Appointment Setter - (Legal Services)

About the Role

We are looking for a results-driven Sales Development Representative to own outbound prospecting, lead engagement, and appointment setting within the legal industry. In this role, you will connect with attorneys, law firms, and legal professionals through phone, email, and LinkedIn, qualify opportunities, and set discovery calls for the sales team. You will manage follow-up sequences, maintain accurate CRM records, and ensure a seamless prospect experience from first contact to scheduled meeting.

What You’ll Own

Outbound Prospecting & Lead Engagement

• Conduct outbound outreach via phone, email, and LinkedIn.
• Engage attorneys, law firms, and other legal professionals.
• Research prospects and personalize outreach where appropriate.
• Build rapport and establish meaningful conversations with decision-makers.
• Navigate gatekeepers effectively to reach key contacts.
• Qualify prospects by understanding their business needs, challenges, and interest level.

Appointment Setting

• Schedule qualified discovery calls for the sales team.
• Coordinate calendars using scheduling tools.
• Ensure prospects are informed and prepared before meetings.
• Confirm appointments and communicate next steps clearly.
• Maintain strong meeting quality and attendance rates.

Follow-Up & Lead Nurturing

• Execute structured follow-up sequences across multiple channels.
• Maintain consistent communication with prospects throughout longer sales cycles.
• Handle objections professionally and confidently.
• Continue nurturing prospects until a meeting is booked or a clear decision is received.
• Maintain persistence while delivering an exceptional prospect experience.

CRM & Pipeline Management

• Maintain accurate records in CRM platforms such as HubSpot and Salesforce.
• Log calls, emails, LinkedIn activity, meeting outcomes, and follow-up tasks.
• Keep pipeline data clean, organized, and up to date.
• Support reporting through accurate activity tracking.

Requirements

Must-Have Qualifications

Experience

• 1–3+ years of experience in appointment setting, Sales Development Representative (SDR), Business Development Representative (BDR), or outbound lead generation.
• Proven success with outbound prospecting and appointment setting.
• Experience managing follow-up sequences across multiple touchpoints.

Core Skills

• Excellent written and verbal English communication skills.
• Strong objection-handling and active listening abilities.
• Experience using HubSpot, Salesforce, Calendly, and Google Calendar.
• Strong organizational and time-management skills.
• Comfortable working independently in a remote environment.
• Reliable internet connection and professional remote workspace.