Sales Development & Intake Specialist

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Evaluate incoming inquiries from various sources including webinars, website, support desk, email, and affiliates while adhering to strict response-time SLAs.

• Establish trust, address objections, generate urgency, and understand prospects’ needs, goals, concerns, and readiness.

• Direct prospects towards suitable entry-level or core estate planning services.

• Implement multi-touch nurturing sequences through phone, email, and SMS communications.

• Accurately document all interactions in HubSpot in real time.

• Conduct preparation calls via Zoom and assist prospects in completing their Life & Legacy Asset Inventory and 95-Point Document Review.

• Arrange appointments for qualified prospects on the calendars of Personal Family Lawyer Firm Leaders.

• Execute pre-appointment discussions and reminders to enhance show rates.

• Collaborate with Firm Leaders and Client Success Directors regarding follow-ups and administrative billing after sessions.

• Assist with live chat, Q&A, and engagement during virtual workshops, webinars, and live marketing events.

• Carry out post-event outreach to convert attendees into qualification calls.

• Maintain pipeline statuses and submit daily activity reports.

• Engage in team performance evaluations and consistently enhance conversion skills.

⛳️ Requirements

• Minimum of 3 years of demonstrated experience in an SDR, appointment setting, customer intake, or phone-based sales position handling high volumes of touchpoints.

• Proficient active listening abilities and high emotional intelligence.

• Confidence in navigating sensitive financial and family discussions.

• Technical proficiency with CRM systems; HubSpot is preferred.

• Experience utilizing scheduling software and Zoom for video conferencing.

• Strong self-organization, attention to detail, and performance discipline in a fully remote environment.

• Capacity for high-volume phone outreach, typically exceeding 50 scheduled calls weekly, in addition to outbound phone, SMS, and email follow-ups.

• Availability to work at least 50% of hours during the hours of 9:00 AM–5:00 PM Eastern and maintain bookable times across Eastern and Pacific time zones.

• Experience with logging every call, note, disposition, and status update daily in HubSpot or a similar CRM.

• Comfort with call recording and receiving performance feedback.

• Willingness to engage in live webinars to moderate chat and respond to prospect Q&A.

• Openness to participate in Zoom interview role-play exercises.

• Must be legally authorized to work in the U.S. without current or future sponsorship.

• Must currently reside in the United States.

• Must provide a personal computer and internet connection that meets minimum requirements, including at least 16GB RAM.

🏝️ Benefits

• Variable incentive/bonus potential ranging from $12,000–$18,000+ annually based on objective metrics.

• Complete remote work flexibility.

• Comprehensive benefits package including health, dental, and vision coverage.

• Retirement program available.

• Flexible paid time off policy.

• Opportunities for professional growth and leadership development.

• Required software and system access provided.

• Reimbursement for reasonable and necessary business expenses as mandated by law.

• Pre-approved overtime compensated at 1.5 times the regular pay rate.