Sales Development Specialist

Job Summary

To drive growth for a remote law firm, the full-time Sales Development Specialist will qualify leads, engage prospects through various channels, and ensure families are prepared for Life & Legacy Planning Sessions.

Key Responsibilities

• Proactively engage inbound inquiries and qualify prospects based on their needs and readiness to proceed
• Conduct preparation calls and schedule appointments, ensuring high show rates for planning sessions
• Support marketing campaigns and maintain accurate CRM records of all interactions and pipeline statuses

Required Qualifications

• 3+ years of experience in a sales development, appointment setting, or customer intake role
• Strong active listening skills and high emotional intelligence for navigating sensitive discussions
• Technical proficiency with CRM platforms, preferably HubSpot, and video conferencing tools
• Demonstrated self-organization and performance discipline in a remote work environment
• Ability to engage prospects rapidly and maintain high conversion rates