Sales Development Representative

Summary

Join FreeWill, an award-winning startup, as a Sales Development Representative (SDR) to revolutionize estate planning with Estately, a new platform for financial advisors. This fast-paced, high-velocity role involves generating and qualifying leads, prospecting, outbound lead generation, and initiating contact with potential FreeWill partners. You will play a crucial role in identifying qualified opportunities and passing them on to account executives. The SDR will also help to continue to build the SDR playbook for Estately. This full-time, remote contract position offers a base salary of $25,000 USD and a potential commission of $5,000 USD. FreeWill is committed to building an inclusive and diverse workplace and encourages applications from all qualified candidates.

Requirements

• Advanced/Fluent/Native English proficiency is required; both written and verbal
• 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

Responsibilities

• Build your own prospect lists of financial advisors based on our ideal customer profiles
• Initiate contacts with prospects through cold calls (100+ per day) and email campaigns to educate them about Estately, generate interest, and identify new sales opportunities
• Qualify leads and schedule discovery meetings for the sales team with interested prospects, ensuring a smooth handover of information
• Maintain accurate and up-to-date records of all interactions and prospect information in the customer relationship management (CRM) system
• Clearly articulate products and solutions with prospective partners to successfully manage and overcome objections
• Create personalized outreach to target accounts to generate sales meetings
• Collaborate closely with account executives to align on target accounts and optimize the sales process
• Meet or exceed assigned targets for lead generation

Benefits

• Base salary $25,000 USD
• Commission of $5,000 USD for a possible OTE (On Target Earnings) of $30,000 USD
• Full-time, remote, contract position