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Oath Law · 1 day ago

Inside Sales Associate

United States

Full-time

Remote

New Grad, Entry Level

$45K/yr - $45K/yr

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.

FinanceLegalProfessional Services

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

Qualification

Sales experienceOutbound callingCRM experienceMicrosoft OfficeZoomListening skillsObjection-handling skillsPersuasion skillsOrganizational skillsAttention to detail

Required

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

Oath Law

At Oath, estate and financial planning work together under one roof—a straightforward solution to clients juggling multiple advisors who rarely communicate.

Founded in 2010