Founding Sales Development Representative (Estately)

August 22

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FreeWill

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We build technology that empowers both donors and fundraisers to make the most meaningful donations of their lives.

Planned Giving • Development • Marketing • Technology • Estate Planning

51 - 200

💰 $30M Series B on 2022-03

Description

• FreeWill is revolutionizing estate planning with Estately, a new platform for financial advisors (FAs). • Responsible for generating and qualifying leads to support the founding Estately sales team in achieving revenue targets. • Your primary focus will be on prospecting, outbound lead generation, and initiating contact with potential FreeWill partners. • Play a crucial role in the sales process by identifying qualified opportunities and passing them on to the appropriate account executives.

Requirements

• Previous experience in sales, lead generation, or customer-facing roles is advantageous but not mandatory. Those with a passion for sales and a strong desire to learn are also encouraged to apply. • Ability to thrive in a fast-paced, dynamic environment and adapt quickly to changing priorities and growing team • Some experience with, or strong willingness to learn, sales databases and tools (such as Hubspot and Salesforce) • Experience with high-volume cold calling is required. • Ability to work independently and consistently achieve or exceed goals. • Excellent verbal and written communication skills with the ability to engage, persuade, and build rapport with prospects • Strong organizational and time management skills to handle multiple priorities with attention to detail • Collaborative mindset with a willingness to work closely with the sales team members & consistently engage with potential partners

Benefits

• Work from home • Unlimited PTO • Flexible hours • Competitive salary • Commuter benefits • Company stock options • 401k • Medical/Dental/Vision (some single coverage medical plans are 100% employer paid, subsidized rates for spousal, parent-child, and family coverage) • Short-term and long-term disability insurance • Life and AD&D insurance • Free One Medical membership • Paid parental leave for all parents