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ELG Estate Planning is seeking a Sales Development Representative to manage inbound inquiries and help prospective clients schedule consultations. The role owns the inbound lead pipeline from first contact through consultation scheduling, with a focus on prompt responses, thoughtful qualification, relationship-building, consistent follow-up, and a smooth handoff to the attorney team. The SDR helps prospective clients take the next step toward protecting their families, assets, and future, while contributing to the firm's growth and providing an exceptional experience to everyone who contacts the firm. This is a full-time position, Monday through Friday, 8:30 AM to 5:00 PM PST. Success is measured by speed-to-lead, consultation bookings and attendance, follow-up consistency, CRM accuracy, and contribution to new client acquisition.
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Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed

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