Sales Development & Intake Specialist

🕒 August 26

⛰️ Colorado – Remote

⛰️ Colorado – Remote

💵 $25 - $30 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

💵 Sales Development (SDR)

👻 Ghost score 13%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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New Law Business Model (NLBM)

WebsiteLinkedInAll Job Openings

11 - 50 employees

🏥 Healthcare

📣 Marketing

✈️ Travel

Healthcare • Marketing • Travel

New Law Business Model (NLBM) is a pioneering initiative designed to transform the traditional attorney career structure for lawyers in the U. S. By providing a comprehensive framework of instruction, coaching, and ongoing support, NLBM helps attorneys become Personal Family Lawyers®️, enabling them to serve their communities meaningfully. NLBM's customizable approach empowers entrepreneurial lawyers to design fulfilling practices, focusing on client experience, marketing, operations, and technology, ultimately aiming to help lawyers thrive both personally and professionally.

📋 Description

• Qualify inbound inquiries from webinars, website, support desk, email, and affiliates within strict response-time SLAs • Build trust, navigate objections, create urgency, and assess prospects’ needs, goals, concerns, and readiness • Guide prospects toward appropriate entry-level or core estate planning offerings • Execute multi-touch nurture sequences by phone, email, and SMS • Document all interactions accurately in HubSpot in real time • Conduct Zoom preparation calls and help prospects complete their Life & Legacy Asset Inventory and 95-Point Document Review • Schedule qualified prospects on Personal Family Lawyer Firm Leader calendars • Conduct pre-appointment conversations and reminders to maximize show rates • Align with Firm Leaders and Client Success Directors on post-session follow-ups and administrative billing • Support live chat, Q&A, and engagement during virtual workshops, webinars, and live marketing events • Perform post-event outbound outreach to convert attendees into qualification calls • Maintain pipeline statuses and submit daily activity logs • Participate in team performance check-ins and continuously improve conversion skills

🎯 Requirements

• 3+ years of proven experience in an SDR, appointment setter, customer intake, or phone-based sales role handling high touchpoint volumes • Active listening skills and high emotional intelligence • Confidence navigating delicate financial and family discussions • Technical fluency with CRM platforms; HubSpot preferred • Experience with scheduling software and Zoom video conferencing • High self-organization, detail orientation, and performance discipline in a 100% remote setting • Ability to conduct high-volume phone outreach, typically 50+ scheduled calls per week, plus outbound phone, SMS, and email follow-up • Ability to work at least 50% of hours within 9:00 AM–5:00 PM Eastern and maintain bookable availability across Eastern and Pacific time zones • Experience personally logging every call, note, disposition, and status update daily in HubSpot or a comparable CRM • Comfort with call recording and performance feedback • Comfort participating in live webinars to moderate chat and respond to prospect Q&A • Willingness to participate in Zoom interview role-play exercises • Must be legally authorized to work in the U.S. without current or future sponsorship • Must currently reside physically in the United States • Ability to provide own computer and internet connection meeting minimum requirements, including at least 16GB RAM

🏖️ Benefits

• Variable incentive / bonus potential of $12,000–$18,000+ per year based on objective metrics • 100% remote work • Comprehensive benefits package: health, dental, and vision • Retirement program • Flexible paid time off • Opportunities for career growth and leadership development • Required software and system access provided • Reimbursement of reasonable and necessary business expenses as required by law • Pre-approved overtime compensated at 1.5x regular pay