Estate Planning SDR – Fast-Track Consultations

ELG Estate Planning; Spokane (WA); On-site; USD 46,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Simple IRA with 3% match

Two weeks paid vacation

Sick leave and holidays

Job summary

ELG Estate Planning in Spokane, WA is seeking a Sales Development Representative to convert inbound inquiries into consultations. You will own the inbound lead pipeline from first contact through scheduling, responding quickly, building trust, and following up across calls, emails and texts.

The ideal candidate has 2+ years in sales, excellent communication, and strong organizational skills. You’ll work a Monday–Friday schedule 8:30 AM–5:00 PM Pacific, collaborating with our attorney team to

Qualifications

• 2+ years of sales experience including qualifying, setting consultations and follow-through.
• Excellent verbal and written communication skills.
• Strong organizational habits and meticulous attention to detail.
• Genuine passion for making a positive difference in people’s lives.
• Professional, positive, enthusiastic approach to every interaction.
• Ability to receive feedback and improve quickly.
• Self-motivated and able to manage competing priorities.
• Comfort with HubSpot and virtual communication tools.

Responsibilities

• Respond to inbound leads with urgency and professionalism.
• Qualify prospects and identify opportunities to schedule consultations.
• Build rapport and conduct structured discovery conversations.
• Follow up across multiple channels to schedule and move prospects forward.
• Manage top-of-funnel activity in the HubSpot pipeline.
• Drive consultation attendance and ensure smooth handoff to attorneys.

Skills

2+ years sales

Excellent communication

Strong organization

Self-motivation

HubSpot

Microsoft 365

Follow-up discipline

Tools

HubSpot

Microsoft 365

Job description

ELG Estate Planning in Spokane, WA is seeking a Sales Development Representative to convert inbound inquiries into consultations. You will own the inbound lead pipeline from first contact through scheduling, responding quickly, building trust, and following up across calls, emails and texts.

The ideal candidate has 2+ years in sales, excellent communication, and strong organizational skills. You’ll work a Monday–Friday schedule 8:30 AM–5:00 PM Pacific, collaborating with our attorney team to