Virtual Business Development Manager

Are you a go-getter individual with outstanding written and verbal English communication skills and dedication to sales? If so, we want you on our team!

As a Virtual Business Development Manager, you will play a crucial role in generating sales and building lasting client relationships. Operating part-time with a permanent remote arrangement (WFH), you’ll be entrusted with nurturing positive relationships and closing new clients for the firm.

Your role requires efficient management of customer outreach through phone calls and email to book appointments to maximize new business opportunities, contributing significantly to our company’s growth and market expansion.

Responsibilities:
– Respond to the client queries via email in a timely fashion.
– Execute effective cold calling campaigns to engage with new leads to understand their estate planning needs and address any questions, concerns, or objections.
– Build and maintain strong, long-term relationships with clients by providing exceptional customer service and support.
– Onboard new clients.
– Collaborate with internal team.
– Provide regular sales reports, forecasts, and insights.

Requirements:
– Minimum of 3 years work experience with a proven track record in sales, business development, or client success.
– Exceptional written and verbal English communication skills. (American accent is highly preferred.)
– Able to work Pacific Time.
– Exceptional negotiation and closing skills, with a focus on building long-term client relationships.
– Comfortable with cold calling and lead outreach.
– Strong organizational and time management skills.
– Experience working with an estate planning attorney is a plus.
– Willingness to take initiative and seek assistance when needed (Desired)
– Ability to work independently, remotely, and unsupervised to stay on task (Desired)
– Relaxed, personable, and possesses a sense of humor (Desired)
– Adaptable to changes in strategy within our small team (Desired)

How to Apply:
1. Please send your CV to Click to view.
2. In the email mention the word “Legacy”.
3. Use “LOLF Business Development Manager” as a subject line.
4. Add a voice recording about yourself and your work experience.