• Prospecting for and booking new meetings • Conducting discovery with new prospects • Communicating via phone, email, and teleconference • Demonstrating thought leadership and platform solutions to advance sales • Negotiating contract terms and customer pricing during the sales process • Preparing proposals, presentations, and contracts resulting in closed-won deals • Developing strategic plans to drive sales within your territory • Manage complex contract negotiations and work with legal counsel as required • Meet quarterly sales objectives • Act with FreeWill’s values of focus, joy, kindness, and courage

• Exceed ambitious sales targets by identifying, prospecting, and closing new business opportunities with advertising agencies serving QSR and CPG clients. • Develop and maintain strong, long-lasting relationships with key decision-makers at agencies, including media planners, buyers, and account directors. • Articulate the value proposition of our CPV video advertising platform, tailoring presentations and proposals to meet the specific objectives and challenges of agency clients. • Stay abreast of industry trends, competitive landscape, and client needs within the QSR and CPG sectors to inform sales strategies and product development. • Work closely with internal teams, including Ad Operations, Marketing, and Product, to ensure seamless campaign execution and client satisfaction. • Accurately forecast sales pipeline and provide regular reports on sales activities and progress towards goals. • Lead contract negotiations to secure favorable terms for both the client and the company.

• Establish an in-depth understanding of our products and processes and how agents/brokers interact with these products and processes. • Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers. • Creating and maintaining spreadsheets for large group sales proposals. • Work in tandem with Sales Executives to effectively service agents/brokers and to encourage them to maintain and grow their clients’ business including renewals by conducting regular follow-up calls to agents/brokers as well as large group employers. • Providing information on carrier administrative procedures and product availability, and direction in selecting appropriate group products. • Pre-screening individuals and groups for medical conditions to determine suitable products and risk adjustment factors on premium rates. • Assisting agents/brokers in presenting our products to clients by attending client/broker meetings and enrollment meetings as needed. • Adhere to confidentiality standards of information. • Resolve conflicts, solve problems, and provide feedback to management.

• Selling our platforms and suite of solutions to cannabis businesses that are new to the industry, to a specific market, or to our platforms. You will also prospect for existing customers to sell our stand alone features to, such as banking, advertising, and analytics. • Identify and build relationships with Director, VP, and C-level executives and other senior decision makers across cannabis brands and operators • Be the voice of the customer to help shape future features, solutions, and services • Work closely with product, compliance, and relationship management teams to deliver top-notch service and satisfaction to clients • Develop pitch narratives and iterate on existing sales strategies with the help of your sales teammates and cross-functional support. • Leverage our internal data and available resources to identify leads, network with prospects, build your pipeline, and develop your sales strategy. • Demonstrate the key functions of our platforms and solutions, highlighting the critical value propositions that differentiate our solutions from other platforms and offerings • Stay updated on trends and regulations in the cannabis industry to proactively address client challenges, speak to their needs, and highlight how we can address them. • Engage in customer discovery and consultative sales tactics to develop a better understanding of prospect needs and tailor your sales strategy accordingly • Employ critical thinking and creative problem-solving skills to navigate relationships and difficult partner conversations