WealthCounsel brings together the best - the best drafting software and legal tools, the best educators, the best support staff, and the best collegial community - to cultivate the growth and success of its member attorneys and their clients. We recently added another “best” to our toolbelt when we were awarded the 2025 Best Place to Work in the Cloud. The Cloud Awards is one of the longest-running awards platforms of its kind and recognizes the latest achievements and innovations in cloud computing. 

We’re committed to fostering a positive work environment that is backed up by competitive benefits (see below) and a culture of collaboration. As we continue to expand, we are seeking a motivated and driven Sales Development Representative to join our team.

Job Summary:

As Sales Development Representative, 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.

As a Sales Development Representative, you’ll be responsible for meeting and exceeding established revenue goals by:

• 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 encouraging client referrals
• Tracking and reporting daily activities and prospect information in Salesforce
• Attending company meetings, trainings, and trade shows
• Working seamlessly with all departments as one team
• Meeting WealthCounsel’s standards for professional conduct and appearance at all times

Here’s what you’ll need to be successful in this role:

• Bachelor’s degree or equivalent related work experience
• 2+ 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
• Collaborative and comfortable with change

Work Environment and Company Benefits:

This is a virtual, full-time position. You will work remotely from your home office, and occasional travel may be required for meetings, trade shows and training. 

In addition to your competitive salary package (including base salary and performance based incentives), medical/dental/vision plan, and matching 401(k), you will also enjoy:

• A generous paid time off package that includes: Paid Time Off (PTO), Holidays (including 2 Floating Holidays), Volunteer Time, Blood Donor Leave, Short Term Disability, Paid Parental Leave and more!
• Matching donations for approved charitable organizations
• Home internet and gym membership reimbursement
• Many opportunities to connect with others from your home office and have fun while you work!

Salary:

The salary range listed reflects the total on target earnings for this position (base salary plus commissions).

At WealthCounsel, we are committed to cultivating a culture of inclusion and connectedness. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. 

Come work with us!