Remote Life & Legacy SDR & Intake Specialist
New Law Business Model (NLBM)
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Benefits offered by this job
Job summary
New Law Business Model (NLBM) is seeking an experienced Sales Development & Intake Specialist for its Personal Family Lawyer (PFL) division. You will own the front-end prospect journey, qualify inbound inquiries, and drive qualified prospects toward Life & Legacy Planning sessions with PFL firm leaders.
Responsibilities include multi-channel outreach, scheduling on calendars, and maintaining CRM hygiene. This is a fully remote, full-time role focused on high-volume outreach and revenue growth
Qualifications
- 3+ years of proven experience in an SDR, appointment setter, customer intake, or phone-based sales role handling high touchpoint volumes.
- Active listening skills and high emotional intelligence with the confidence to navigate delicate financial and family discussions.
- Technically fluent with CRM platforms (HubSpot preferred), scheduling software, and Zoom for virtual meetings.
- Strong self-organization and performance discipline in a 100% remote work setting.
Responsibilities
- Qualify inbound inquiries across channels and engage prospects within response-time SLAs.
- Schedule qualified prospects on Firm Leader calendars and manage pre-appointment conversations to maximize show rates.
- Provide live chat, Q&A, and outbound follow-ups to maintain pipeline momentum.
Skills
Tools
Job description
New Law Business Model (NLBM) is seeking an experienced Sales Development & Intake Specialist for its Personal Family Lawyer (PFL) division. You will own the front-end prospect journey, qualify inbound inquiries, and drive qualified prospects toward Life & Legacy Planning sessions with PFL firm leaders.
Responsibilities include multi-channel outreach, scheduling on calendars, and maintaining CRM hygiene. This is a fully remote, full-time role focused on high-volume outreach and revenue growth
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