Sales Development Representative

Are you a natural connector who finds genuine satisfaction in helping people through pivotal moments in their lives? Do you thrive on meaningful conversations, enjoy working toward measurable goals, and take pride in helping people take action on important decisions?

ELG Estate Planning is a leading Estate Planning and Elder Law firm serving families across Washington. For more than 20 years, we've helped thousands of families protect what matters most through thoughtful planning, exceptional service, and trusted guidance.

As our Sales Development Representative, you're not just answering phones, you're guiding prospective clients through the first stage of their journey with ELG.

You will own the firm's inbound lead pipeline from first contact through consultation scheduling. Success in this role comes from responding quickly, building trust, following up consistently, and helping prospective clients confidently take the next step.

• Responding to inbound leads and inquiries with urgency and professionalism
• Qualifying prospective clients and identifying opportunities to schedule consultations
• Building rapport and uncovering client needs through structured discovery conversations
• Following up on unscheduled and inactive leads through phone, email, and text outreach; using a consistent, multi-touch follow-up cadence
• Re-engaging dormant leads who previously expressed interest but did not schedule or move forward
• Conducting timely follow-up to prospective clients who have requested information or attended educational events
• Managing top-of-funnel activity within our sales pipeline in Hub Spot
• Driving consultation attendance through proactive communication and follow-up
• Scheduling initial consultations for qualified prospects and ensuring a smooth handoff to our attorney team
• Completing required intake and conflict-check procedures prior to consultation scheduling
• Maintaining detailed notes and tracking all prospect interactions in Hub Spot
• Providing an exceptional experience for every person who contacts our firm
• Managing ongoing follow-up workflows so qualified opportunities do not fall through the cracks

This is a full-time position, Monday through Friday, 8:30 AM to 5:00 PM PST.

Success in this role is measured by speed-to-lead, consultation bookings, consultation attendance, follow-up consistency, CRM accuracy, and contribution to new client acquisition.

Key performance indicators include:

• Consistently achieving consultation scheduling goals
• Maintaining strong consultation show rates
• Maintaining consistent follow-up across new, unscheduled, inactive, and re-engaged leads
• Keeping CRM records accurate and current
• Helping the firm convert more prospective clients into paying clients

We are a focused, established firm doing meaningful work in a specialized area of law, and we take pride in doing it well. At ELG, you'll have the opportunity to make an impact on families while working in a role where your effort, follow-through, and communication skills directly contribute to the firm's growth. If you're looking for a position that combines relationship-building, meaningful work, personal accountability, and measurable results, we'd love to meet you.

• 2+ years of sales experience, including qualifying, consultation setting, and follow-through
• A natural ability to connect with people over the phone and via 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
• A professional, positive, and enthusiastic approach to every interaction
• The ability to receive…