Sales Development Representative (SDR) - Full-time
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Job Description
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About the Role
As a Sales Development Representative (SDR), you will be staffed on either our outbound team or our inbound team. As an outbound SDR, you will be responsible for generating and qualifying leads to support the sales team in achieving revenue targets. Your primary focus will be on prospecting, lead generation, and initiating contact with potential FreeWill partners. As an inbound SDR, you will respond quickly to and steward marketing leads, playing 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.
This role will need to work during general business hours, typically 9-5pm EST or 7-3pm PST.
FreeWill offers a base salary of CAD $61,000 and variable compensation of CAD $15,000, for a potential total OTE of CAD $76,000.
Note: Compensation may differ based on location and cost of living.
Responsibilities
Strategic Prospecting (Outbound): Build your own nonprofit prospect lists from an assigned account territory (e.g., universities, animal shelters, environmental organizations) based on ideal customer profiles and initiate contact through 50+ phone calls per day.
High-Velocity Response (Inbound): Act as the first point of contact for marketing-generated leads, maintaining a strict “Speed-to-Lead” response time to maximize conversion.
Lead Generation & Qualification: Initiate contact with nonprofit prospects to educate them on the FreeWill mission, generate high-intent interest, and identify new partnership opportunities.
Qualification & Handoff: Qualify leads and schedule discovery meetings for the sales team with interested prospects, ensuring a smooth handover of information.
CRM Excellence: Maintain accurate and up-to-date records of all interactions and prospect information in the CRM system.
Objection Handling: Clearly articulate products and solutions to manage and overcome objections from prospective partners.
Collaborative Strategy: Work closely with account executives to align on target accounts and optimize the sales process.
Quota Attainment: Meet or exceed assigned targets for lead generation.
Qualifications
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.
Some experience with, or strong willingness to learn, sales databases and tools (such as Outreach, Salesforce, and Clay).
Ability to thrive in a fast-paced, dynamic environment and adapt quickly to changing priorities.
Collaborative mindset with a willingness to work closely with the sales team and engage with potential partners.
Previous experience in sales, lead generation, or customer-facing roles is advantageous but not mandatory.
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FreeWill
View Company ProfileFreeWill (operating at freewill.com) is a socially driven estate planning platform engineered for accessibility and charitable impact. Founded in 2016 and headquartered in Concord, CA, FreeWill redefines traditional will-making by offering a free, legally valid online tool that eliminates barriers to estate planning. Unlike conventional services that charge fees or require complex legal processes, FreeWill simplifies the creation of last wills and testaments while subtly encouraging charitable giving. Under the hood, the platform leverages user-friendly digital forms and legal safeguards to ensure documents meet state requirements, while its business model—supported by nonprofit partnerships—funds the service without hidden costs. This allows individuals to draft and execute their wills effortlessly, with the added benefit of directing assets to charitable causes, having already facilitated over $13 billion in charitable commitments. Backed by a $42.3 million funding round, including a $30 million Series B, FreeWill positions itself at the intersection of philanthropy and technology, empowering donors to make meaningful, non-cash contributions with ease.
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