Remote Estate Planning Consultative Closer

Smart Systematic Recruiting; Bogotá; Remote; COP 158.203.000 - 253.125.000; Vollzeit

Zusammenfassung

Sverdlov Law, a New York estate planning firm, seeks an Inside Sales Representative to engage qualified prospects and move them toward a paid strategy session with an attorney. This is a fully remote, full-time role conducted during Eastern Time business hours.

You will listen deeply, articulate our process clearly, handle questions about services and pricing, and maintain a proactive follow-up strategy to advance relationships while upholding client trust and integrity.

Qualifikationen

• 2+ years of phone- or video-based sales experience in professional services or related fields.
• Proven ability to convert qualified leads through consultative conversations.
• Strong closing skills and ability to discuss pricing confidently.
• Excellent listening, empathy and emotional intelligence.

Aufgaben

• Conduct video sales consultations with qualified prospective clients.
• Build rapport and uncover families’ goals, concerns, and priorities.
• Explain services, process, and value clearly without giving legal advice.
• Guide clients toward scheduling a paid strategy session with an attorney.
• Address questions and price concerns without high-pressure tactics.
• Maintain personalized follow-up with prospects not ready to move forward.
• Manage a sales pipeline and keep CRM notes up-to-date.
• Identify when a prospect isn’t a good fit and communicate this clearly.
• Provide attorneys with a clean handoff when moving forward.
• Track activity, consultations, follow-up, and conversions.
• Build professional relationships to support firm growth.

Kenntnisse

Phone/Video sales

Consultative selling

Closing skills

CRM discipline

Lead qualification

English fluency

Tools

CRM systems

Jobbeschreibung

Sverdlov Law, a New York estate planning firm, seeks an Inside Sales Representative to engage qualified prospects and move them toward a paid strategy session with an attorney. This is a fully remote, full-time role conducted during Eastern Time business hours.

You will listen deeply, articulate our process clearly, handle questions about services and pricing, and maintain a proactive follow-up strategy to advance relationships while upholding client trust and integrity.