Sales Development Representative (Virtual, Full-time)


WealthCounsel is the premier provider of solutions for estate planners and business lawyers. Our combined offerings of drafting technology, legal education and practice development help attorneys elevate their practices and achieve greater success. We believe in the power of service and the strength of an elite member community to make a difference in the lives of our customers and their clients.


Your role will be to find and qualify new prospects, work a pipeline of your existing prospects and motivate decision-makers to schedule a demo. We will rely on you to be responsive to prospective client inquiries about the various products that embody our total practice solution.


  • Finding and developing leads, including motivating attorneys to want to view a product demo
  • Responding to telephone and email inquiries, and booking appointments with attorneys
  • Educating prospective clients on the benefits of our various products and services
  • Developing relationships and encourage client referrals
  • Attending company meetings, trainings, and trade shows
  • Tracking and reporting daily activities and prospect information in Salesforce
  • Work seamlessly with all departments as one team
  • Meet WealthCounsel’s standards for professional conduct and appearance at all times


  • Bachelor’s degree preferred
  • 3+ years sales development experience 
  • Exceptional telephone consultative sales skills
  • Strong attention to detail
  • Sound computer skills including knowledge of Microsoft Office 
  • Knowledge of Salesforce preferred
  • Demonstrated track record of hitting sales targets
  • Self-starter, collaborative and comfortable with change


We value our employees' time and efforts. Our commitment to your success is enhanced by our competitive salary and bonus/commission plans. Our extensive benefits package includes a generous paid time off program, paid holidays (including federal and floating holidays), paid volunteer time, paid parental leave, medical/dental/vision benefits, employer paid life insurance and short-term disability, employer matching 401k, and future growth opportunities within the company. We also offer monthly gym membership and home internet reimbursements.


Our salary range reflects a combination of base salary plus commission pay, with unlimited earning potential for employees who exceed their goals. 

**Virtual Employment opportunities are open for hire in any state except Alaska and Hawaii.