Trust & Will

Since 2017, we've helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible.. We're backed by leading names in venture capital including Jackson Square Ventures, Link Ventures, Revolution's Rise of the Rest, Halogen Ventures, and more.. This is a 6-month temporary position that has the potential to convert to full-time employment. You should be a great writer, speaker, and listener. Become a guide on estate planning in a matter of weeks, and the curiosity to keep learning about all its intricacies for years to come

business development representative

We're on a mission to help every family leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we've helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We're backed by leading names in venture capital including Jackson Square Ventures, Link Ventures, Revolution's Rise of the Rest, Halogen Ventures, and more. If you would like to join us, we are looking for an Business Development Representative who will be responsible for working alongside our Partnership Managers to book appointments and help to build out a pipeline of prospects. About you: You're likely early in your sales career and are looking for a fast-paced, leading tech company. You have a tenacious attitude and a "can do" mentality. You're looking for fast-paced growth and want career opportunities. You are self-motivated and extremely focused on maintaining a consistent volume of outbound calls, emails, and social media touches. You're passionate about building relationships and are a strong communicator + team player. You love paying attention to detail and are extremely organized. You're excited about learning from the team and making a difference in the lives of millions of families. About the Role: <ul><ul><li>Identify key prospects in our most important sales channels</li><li>Inbound/outbound cold calling and emailing</li><li>Follow and execute a known plan to qualify and book appointments with targets for our Partnership Managers</li><li>Demonstrate the value of our offering through phone calls, email, Zoom demos, LinkedIn, and any other mediums</li><li>Effectively manage your pipeline of prospects and leads - organization is key! </li><li>Positively represent our company and brand</li><li>Work in a fast-paced, challenging, high-growth startup with room to grow</li><li>This is a 6-month temporary position that has the potential to convert to full-time employment</li></ul></ul> Qualifications: <ul><ul><li>1-3 years of professional work experience </li><li>Excellent communication, interpersonal, and organizational skills</li><li>You should be a great writer, speaker, and listener</li><li>Bold - willing to hop on the phone with new people every single day and explain the Trust & Will value proposition</li><li>An obsession with prospect happiness - set the stage for effective sales follow-up</li><li>Flexibility - able to be agile with quick changes</li><li>Ability to become a subject matter expert. Become a guide on estate planning in a matter of weeks, and the curiosity to keep learning about all its intricacies for years to come</li></ul></ul> Bonus Points for: <ul><ul><li>Experience in working with Financial Institutions, Financial Advisors, Employee Benefits/Unions </li><li>Experience working in a tech company and/or high-growth startup</li></ul></ul> Employee Benefits & Perks: <ul><ul><li>Our salary range for this position is $22.00 - $30.00 per hour with an opportunity to earn up to an additional $7,500 in commission based on sales performance target within six-months. </li><li>This is a six-month, full-time temporary position.</li> Health and Wellness Benefits <li>Fantastic health benefits including medical, dental, vision and life insurance</li><li>Financial wellness benefits (planning support, savings options, and employee-sponsored 401k)</li><li>A informal mentorship program, guest speakers & reimbursement for learning opportunities</li> Extra <li>Flexible Monday - Friday work schedule + hours (any time zone) </li><li>Family-friendly work environment. We support the complexity of a remote world with the needs of families</li><li>Join an Inc. Magazine Best Workplace winner! </li></ul></ul>

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