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SMB Account Executive (Estately by FreeWill) - REMOTE - USA

FreeWill is an award-winning, social-good startup that has partnered with 1450+ nonprofits who support our mission while raising more than $9B in bequests to charities 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 6 years, we’ve grown from 5 people to 175+ (all smart, tenacious, and kind), and continue to grow. We’d love to have you be a part of this adventure. In 2024, we were named a "Most Loved Workplace"; you can also check us out on Glassdoor!

Full-time •  Excellent Benefits • Work from Anywhere in the US (except AL, CO, or LA)

FreeWill is revolutionizing estate planning with Estately, a new platform for financial advisors (FAs). We're searching for a passionate Account Executive to join our mission and build a thriving sales channel from the ground up.

You'll thrive if you:

  • Champion the Advisor-Centric Approach: Understand FA’s' needs and build strong relationships.
  • Close Deals & Ignite Growth: Close inbound leads and source new opportunities in the SMB space.
  • Become an Estate Planning Expert: Champion Estately's innovative solution for comprehensive estate planning.

Bonus points for:

  • Proven experience selling to financial advisors. 
  • A passion for building from scratch and influencing future direction.
  • Comfort moving in a high-velocity sales environment.

We are a customer-centric …

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Job Profile

Regions

North America

Countries

United States

Benefits/Perks

Excellent benefits Stock options

Skills

Communication Customer-centric Negotiation Prospecting Relationship building Sales

Tasks
  • Negotiation
  • Preparing proposals
  • Preparing proposals and contracts
  • Prospecting
Restrictions

Not available

Timezones

America/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9