Sales Development Representative
About The Position
ELG Estate Planning is a leading Estate Planning and Elder Law firm serving families across Washington. For more than 20 years, we've helped thousands of families protect what matters most through thoughtful planning, exceptional service, and trusted guidance. We are seeking a Sales Development Representative (SDR) to convert inbound inquiries into scheduled consultations through prompt response, thoughtful qualification, and persistent follow-up. You will help prospective clients take the next step toward protecting their families, assets, and future. As our Sales Development Representative, you're not just answering phones, you're guiding prospective clients through the first stage of their journey with ELG. You will own the firm's inbound lead pipeline from first contact through consultation scheduling. Success in this role comes from responding quickly, building trust, following up consistently, and helping prospective clients confidently take the next step.
Requirements
- 2+ years of sales experience, including qualifying, consultation setting, and follow-through
- A natural ability to connect with people over the phone and via email
- Excellent verbal and written communication skills
- Strong organizational habits and meticulous attention to detail
- Genuine passion for making a positive difference in people's lives
- A professional, positive, and enthusiastic approach to every interaction
- The ability to receive feedback, adapt quickly, and continuously improve
- Strong self-motivation and the ability to work independently while managing competing priorities
- Comfort learning and utilizing technology, including HubSpot, Microsoft 365, and virtual communication tools
- Confidence asking for commitment and guiding prospective clients toward a decision
- A strong sense of urgency when responding to new inquiries
- Persistence and discipline in following up when prospects do not respond immediately
- The ability to manage multiple conversations and follow-up workflows at the same time
Nice To Haves
- Inside sales
- SDR or BDR roles
- Admissions counseling
- Financial services sales
- Insurance sales
- Account management
- Recruiting
Responsibilities
- Responding to inbound leads and inquiries with urgency and professionalism
- Qualifying prospective clients and identifying opportunities to schedule consultations
- Building rapport and uncovering client needs through structured discovery conversations
- Following up on unscheduled and inactive leads through phone, email, and text outreach; using a consistent, multi-touch follow-up cadence
- Re-engaging dormant leads who previously expressed interest but did not schedule or move forward
- Conducting timely follow-up to prospective clients who have requested information or attended educational events
- Managing top-of-funnel activity within our sales pipeline in HubSpot
- Driving consultation attendance through proactive communication and follow-up
- Scheduling initial consultations for qualified prospects and ensuring a smooth handoff to our attorney team
- Completing required intake and conflict-check procedures prior to consultation scheduling
- Maintaining detailed notes and tracking all prospect interactions in HubSpot
- Providing an exceptional experience for every person who contacts our firm
- Managing ongoing follow-up workflows so qualified opportunities do not fall through the cracks
Benefits
- Health, dental, vision, and life insurance
- Simple IRA retirement plan with 3% employer match
- Two weeks of paid vacation to start
- Washington Paid Sick & Safe Leave
- Ten paid holidays per year
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
