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 and Best Practice Institute and in 2025, we were named as one of Forbes' Best Startup Employers and the 2025 Most Loved Workplaces® for Diversity; you can also check us out on Glassdoor! Curious about company culture and management at FreeWill? Check out the 2025 Best Manager Ever podcast featuring Anthony Sottile, FreeWill's VP of Partner Success on either Spotify or Apple. 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!

Job Title: Senior Business Development Representative Department: Business Development Job Status: Exempt Compensation: Direct Reports: No COMPANY OVERVIEW CrossCountry Freight Solutions (CCFS) is an exceptional company with a mission to achieve universal prosperity with our Customers, Company, Team Members, & Communities. We use the latest technology to provide quality service and on-time delivery to our customers. CCFS provides direct service throughout the Western and Central United States. We look forward to having you Hitch on and Prosper with us! JOB TITLE: Senior Business Development Representative DEPARTMENT: Business Development JOB STATUS: Exempt SALARY RANGE: $75,000-$90,000 + Incentive (Depending on skills and knowledge) + uncapped commissions LOCATION: Wichita, KS (Remote) - Must be located in or near Wichita REPORTS TO: Regional Sales Director DIRECT REPORTS: No JOB SUMMARY As a Senior Business Development Representative, you'll work with more strategic accounts requiring premium service offerings and higher-touch relationship management. You'll leverage your LTL industry knowledge to sell value-based solutions (full indemnity, time-critical, guaranteed delivery) while managing more complex sales cycles and larger revenue opportunities. You'll collaborate with Business Development Representatives on shared accounts while managing your own portfolio of strategic customers. The ideal candidate has a strong command of LTL fundamentals and network operations, with the ability to confidently discuss technical topics such as EDI, TMS, 3PLs, and broader logistics modes. They sell on value and service differentiation rather than price, using a consultative approach to uncover customer needs and build long-term, trust-based relationships as a strategic advisor. Highly disciplined and organized, they exercise sound judgment in qualifying opportunities, follow through proactively, and remain resilient and self-motivated. Comfortable with CRM systems and business technology, they communicate clearly, operate with integrity and a company-first mindset, and demonstrate a growth mindset through continuous improvement, mentoring less experienced reps, and pursuing advancement toward a National Sales role. ESSENTIAL JOB DUTIES - Qualify 5+ inbound leads per week using structured discovery process (1 week qualification period) - Conduct consultative discovery calls to understand customer shipping needs, pain points, and requirements - Position service-based value proposition (transit time, reliability, claims ratio) vs. price-only competitors - Sell value-based solutions and justify premium pricing through ROI and service differentiation - Manage 3-week conversion period with systematic follow-up and proactive customer engagement - Handle first 4-6 weeks post-conversion (highest service issue risk) with intensive customer support - Maintain 50+ retained customer relationships with consistent touchpoints and value-added service - Manage strategic accounts ($100k+ annual revenue) requiring premium service offerings - Advise customers on integration technologies (API/EDI), TMS systems, and logistics options - Use CRM daily to track all activities, opportunities, and customer interactions accurately - Follow established sales process and complete assigned tasks within company systems - Coordinate with operations, customer service, and claims teams to resolve issues - Collaborate with 4-5 Outside Sales reps on shared accounts and provide guidance - Handle more complex shipping problems requiring creative solutions and network knowledge - Maintain deep understanding of competitive landscape and alternative transportation modes - Target: $1M annual revenue growth (8-10 new $100k+ customers per year) SUCCESS METRICS - Pipeline: 6-8 qualified opportunities at all times (longer sales cycles) - Activity: 5 new leads qualified per week - Conversion: 8-10 new customers per year ($100k+ annual revenue each) - Retention: 99%+ customer retention rate - Revenue Growth: $1M annual incremental revenue - Premium Service Mix: Higher percentage of full indemnity, time-critical shipments - CRM Compliance: 100% opportunity and activity tracking MINIMUM REQUIREMENTS - REQUIRED: 1 year with our company OR 2 years LTL industry experience - Demonstrated success in Outside Sales role (if internal promotion) - Deep network knowledge and ability to advise customers on routing and service options - Proven ability to sell value over price and justify premium pricing - Conversational knowledge of 3PLs, API/EDI integration, TMS systems, and broader logistics modes - Comfortable with technology: CRM systems, mobile applications, Microsoft Office - Strong organizational skills and ability to work within structured processes - Self-motivated with ability to work independently - Valid driver's license and reliable transportation - Bachelor's degree preferred but not required WHAT WE OFFER - Year 1 total compensation potential: $100-130k - Top performers earn $150k+ - Clear promotion path to National Sales (2+ years) - Mileage Reimbursement - Laptop, mobile phone, CRM and sales tools - Advanced sales training and professional development #SALES

