Note: The job is a remote job and is open to candidates in USA. Oath Law is seeking a motivated Inside Sales Associate to help families improve their estate and financial outcomes through high-volume outbound calls to warm leads. The role focuses on setting qualified appointments for the Client Development Specialist team and offers a clear opportunity for promotion within 9–12 months.
Responsibilities
- Make outbound calls to warm leads from multiple sources
- Quickly connect, build rapport, and re-engage warm prospects to move them to the next step
- Qualify prospects by identifying goals, urgency, timeline, and fit
- Educate prospects on our process and services and address common questions/objections
- Set qualified appointments for our Client Development Specialists
- Confirm next steps and help ensure strong show rates through clear expectations and follow-up
- Maintain accurate, detailed CRM notes and manage a pipeline with disciplined follow-up
- Hit activity and conversion KPIs (dials, conversations, appointments set, show rates, and handoff quality)
- Collaborate with the Client Development Specialist team to continuously improve lead quality and conversion
Skills
- Previous sales experience with quantifiable results (inside sales, call-center, SDR/BDR, appointment setting, or consultative sales preferred)
- Comfort with high-volume outbound calling and consistent follow-up cadence
- Excellent phone presence: clear, confident, professional, and personable
- Strong listening, persuasion, and objection-handling skills
- Highly organized with strong attention to detail and ability to manage a pipeline
- Proficiency with Microsoft Office and Zoom (CRM experience strongly preferred)
- Ability to meet and exceed KPI targets in a structured, performance-driven environment
- No college degree required
Company Overview
At Oath, estate and financial planning work together under one roof—a straightforward solution to clients juggling multiple advisors who rarely communicate. It was founded in 2010, and is headquartered in Oklahoma City, Oklahoma, USA, with a workforce of 51-200 employees. Its website is https://www.oath.law/.
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