New Law Business Model
(PFL®) Sales Development & Intake Specialist
Remote role where the employee must remain based in a particular country.
United States only
Employer listed it 4 weeks ago · Added yesterday
Been open since 4 weeks ago, still being checked, but it has been live a while.
Salary
Not stated
Location
United States only
Timezone
Not stated
Contract
Full-time
Experience
Entry
Category
Sales
This employer didn't state pay. Jobs like this usually pay around $75k–$100k a year, a typical range taken from 51 entry-level sales roles on Nomaders that do state pay. It's a guide, not an offer.
Remote flexibility
Work from home
This is a remote role, but the employee must be based in United States. It is work from home rather than work from anywhere.
What the employer says
- Source listing states candidate location: "Remote job, Remote, United States"
What Nomaders makes of it
- Residency required in United States
- Payroll and tax are likely handled in that country only
The quotes above are the employer's own words; the reading is ours. Always check the original listing and employment terms before working from another country.
About the role
About Us:
Personal Family Lawyer® (PFL®) is a companion company to New Law Business Model. While NLBM helps lawyers build a better way to practice law, PFL® helps connect families with trusted estate planning lawyers who can help them protect the people and assets they love.
The Mission
This Sales Development & Intake Specialist role is for a high-performing communicator who thrives on building instant rapport, commanding phone conversations, and turning raw interest into decisive action. You’ll serve as the first meaningful human connection for prospective clients seeking life-changing estate planning solutions. Your mission is to listen deeply, uncover their core family and financial motivations, neutralize hesitation, and guide qualified prospects to take the next step—booking and showing up fully prepared for a Life & Legacy Planning Session with a Personal Family Lawyer® (PFL) Firm Leader.
This is not an administrative scheduling job or an order-taking help desk. It is a high-volume, performance-driven sales execution role where your persuasive communication, relentless follow-through, and conversion discipline directly drive revenue and firm growth.
You should not apply if you hesitate on the phone, dislike high-volume outreach, or view intake as purely transactional scheduling rather than a relationship-building sales conversation.
What You’ll Do
You’ll own the front-end prospect journey, qualifying inbound inquiries, conducting preparation calls, and ensuring families show up for Planning Sessions ready to build a lasting legacy with our firm leaders.
Pillar 1: Lead Qualification & Prospect Engagement
Proactively engage inbound inquiries across multiple channels (webinars, website, support desk, email, and affiliates) within strict response-time SLAs.
Qualify prospects according to criteria and by understanding their needs, goals, concerns, and readiness to move forward by building trust, navigating objections, and creating urgency
Guide prospects toward appropriate entry-level or core estate planning offerings based on established criteria.
Execute multi-touch nurture sequences (phone, email, SMS) to re-engage warm leads, documenting all interactions accurately in HubSpot in real time.
Pillar 2: Qualification Calls, Prep & Appointment Execution
Conduct Zoom prep calls to qualify, navigate objections and help prospects navigate and complete their Life & Legacy Asset Inventory and 95-Point Document Review prior to their sessions.
Schedule qualified prospects onto PFL Firm Leader calendars and execute pre-appointment conversations and reminders (verbal and automated) to maximize show rates.
Maintain direct alignment with Firm Leaders and Client Success Directors, executing post-session follow-ups and processing administrative billing.
Pillar 3: Campaign Support & Operational Discipline
Provide live chat, Q&A, and engagement support during virtual workshops, webinars, and live marketing events.
Perform post-event outbound outreach to convert event attendees into scheduled qualification calls.
Maintain pipeline statuses, submit daily activity logs, and participate in team performance check-ins to continuously sharpen your conversion skills.
What “Success” Looks Like
High Conversion & Show Rates: Qualified prospects consistently book and show up fully prepared for their Life & Legacy Planning Sessions (maintaining target show rates of 80%+).
Speed to Lead: Inbound inquiries are engaged rapidly with zero leads falling through the cracks.
Requirements
- ·Proactively engage inbound inquiries across multiple channels (webinars, website, support desk, email, and affiliates) within strict response-time SLAs.
- ·Qualify prospects according to criteria and by understanding their needs, goals, concerns, and readiness to move forward by building trust, navigating objections, and creating urgency
- ·Guide prospects toward appropriate entry-level or core estate planning offerings based on established criteria.
- ·Execute multi-touch nurture sequences (phone, email, SMS) to re-engage warm leads, documenting all interactions accurately in HubSpot in real time.
- ·Pillar 2: Qualification Calls, Prep & Appointment Execution
Benefits
- ·Base Pay Range: $25.00 – $30.00 / hour (Target Hiring Rate: 28.85/hour, equivalent to~60,000 annualized base for 40 hours/week).
- ·Status: Full-Time, Non-Exempt (W2) — 40 Hours / Week (Monday – Friday).
- ·100% Remote Work at a Profitable, Growing Company
- ·Comprehensive Benefits Package (Health, Dental, Vision)
How to apply
- 1Check the flexibility label above, work from home, matches where you plan to live and work.
- 2Tailor your CV to the role at New Law Business Model, mentioning your remote working experience.
- 3Apply directly on the employer's careers page using the button below. Nomaders never handles your application.
Found 2d ago. Last checked today. Always confirm the details on the original posting, salary and location can change after publication.
Listing sourced from Company boards.
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