Sales Development Representative, FreeWill
Estately
$70k
More information about location
Tech to make charitable donations easier for donors
Posted today
Tech to make charitable donations easier for donors
201-500 employees
Posted today
$70k
More information about location
201-500 employees
Company mission
To make estate planning warm, intuitive, and totally free.
Role
Who you are
- The SDR role requires excellent communication skills, a strong work ethic, and the ability to thrive in a fast-paced, target-driven environment
- 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
What the job involves
- FreeWill is revolutionizing estate planning with Estately, a new platform for financial advisors (FAs)
- We're searching for a passionate Sales Development Representative (SDR) to join our mission and build a thriving sales channel from the ground up
- The Estately team functions as an early stage startup within a larger startup
- This is a fast-moving, high velocity deal role selling into financial advisor firms of various sizes
- The SDR will also help build the SDR playbook for Estately
- As an SDR, you will be 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
- You will play a crucial role in the sales process by identifying qualified opportunities and passing them on to the appropriate account executives
- This role will need to work during general business hours which is typically 9-5pm EST or 7-3pm PST
- Build your own prospect lists of financial advisors based on our ideal customer profiles
- Initiate contacts with prospects through cold calls (50+ per day) and email campaigns to educate them about FreeWill, 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
Application process
- Hiring Manager Phone Interview (15-30 minutes)
- Work Sample (on your own time; 45 minutes maximum)
- Mock Call (30 minutes)
- Final interview with a FreeWill team member (30 minutes)
- Offer (contingent on positive references)
- Please note that steps in the hiring process can and may change and the Recruiter will be your point of contact in sharing any updates in terms of the process
- If you are selected to move forward in this process, the Recruiter will share more details about the hiring process and interviewers
- However, this is a good estimate of what you can expect
- For most roles, our hiring processes take an average of 4-6 weeks
- We ask that you refrain from use of AI-generated content during the hiring process which includes phone screens, video interviews, tech screens, or other assessment stages except as otherwise indicated to you by the Recruiter
- Using ChatGPT to generate scripted answers to application questions or during phone screens and video interviews is strongly discouraged and will result in not moving forward in the hiring process
- However, the use of an AI design tool to enhance the design of a presentation deck is permitted
Our take
Estate planning has long been seen as a complex, intimidating, and costly process, resulting in a significant number of adults in the US, approximately 70%, not having a will. FreeWill, however, aims to change this perception by offering a user-friendly tool that enables anyone to create these crucial documents.
By leveraging FreeWill, individuals can take control of their end-of-life planning and ensure that their assets are distributed according to their wishes. The platform guides users through the necessary steps, helping them name beneficiaries, designate asset distribution, and appoint executors to manage their estates. The company also sets itself apart with its Crypto for Charity platform. By including options on digital currencies, FreeWill makes it easier for Crypto and NFT users to make tax-advantaged donations as well.
FreeWill's no-cost estate planning tools are made possible through the support of nonprofit organizations, allowing individuals to create their wills and leave a gift for a cause they care about. By integrating charitable giving into the estate planning process, FreeWill encourages individuals to consider philanthropy as part of their end-of-life plans. With over $7.8B+ committed to nonprofit organizations to date, the company's dedication to supporting charitable causes and the significant impact individuals can make through their estate planning choices is truly evident.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-12% employee growth in 12 months
Company
Funding (1 round)
Mar 2022
$30m
SERIES B
Total funding: $30m
Company benefits
- Medical, dental, and vision coverage
- Unlimited PTO
- Flexible work hours
- Paid parental leave
- (Virtual) Team events
- Professional development
- Monthly co-working reimbursement
Company HQ
Hell's Kitchen, New York, NY
Leadership
Jennifer Xia Spradling
(Co-Founder & Co-CEO)Graduated from Stanford University with a Masters in Business Administration. Previously worked as an Advisor at Paribus, a Private Equity Associate at Bain Capital and as a Business Analyst at McKinsey & Company.
Patrick Schmitt
(Co-Founder & Co-CEO)Graduated from Stanford University with a Masters in Business Administration. Previously the VP of Marketing at Farmingo and the Head of Innovation at Change.org.
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