Sales Development Specialist

To drive growth for a remote law firm, the full-time Sales Development Specialist will qualify leads, engage prospects through various channels, and ensure families are prepared for Life & Legacy Planning Sessions. Key Responsibilities Proactively engage inbound inquiries and qualify prospects based on their needs and readiness to proceed Conduct preparation calls and schedule appointments, ensuring high show rates for planning sessions Support marketing campaigns and maintain accurate CRM records of all interactions and pipeline statuses Required Qualifications 3+ years of experience in a sales development, appointment setting, or customer intake role Strong active listening skills and high emotional intelligence for navigating sensitive discussions Technical proficiency with CRM platforms, preferably HubSpot, and video conferencing tools Demonstrated self-organization and performance discipline in a remote work environment Ability to engage prospects rapidly and maintain high conversion rates