Senior Sales Development Representative

Role Overview

• Respond to all inbound inquiries within the same business day
• Conduct discovery conversations and qualify prospective clients
• Schedule, confirm, and manage consultations for both service lines
• Maintain a minimum of:
• 15 qualified leads contacted weekly for Tax & Contracts
• 15 qualified leads contacted weekly for FlatRateTrusts.com
• 30 total qualified lead contacts per week
• Ensure at least 12 confirmed consultations completed weekly
• Manage a target of 50 completed consultations per month
• Follow up on 100% of proposals within 48 hours of delivery
• Convert inquiries into signed engagements for estate planning services
• Maintain and update CRM systems daily with accurate pipeline activity
• Coordinate across two active pipelines simultaneously:
• B2B tax and business advisory
• B2C estate planning
• Assist with payment collection and engagement agreement execution
• Handle objections professionally and move opportunities forward confidently
• Collaborate closely with the Managing Attorney and operations team

Requirements

• 1–3 years of SDR, appointment setting, sales development, or consultative sales experience
• Proven experience selling intangible or high-trust services
• Strong discovery call and objection-handling abilities
• Comfortable discussing sensitive financial, legal, or business matters
• Excellent English communication skills (written and verbal)
• Ability to independently manage multiple pipelines and priorities
• Strong organizational and follow-up discipline

** Experience using: **

• Google Workspace
• Pipedrive
• Asana
• GoHighLevel

Benefits

• Fully remote role with flexible offshore scheduling
• Join a rapidly scaling legal and advisory business with strong growth potential
• Clear progression path into higher-level sales and client management opportunities
• High-trust, relationship-driven sales environment with meaningful client impact
• Exposure to legal advisory, tax strategy, and estate planning industries
• Performance-driven compensation with uncapped earning potential
• Structured systems and modern sales operations tools
• Work directly with leadership in a high-accountability, growth-focused culture