Sales Development Representative Jobs

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Sales Development Representative

ELG Estate Planning•Spokane, WA
•$50,000 - $60,000

About The Position

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.

Requirements

  • At least 2 years of sales experience, including qualifying prospects, setting consultations, and following through.
  • Ability to connect with people by phone and 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.
  • Professional, positive, and enthusiastic approach to interactions.
  • Ability to receive feedback, adapt quickly, and continuously improve.
  • Self-motivation and ability to work independently while managing competing priorities.
  • Comfort learning and using technology, including HubSpot, Microsoft 365, and virtual communication tools.
  • Confidence asking for commitment and guiding prospective clients toward a decision.
  • Strong sense of urgency when responding to new inquiries.
  • Persistence and discipline in following up with prospects who do not respond immediately.
  • Ability to manage multiple conversations and follow-up workflows at the same time.

Nice To Haves

  • Experience in inside sales.
  • Experience in an SDR or BDR role.
  • Experience in admissions counseling.
  • Experience in financial services sales.
  • Experience in insurance sales.
  • Experience in account management.
  • Experience in recruiting.

Responsibilities

  • Respond to inbound leads and inquiries promptly and professionally.
  • Qualify prospective clients, identify consultation opportunities, and schedule initial consultations for qualified prospects.
  • Build rapport and uncover client needs through structured discovery conversations.
  • Follow up with unscheduled and inactive leads by phone, email, and text using a consistent multi-touch cadence.
  • Re-engage dormant leads who previously expressed interest but did not schedule or proceed.
  • Follow up promptly with prospective clients who requested information or attended educational events.
  • Manage top-of-funnel activity and follow-up workflows in HubSpot.
  • Drive consultation attendance through proactive communication and follow-up.
  • Complete required intake and conflict-check procedures before scheduling consultations.
  • Maintain detailed notes and accurate, current records of prospect interactions in HubSpot.
  • Ensure qualified opportunities do not fall through the cracks and provide an exceptional experience for every person contacting the firm.
  • Help convert prospective clients into paying clients and contribute to new client acquisition.

Benefits

  • Health insurance.
  • Dental insurance.
  • Vision insurance.
  • 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.
  • Monthly performance bonuses tied to consultation scheduling and attendance metrics.

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