Sales Development Representative

We’re looking to expand our team of forward-thinking professionals who want a meaningful career helping families improve their estate and financial outcomes. We’re hiring a motivated, well-spoken Sales Development Representative to focus on high-volume outbound calls to warm leads—people who have already raised their hand through a form, event, referral, prior inquiry, or other engagement. This role is designed for someone who wants to grow. You will have a clear opportunity for promotion within 9–12 months into our Client Development Specialist role. The primary purpose of your outbound outreach is to set qualified appointments for the Client Development Specialist team, ensuring a consistent pipeline of scheduled consultations and a strong first impression for each prospective client. The ideal candidate is confident on the phone, enjoys connecting with people quickly, and can guide a conversation from initial outreach → discovery → education → appointment set. You’ll be comfortable discussing common estate planning goals at a high level, building rapport fast, handling objections professionally, and creating momentum without being “salesy.” The successful candidate is organized, coachable, and thrives in a KPI-driven environment.