Impactful Inside Sales Rep for Estate Planning Consultations

ELG Estate Planning; Spokane (WA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Simple IRA with 3% match

Paid vacation (2 weeks)

Paid sick leave (Washington)

Job summary

ELG Estate Planning in Spokane, WA is seeking an Inside Sales Representative to convert qualified inquiries into scheduled consultations and guide prospective clients through their first steps in the planning process.

You will own the inbound lead pipeline, qualify prospects, and schedule consultations while maintaining accurate CRM notes and communicating with the attorney team to ensure a smooth handoff.

Qualifications

• 2+ years of sales experience, including prospecting and follow-through.
• Ability to connect with people over the phone and via email.
• Excellent verbal and written communication skills.

Responsibilities

• Respond to inbound leads with urgency and professionalism.
• Qualify prospective clients and schedule consultations.
• Build rapport and uncover client needs in discovery conversations.

Skills

Prospecting leads

Qualifying leads

CRM (HubSpot)

Verbal communication

Written communication

Time management

Independent work

MS 365

Tools

HubSpot

Microsoft 365

Video conferencing

Job description

ELG Estate Planning in Spokane, WA is seeking an Inside Sales Representative to convert qualified inquiries into scheduled consultations and guide prospective clients through their first steps in the planning process.

You will own the inbound lead pipeline, qualify prospects, and schedule consultations while maintaining accurate CRM notes and communicating with the attorney team to ensure a smooth handoff.