Sales Development Representative at Freewill

ABOUT US FreeWill is an award-winning, social-good startup that has partnered with 2,400+ nonprofits who support our mission while generating $13B in gift commitments for nonprofits since we were founded in 2017. We’ve been featured in the New York Times, Forbes, Oprah’s magazine, and our co-CEOs have even been named to Town & Country’s “Top 50 Philanthropists” list. All of this is because we’ve figured out how to make some powerful (but complicated!) ways to donate much easier and more accessible. Our products make things easier for the donors who want to change the world and for nonprofits doing heroic work around the planet. In the last 8 years, we’ve grown from 5 people to 200+ (all smart, tenacious, and kind), and continue to grow. We’d love to have you be a part of this adventure. We were named a "Most Loved Workplace" by both Newsweek [Upgrade to PRO to see link] and Best Practice Institute [Upgrade to PRO to see link] and in 2025, we were named as one of Forbes' Best Startup Employers [Upgrade to PRO to see link] and the 2025 Most Loved Workplaces® for Diversity [Upgrade to PRO to see link] you can also check us out on Glassdoor [Upgrade to PRO to see link] Curious about company culture and management at FreeWill? Check out the 2025 Best Manager Ever podcast [Upgrade to PRO to see link] featuring Anthony Sottile, FreeWill's VP of Partner Success on either Spotify [Upgrade to PRO to see link] Apple [Upgrade to PRO to see link] ABOUT THE ROLE 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. The SDR role requires excellent communication skills, a strong work ethic, and the ability to thrive in a fast-paced, target-driven environment. 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 QUALIFICATIONS - 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 HIRING PROCESS The hiring process for this role is as follows: - Initial Phone Screen (30 Minutes) - Hiring Manager Video Interview (30 minutes) - Presentation (prepare on your own time; 30 minutes live) - Final interviews with 2 Estately team members (30 minutes each, 60 minutes total) - 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. BENEFITS AND PERKS In addition to the immense personal and professional satisfaction you’ll gain from helping to raise $1T for high impact nonprofits in a kind and joyful work environment, full time employees at FreeWill are eligible for the following 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 AI POLICY We are excited to engage with candidates who can demonstrate their experience and skills through their own words and work, not through AI-generated content. We want to understand your genuine interest in the company and your unique perspectives, not simply AI-driven responses. 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. For example: 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. The Recruiter will be able to provide additional guidance during the hiring process if needed. If hired at FreeWill, we do encourage the use of AI in your role to build upon or enhance your skill set. FreeWill is an equal opportunity employer and we value diversity. We are committed to finding talent that is not determined on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other characteristic protected by law. We are a remote-first company with employees in the US, Brazil, Canada, and Pakistan! In the US, we are able to hire in 47 states and D.C. Unfortunately, we are unable to hire in Colorado, Alabama, or Louisiana at this time. We also can’t sponsor working visas, so all applicants will need to have work authorization in the US. Don’t check off every box in the requirements listed above? Please apply anyway! Studies have shown that marginalized communities - such as women, LGBTQ+ and people of color - are less likely to apply to jobs unless they meet every single qualification. FreeWill is dedicated to building an inclusive, diverse, equitable, and accessible workplace that fosters a sense of belonging – so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to still consider submitting an application. You may be just the right candidate for this role or another one of our openings!