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Account Executive, Estately (Estate P...

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Account Executive, Estately (Estate Planning for Financial Advisors) REMOTE - USA

Tbwa Chiat/Day Inc Alabama, US (Remote) Full-Time
Derived Salary: $100000 - $0/Year

REMOTE - USA

FreeWill is an award-winning, social-good startup that has partnered with 1,800+ nonprofits who support our mission while raising more than $10B 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 7 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. In 2024, we were named a "Most Loved Workplace" by both Newsweek and Best Practice Institute; you can also check us out on Glassdoor!



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

About the Role

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. This is the first AE role within the Estately team, which functions as an early stage startup within a larger startup. This is a fast-moving, high velocity deal role selling into small financial advisor firms. The AE will also help build the sales playbook for Estately.



Responsibilities

  • 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.
  • Execute a sales process through discovery, solution, pricing, negotiation, and close.
  • Participate in brainstorming, team meetings and client meetings, researching and assisting with program development for new prospects.
  • Collaborate with Sales Development Reps to prospect for new business.
  • Illustrate the value of products and services to create growth opportunities; compile and analyze data to identify trends.
  • Become an expert in the FreeWill platform and the broader nonprofit fundraising landscape.
  • Stay current with changes and developments in the nonprofit industry.
  • Manage complex contract negotiations and work with legal counsel as required.
  • Act with FreeWill’s values of focus, joy, kindness, and courage.


Qualifications

  • 2+ years of successful Account Executive experience in a fast-moving, high velocity SaaS company with multiple products.
  • Experience selling to financial advisors is a plus.
  • Experience leading your own product demos.
  • Experience handling negotiations and contract signing.
  • Experience managing your own prospecting.
  • Ability to make a strategic decision and run with it.
  • Ability to understand data and make data-driven decisions.
  • Smart, tenacious, and kind, with a growth mindset.


Hiring Process

  • Mock Discovery Call (30 minutes)
  • Final interviews with 2 FreeWill team members (2 separate 30 minute interviews)
  • Offer (contingent on positive references)


Compensation

FreeWill has set compensation and a non-negotiation policy for fairness reasons. The compensation for this role will be a base salary of $100,000 and a potential commission of $50,000 for a total OTE of $150,000.



Benefits

  • Work from home
  • Unlimited PTO
  • Flexible hours
  • Company stock options
  • 401k
  • Medical/Dental/Vision (some single coverage medical plans are 100% employer paid)
  • Short-term and long-term disability insurance
  • Life and AD&D insurance
  • Free One Medical membership
  • Paid parental leave for all parents
  • Regular (virtual) team events
  • $250 monthly co-working budget
  • $300 annual budget to outfit your home office or cover utility bills
  • $1,000 referral bonuses for growing our FreeWill community

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 that’s 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! FreeWill is dedicated to building an inclusive, diverse, equitable, and accessible workplace.



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