Incentive / Bonus Potential: $12,000 – $18,000+ per year based on objective metrics (attended sessions and show rates)
- 100% Remote Work at a Profitable, Growing Company
- Comprehensive Benefits Package (Health, Dental, Vision)
- Retirement Program
- Flexible Paid Time Off
- Opportunities for Career Growth and Leadership Development
- Pre-approved overtime compensated at 1.5x regular pay
- The company provides required software and system access
- Reimburses reasonable and necessary business expenses as required by law
Company Overview