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(PFL®) Sales Development & Intake Specialist

Role overview

Qualifications

  • High-performing communicator
  • Ability to build rapport
  • Strong persuasion skills
  • Experience in sales execution

Responsibilities

  • Serve as the first connection for prospective clients
  • Listen deeply and uncover client motivations
  • Neutralize hesitation and guide prospects
  • Drive revenue and firm growth through high-volume outreach

Key facts

Hard skills

Other skills

  • Sales
  • Communication
  • Social Skills
  • Relationship Building

About the company

New Law Business Model (NLBM) logo

New Law Business Model (NLBM)

Professional Training & Coaching

Lawyers who have become disenchanted with the traditional attorney career structure, aren’t simply tired of what is – they have an acute sense that there is something more. What we have often found is that there is little reliable help for entrepreneurial lawyers, and that the current system doesn’t allow much room for attorneys tired of the billable and the fillable. Lawyers who want a model that works for them and for their clients, for the long-term. To that end, NLBM provides attorneys a structure for building a new kind of practice, by redefining how to be a lawyer: a trusted counselor to families and business owners. Using a carefully constructed system of instruction, coaching, and ongoing support, NLBM helps lawyers start exactly where they are – whether that’s just getting back into the game, working part-time, or growing a million-dollar firm. NLBM gives lawyers the tools they need to become true business owners, helps them inventory their own emotional connections to their work, and gives all the essential and practical resources necessary to run their business from client experience to marketing to operations to technology. With these tools in hand, our model reliably produces more and better clients. NLBM is both comprehensive and immensely customizable, helping entrepreneurial lawyers design a life and law practice they love. With NLBM, lawyers become better attorneys, better business owners, better community participants, and better lifetime advocates for themselves and others. Without a strong sense of purpose, most lawyers get stuck in a toxic loop of work-for-reward-for-work-for-reward and so on. With NLBM, the work becomes the reward over time.

Company details

Company typeSME
IndustryProfessional Training & Coaching
Company size11 - 50

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Job description

About Us: 

Personal Family Lawyer® (PFL®) is a companion company to New Law Business Model. While NLBM helps lawyers build a better way to practice law, PFL® helps connect families with trusted estate planning lawyers who can help them protect the people and assets they love.

The Mission 

This Sales Development & Intake Specialist role is for a high-performing communicator who thrives on building instant rapport, commanding phone conversations, and turning raw interest into decisive action. You’ll serve as the first meaningful human connection for prospective clients seeking life-changing estate planning solutions. Your mission is to listen deeply, uncover their core family and financial motivations, neutralize hesitation, and guide qualified prospects to take the next step—booking and showing up fully prepared for a Life & Legacy Planning Session with a Personal Family Lawyer® (PFL) Firm Leader.

This is not an administrative scheduling job or an order-taking help desk. It is a high-volume, performance-driven sales execution role where your persuasive communication, relentless follow-through, and conversion discipline directly drive revenue and firm growth.

You should not apply if you hesitate on the phone, dislike high-volume outreach, or view intake as purely transactional scheduling rather than a relationship-building sales conversation.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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