(PFL®) Sales Development & Intake Specialist at New Law Business Model

Personal Family Lawyer connects families with estate planning lawyers, and payroll for this position runs through New Law Business Model. We are hiring a full-time Sales Development and Intake Specialist for a remote U.S. W-2 role. You will handle inbound interest from our webinars, website, support desk, email, and affiliates, then book families for a Life and Legacy Planning Session with a firm leader.

The intake process includes preparation calls covering the family’s asset inventory and a 95-point document review. Follow-up happens by phone, email, and SMS, and each interaction must be logged in HubSpot as it occurs. You will also support chat during workshops and call attendees afterward, helping webinar interest move into the appropriate planning conversation.

Typical volume is at least 50 scheduled calls per week in addition to follow-up. Our show-rate target is 80 percent or higher. Shifts are eight hours, Monday through Friday, and time is logged in Clockify. At least half of your working hours must fall between 9:00 AM and 5:00 PM Eastern, with bookable availability in Pacific time as well.

Base pay ranges from $25 to $30 per hour. Our stated hiring target is $28.85 per hour, which is about $60,000 annually at 40 hours per week. Bonus potential is $12,000 to $18,000 or more per year when attended sessions and show-rate quotas are met, for stated on-target earnings of $72,000 to $83,000 or more. We list health, dental, and vision coverage, a retirement plan, and paid time off. You will provide your own internet and computer with at least 16GB of RAM while we provide the inbound flow and intake process.

Requirements

3 or more years as an SDR, setter, intake specialist, or phone seller. HubSpot or a similar CRM, with daily notes and dispositions. Zoom. Authorized to work in the United States, and living in the United States. At least half of your hours inside 9:00 AM to 5:00 PM Eastern, with Pacific availability too. Comfortable with call recording.