Job Title: Business Development Representative Department: Business Development Job Status: Exempt Compensation: Direct Reports: No COMPANY OVERVIEW CrossCountry Freight Solutions (CCFS) is an exceptional company with a mission to achieve universal prosperity with our Customers, Company, Team Members, & Communities. We use the latest technology to provide quality service and on-time delivery to our customers. CCFS provides direct service throughout the Western and Central United States. We look forward to having you Hitch on and Prosper with us! JOB TITLE: Business Development Representative DEPARTMENT: Business Development JOB STATUS: Exempt SALARY RANGE: $60,000-$75,000 + Incentive (Depending on skills and knowledge) + uncapped commissions LOCATION: Wichita, KS (Remote) - Must be located in or near Wichita REPORTS TO: Regional Sales Director DIRECT REPORTS: No JOB SUMMARY Join our team as a Business Development Representative, where you'll build and manage a portfolio of customers shipping freight via Less-Than-Truckload (LTL) transportation. This is a consultative, relationship-focused sales role where you'll qualify leads, uncover customer needs, position our service-based value proposition, and manage accounts through successful conversion and long-term retention. You'll work within a structured sales process, using CRM and mobile technology to manage 50+ customer relationships at different stages. Success requires strong organization, persistence, and relationship-building skills, along with the ability to quickly learn our network and service offerings. The ideal candidate thrives in a structured environment, follows established processes, and manages multiple relationships effectively. They are resilient, enjoy helping customers solve problems, and adapt quickly to new technology. Motivated to build a long-term career with growth opportunities, they value integrity and doing what’s right for both customers and the company. No logistics experience is required, as comprehensive training is provided. ESSENTIAL JOB DUTIES - Qualify 5+ inbound leads per week using structured discovery process (1 week qualification period) - Conduct consultative discovery calls to understand customer shipping needs, pain points, and requirements - Position service-based value proposition (transit time, reliability, claims ratio) vs. price-only competitors - Manage 3-week conversion period with systematic follow-up and proactive customer engagement - Handle first 3 weeks post-conversion (highest service issue risk) with intensive customer support - Maintain 50+ retained customer relationships with consistent touchpoints and value-added service - Use CRM daily to track all activities, opportunities, and customer interactions accurately - Follow established sales process and complete assigned tasks within company systems - Coordinate with operations, customer service, and claims teams to resolve issues - Target: $750k annual revenue growth (8-10 new $50k+ customers per year) SUCCESS METRICS - Pipeline: Minimum 4 qualified opportunities at all times - Activity: 5 new leads qualified per week - Conversion: 8-10 new customers per year ($50k+ annual revenue each) - Retention: 99%+ customer retention rate - Revenue Growth: $750k annual incremental revenue - CRM Compliance: 100% opportunity and activity tracking MINIMUM REQUIREMENTS - No prior logistics or LTL experience required - we provide comprehensive training - B2B sales experience preferred but not required - Comfortable with technology: CRM systems, mobile applications, Microsoft Office - Strong organizational skills and ability to work within structured processes - Self-motivated with ability to work independently - Valid driver's license and reliable transportation WHAT WE OFFER - Year 1 total compensation potential: $75-90k - Top performers earn $100k+ - Comprehensive paid training on LTL industry and our network - Clear promotion path: Outside Sales → Senior Outside Sales (1+ years) → National Sales (2+ years) - Mileage Reimbursement - Laptop, mobile phone, CRM and sales tools #SALES

About Us: At Vertu Agent, we are a high-performance, client-focused firm operating across several industries. We combine innovation, professionalism, and collaboration to deliver exceptional service. Our teams are empowered with the resources, training, and autonomy to exceed client expectations while growing professionally. Our Culture: We prioritize excellence, accountability, and continuous learning. Our environment is collaborative yet results-driven, celebrating initiative, problem-solving, and high-impact contributions. Top performers are recognized, mentored, and given opportunities to take on leadership responsibilities. About the Role: We are seeking an ambitious, results-driven Inside Sales Agent with 1–3 years of experience in lead generation and sales conversion for a part-time remote role. The ideal candidate excels at building relationships, qualifying leads, and maintaining a strong pipeline. Experience in service-based industries (janitorial, cleaning, or home services) is a strong plus. Key Responsibilities - Conduct inbound and outbound calls to prospective clients - Generate leads and set qualified appointments - Build and maintain relationships with potential customers - Track activities and follow-ups using CRM systems - Support the sales pipeline and contribute to business growth Requirements Requirements - 1–3 years of experience in sales, lead generation, or appointment setting - Experience with outbound calling / cold outreach - Strong communication and persuasion skills - Ability to manage multiple leads and follow-ups - Comfortable working in a fast-paced, performance-driven environment - Strong English skills (spoken and written) — must be comfortable handling calls and written communication with clients