Remote SDR: Life & Legacy Planning Intake

newlawbusinessmodel

United States

Remote

USD 34,000 - 41,000

Full time

14 days+

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Benefits offered by this job

Health, dental, vision

Retirement program

Flexible PTO

Career growth

Leadership development

Job summary

New Law Business Model seeks a Sales Development & Intake Specialist who excels at building instant rapport and driving qualified prospects to book Life & Legacy Planning Sessions with a Personal Family Lawyer firm leader.

You’ll own the front-end prospect journey, qualify inquiries, and guide families toward appropriate estate planning offerings, all from a 100% remote setting with high-volume outreach and strict response-time SLAs.

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 to navigate delicate financial and family discussions.
Technically fluent with CRM platforms (HubSpot preferred), scheduling software, and Zoom.
100% remote work setting with strong self-organization and performance discipline.

Responsibilities

Qualify inbound inquiries and conduct preparation calls within SLAs.
Schedule qualified prospects onto Firm Leader calendars and perform pre-appointment conversations.
Maintain CRM hygiene with real-time updates of calls, notes, and dispositions.
Provide live chat, Q&A, and engagement support during virtual events.
Perform post-event outbound follow-ups to convert attendees into qualified calls.