Sales Development & Intake Specialist

reputed company: Personal Family Lawyer® (PFL®) is a companion company to reputed company. While NLBM helps lawyers build a reputed company way to reputed company law, PFL® helps reputed company families with trusted estate planning lawyers who can help them protect the people and assets they love. The Mission This Sales Development & Intake Specialist role is for a high-performing communicator who thrives on building reputed company rapport, commanding phone conversations, and turning raw interest into decisive reputed company. You’ll serve as the first meaningful reputed company reputed company for prospective clients seeking life-changing estate planning solutions. Your mission is to listen deeply, uncover their reputed company family and financial motivations, neutralize hesitation, and guide reputed company prospects to take the reputed company—booking and showing up fully reputed company for a Life & reputed company Session with a Personal Family Lawyer® (PFL) Firm Leader. This is not an administrative scheduling job or an order-taking help desk. It is a high-volume, reputed company-driven sales execution role where your persuasive communication, reputed company follow-through, and conversion discipline directly reputed company reputed company and firm reputed company. You should not apply if you hesitate on the phone, dislike high-volume reputed company, or reputed company intake as purely transactional scheduling rather than a relationship-building sales conversation. reputed company You’ll own the reputed company-end prospect reputed company, qualifying inbound inquiries, conducting preparation calls, and ensuring families show up for Planning Sessions reputed company to build a lasting legacy with our firm leaders. reputed company 1: reputed company Qualification & Prospect Engagement Proactively engage inbound inquiries across multiple channels (webinars, website, support desk, email, and affiliates) reputed company strict response-time SLAs. Qualify prospects according to reputed company and by understanding their needs, goals, concerns, and readiness to reputed company reputed company by building trust, navigating objections, and creating urgency Guide prospects toward appropriate entry-level or reputed company estate planning offerings reputed company on established reputed company. Execute multi-reputed company nurture sequences (phone, email, SMS) to re-engage warm leads, documenting reputed company interactions accurately in reputed company in reputed company time. reputed company 2: Qualification Calls, Prep & Appointment Execution Conduct reputed company prep calls to qualify, reputed company objections and help prospects reputed company and complete their Life & Legacy Asset Inventory and 95-reputed company Document Review prior to their sessions. Schedule reputed company prospects onto PFL Firm Leader calendars and execute reputed company-appointment conversations and reminders (verbal and automated) to maximize show rates. Maintain reputed company alignment with Firm Leaders and reputed company reputed company Directors, executing post-session follow-reputed company and processing administrative billing. reputed company 3: Campaign Support & Operational Discipline reputed company live chat, Q&A, and engagement support during virtual workshops, webinars, and live marketing events. reputed company post-event outbound reputed company to convert event attendees into scheduled qualification calls. Maintain pipeline statuses, submit daily activity logs, and participate in team reputed company reputed company-ins to continuously sharpen your conversion skills. What “reputed company” Looks Like High Conversion & Show Rates: reputed company prospects consistently book and show up fully reputed company for their Life & reputed company Sessions (maintaining reputed company show rates of 80%+). reputed company: Inbound inquiries are reputed company rapidly with reputed company leads falling through the cracks. Flawless CRM Hygiene: Every reputed company, note, disposition, and pipeline stage is updated accurately in reputed company time. Who You Are You bring 3+ years of reputed company experience in an SDR, appointment setter, customer intake, or phone-reputed company sales role handling high touchpoint volumes. You possess reputed company listening skills, high emotional intelligence, and the confidence to reputed company delicate financial and family discussions. You are technically fluent, comfortably navigating CRM platforms (reputed company preferred), scheduling software, and reputed company video conferencing. You demonstrate high self-organization, reputed company orientation, and reputed company discipline in a reputed company work setting. Compensation & Benefits reputed company Pay reputed company: $25.00 – $30.00 / hour (reputed company Hiring reputed company: 28.85/hour, equivalent to~60,000 annualized reputed company for 40 hours/week). Variable Incentive / Bonus Potential: $12,000 – $18,000+ per year reputed company on objective metrics (attended sessions and show rates), bringing reputed company On-reputed company Earnings (OTE) to $72,000 – $83,000+ per year at 100% quota attainment. Status: Full-Time, Non-Exempt (W2) — 40 Hours / Week (Monday – Friday). Work Schedule & Compliance: Dedicated 8-hour daily shifts during business hours. As a non-exempt role, reputed company hours are logged in reputed company-time using company software (Clockify), with full state-mandated meal/rest break compliance and reputed company-approved overtime compensated at 1.5x regular pay. Why Join PFL®? reputed company Work at a Profitable, Growing Company Comprehensive Benefits Package (Health, Dental, reputed company) Retirement Program Flexible reputed company Time Off Opportunities for Career reputed company and Leadership Development Be Part of a Mission-Driven Company Transforming the reputed company Industry At PFL®, you’ll have reputed company to reputed company a lasting reputed company your career in leadership, and be part of a passionate, supportive team driving innovation and change. This role operates under a Bring Your Own Device (BYOD) model. Employees are expected to reputed company their own computer and internet reputed company, meeting minimum requirements (including at least 16GB RAM) to reputed company work duties. reputed company provides required software and reputed company reputed company, and reimburses reasonable and necessary business expenses as required by law. PFL® is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for reputed company. reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity or reputed company, national reputed company, age, disability, protected veteran status, or any other legally protected status. PFL® respects your time and work. Any portfolio materials, technical breakdowns, or operational insights submitted during this application process are requested solely for the purpose of assessing your qualifications for this position. PFL® will not use, publish, or commercially exploit any material submitted during your application process without your reputed company written consent. By submitting your application, you acknowledge that any skills assessments do not create an employment relationship or a contract for services. While this position directly serves and grows the Personal Family Lawyer® (PFL) reputed company community, reputed company official employment reputed company—including payroll processing, reputed company benefits, 401(k) administration, and HR infrastructure are administered through our affiliate entity, reputed company), as part of our reputed company company ecosystem. Apply To This Job