Senior Sales Development Representative
Core
Senior SDR supporting a legal and advisory business by qualifying inbound/outbound opportunities, scheduling consultations, and closing estate planning engagements.
Role type
Senior Sales Development Representative (Consultative Sales)
Builds
B2B tax/business advisory services and B2C estate planning services
Domain
Legal advisory, Tax strategy, Estate planning
Deliverable
client delivery
Required skills
Consultative sales, discovery call management, objection handling, pipeline management, CRM discipline, payment collection, multi-pipeline coordination
Preferred skills
Experience selling high-trust intangible services, comfort discussing sensitive financial/legal matters
Technologies
Google Workspace, Pipedrive, Asana, GoHighLevel
Responsibilities
Respond to inbound inquiries within same business day, conduct discovery conversations, schedule and confirm consultations, maintain weekly lead contact targets, convert inquiries into signed engagements, update CRM daily, coordinate across B2B and B2C pipelines, assist with payment collection and agreement execution
Seniority
Senior, hands-on IC
