Inside Sales Representative – Estate Planning

Sverdlov Law | Remote | Full-Time

Schedule: Monday–Friday, Eastern Time business hours

Compensation: Competitive Base Pay + Performance Bonuses

Help Families Take an Important Step Toward Protecting Their Future

Sverdlov Law is a New York estate planning firm dedicated to protecting both family assets and family harmony through thoughtful estate planning.

We are a relationship business, not a document business. Our goal is to set the standard for how families are cared for before, during, and long after their estate plans are signed.

We are looking for an experienced Inside Sales Representative who can build trust, lead meaningful conversations, and help prospective clients take the next step in their estate planning journey.

This is not a cold-calling role and is not a traditional administrative intake position.

You will speak with qualified prospective clients who have already expressed interest in the firm's services and have been scheduled by our intake team. Your job is to understand what matters to them, explain our process clearly, address questions and concerns, and help the right families move forward with a paid strategy session with one of our attorneys.

If you are an empathetic, organized, results-driven salesperson who believes great sales starts with listening, we want to hear from you.

What You'll Do

- Conduct phone and video sales consultations with qualified prospective clients.
- Build rapport and uncover each family's goals, concerns, priorities, and reasons for seeking estate planning services.
- Explain Sverdlov Law's services, process, and value clearly and confidently without providing legal advice.
- Guide qualified prospective clients toward scheduling a paid strategy session with an attorney.
- Confidently address questions, hesitations, and price objections without relying on high-pressure sales tactics.
- Maintain consistent,



personalized follow-up with prospects who are not ready to move forward immediately.
- Manage an active sales pipeline and keep prospect information, notes, and next steps accurate and current in the CRM.
- Identify when a prospective client is not the right fit for the firm and communicate that respectfully.
- Provide attorneys with a clear handoff when a prospective client moves forward.
- Track sales activity, consultations, follow-up, and conversion performance.
- Build and maintain professional relationships that support the firm's continued growth.

What We're Looking For

- 2+ years of phone- or video-based sales experience, preferably in professional services, legal services, financial services, insurance, healthcare, wealth management, or another relationship-driven environment.
- Proven ability to convert qualified leads through consultative sales conversations.
- Strong closing skills and confidence discussing pricing and asking prospective clients to make a decision.
- Excellent listening skills, empathy, and emotional intelligence.
- Strong follow-up habits and the ability to manage multiple prospects without losing track of next steps.
- Comfortable working with sales goals, KPIs, and conversion metrics.
- Strong CRM discipline and attention to detail.
- Professional, polished communication style, particularly when speaking with clients about sensitive or personal matters.
- Clear, fluent spoken and written English.
- Ability to work full-time during Eastern Time business hours.
- Comfortable learning new technology and working in a fully remote environment.





Legal or estate planning experience is preferred but not required. Russian language skills are a plus but are not required.

Who Will Succeed Here The strongest person for this role knows how to sell without making people feel like they are being sold to.

You listen before you speak. You ask thoughtful questions. You are comfortable discussing money and asking for the sale, but you also know when a service is not right for someone.

You understand that prospects do not always make decisions immediately, so consistent and thoughtful follow-up is part of your sales process—not an afterthought.

Most importantly, you take ownership of your results. You know your numbers, care about improving them, and are comfortable being accountable for your performance.

Our Values

At Sverdlov Law, our team operates according to our PILLAR values:

Proactivity. Integrity. Learning. Legacy. Accountability. Respect.

That means following through without needing to be reminded, being honest with clients, continuing to learn, taking ownership of your commitments, and treating every family with dignity—especially when they may be dealing with difficult or emotional circumstances.

About Sverdlov Law

Sverdlov Law helps families navigate estate planning with a focus on protecting not only what they own, but also the people and relationships that matter most to them.

We believe estate planning is deeply personal. That's why we are looking for a salesperson who can combine strong sales ability with empathy, integrity, and genuine curiosity about the families we serve.

If you have a strong background in inside sales, consultative sales, legal sales, financial services sales, insurance sales, professional services sales, or high-value client services, we encourage you to apply.

Job Type: Full-time

Pay: $180.00 - $200.00 per hour

Expected hours: 40.0 per week

Work Location: Remote

📌 Inside Sales Closer (México)
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