Sales Development & Intake Specialist at Newlawbusinessmodel

Are you a high-energy communicator who loves turning raw interest into meaningful action? At Personal Family Lawyer® (PFL®), we are on a mission to connect families with the legal support they need to protect their loved ones and assets. We are a companion company to New Law Business Model, and we are looking for a sharp, persuasive individual to join our team as a Sales Development & Intake Specialist. If you thrive on building instant rapport and want to play a key role in helping families secure their legacies, we want to hear from you.

Role at a glance

This is a full-time, remote position designed for a mid-level professional with at least 24 months of relevant experience. You will serve as the first point of contact for prospective clients, acting as a vital link between initial interest and life-changing estate planning sessions. Because we operate as a 100% remote team, you can work from anywhere while contributing to our growing, mission-driven organization.

Your impact

• Lead Qualification & Engagement: You will proactively manage inbound inquiries from webinars, our website, and other channels, using your skills to build trust, handle objections, and guide prospects toward the right solutions.
• Appointment Execution: You will conduct Zoom preparation calls to ensure prospects are fully ready for their sessions, managing the scheduling process and maintaining high show rates through consistent follow-through.
• Operational Excellence: You will maintain meticulous records in HubSpot, support live marketing events, and ensure our sales pipeline remains accurate and up to date.

What you'll need

We are looking for someone who is comfortable in a high-volume, performance-driven environment. You should be a fluent English speaker with a knack for navigating sensitive financial and family conversations with empathy and confidence. You must be technically proficient with CRM tools like HubSpot and comfortable using Zoom for video conferencing. Most importantly, you need to be highly organized and disciplined, as you will be managing your own workflow in a remote setting.

Perks and compensation

The base pay range for this position is $60,000 to $83,000 per year, which includes both your base salary and variable incentive potential based on performance metrics. In addition to competitive pay, we offer a robust benefits package to support your well-being and long-term goals:

• Medical, dental, and vision insurance.
• 401k retirement program.
• Flexible paid time off.
• Opportunities for professional development and career growth.
• The ability to work 100% remotely.