🕒 4 days ago
As a Sales Development Representative, you will engage potential clients, set discovery calls, and manage outreach to drive growth for Arvios' staff augmentation services.
(PFL®) Sales Development & Intake Specialist
📅 Aug 20
Lead QualificationProspect EngagementSales CommunicationCRM Management
📜 Description
- Own the front-end prospect journey, qualifying inbound inquiries and conducting preparation calls.
- Proactively engage inbound inquiries across multiple channels within strict response-time SLAs.
- Qualify prospects by understanding their needs, goals, and readiness to move forward.
- Guide prospects toward appropriate estate planning offerings based on established criteria.
- Conduct Zoom prep calls to help prospects complete their Life & Legacy Asset Inventory.
- Maintain direct alignment with Firm Leaders and execute post-session follow-ups.
🛠️ Requirements
- 3+ years of experience in an SDR, appointment setter, or phone-based sales role.
- Active listening skills and high emotional intelligence.
- Technical fluency with CRM platforms (HubSpot preferred) and scheduling software.
- Strong self-organization and detail orientation in a remote work setting.
✨ Benefits
- Status: Full-Time, Non-Exempt (W2) — 40 Hours / Week (Monday – Friday).
- Why Join PFL®?
- Comprehensive Benefits Package (Health
- Dental
- Vision)
- Retirement Program
- Flexible Paid Time Off
- Opportunities for Career Growth and Leadership Development
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Full job description
About Us:
Personal Family Lawyer® (PFL®) is a companion company to New Law Business Model. While NLBM helps lawyers build a better way to practice law, PFL® helps connect 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 instant rapport, commanding phone conversations, and turning raw interest into decisive action. You’ll serve as the first meaningful human connection for prospective clients seeking life-changing estate planning solutions. Your mission is to listen deeply, uncover their core family and financial motivations, neutralize hesitation, and guide qualified prospects to take the next step—booking and showing up fully prepared for a Life & Legacy Planning 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, performance-driven sales execution role where your persuasive communication, relentless follow-through, and conversion discipline directly drive revenue and firm growth.
You should not apply if you hesitate on the phone, dislike high-volume outreach, or view intake as purely transactional scheduling rather than a relationship-building sales conversation.
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