[Remote] Sales Development Representative

Note: The job is a remote job and is open to candidates in USA. FreeWill is an award-winning, social-good startup that partners with nonprofits to facilitate donations. They are seeking a Sales Development Representative to generate and qualify leads, support the sales team, and help build the SDR playbook for their new platform, Estately.

Responsibilities

• 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 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

Skills

• Ability to thrive in a fast-paced, dynamic environment and adapt quickly to changing priorities and growing team
• 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
• 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
• Some experience with, or strong willingness to learn, sales databases and tools (such as Hubspot and Salesforce)

Benefits

• Work from home with Regular (virtual) team events
• Flexible hours and Flexible Paid Time Off policy. We trust staff to manage their own schedules and take the time off you need to be your best, as long as your work is on track. We recommend staff take a minimum of three weeks annually
• Competitive salary + Company stock options
• Medical/Dental/Vision (some single coverage medical plans are 100% employer paid, subsidized rates for spousal, parent-child, and family coverage) plus 401k
• Short-term and long-term disability insurance along with Life and AD&D insurance
• Paid parental leave for all parents
• $300 annual budget to outfit your home office or cover utility bills
• $1,000 annual professional development budget
• Commuter benefits and $250 monthly co-working budget which can be used for local co-working spaces and your home wifi bill

Company Overview