Sales Development Representative (SDR)

Backed by leading Fintech investors, Diagram and Portag3 Ventures, ClearEstate is a rapidly growing start-up that is building the next generation of full end-to-end technological solutions for estate executors, at the confluence of Fintech and LegalTech.

In North America alone, there are 3M deaths per year and $65T of value to be transferred in the next 25 years; yet, the average executor is largely abandoned by current incumbents. We are changing this by offering a tech-enabled end-to-end solution for estate settlement serving mass-market executors.

ClearEstate’s mission is to disrupt traditional business models and empower underserved executors. Our vision is to build tech-enabled solutions and services to become an integrated financial services provider in the estate planning and execution space.

About The Role

This is a new role for ClearEstate, so we’re looking for trailblazers who will set the gold standard for all future SDRs within the team. Alongside industry and sales leaders, you will contribute to building a world-class sales organization on an exceptional growth path.

Reporting to the VP Growth, the Sales Development Representative will be the first point of contact for inbound leads. As such, you will approach prospective clients with a consultative and empathetic approach to sales, demonstrating awareness of their difficult circumstances.

You will be responsible for qualifying inbound leads and moving them through the sales funnel to generate opportunities, playing a critical role in driving new business and helping us achieve our objectives.

As such, you will be living and contributing to our mission by helping clients ease through a difficult time.

Key Responsibilities

• Follow up & qualify inbound leads within the designated SLA’s via phone and email.
• Develop and execute lead cadences leveraging some of the best tools available on the market.
• Conduct effective Discovery by asking the right questions, analyzing needs, and establishing appropriate next steps.
• Book Consultations and open opportunities for Estate Experts.
• Understand and articulate ClearEstate’s value proposition and how it aligns with the prospect’s unique needs.
• Maintain data integrity by tracking and forecasting KPIs and logging all key activities in the CRM.
• Maintain knowledge of the platform development to best respond to prospect inquiries and promote the ClearEstate service offering.
• Provide timely & consistent prospect feedback to the development team to continuously improve our service offering.

What We Are Looking For

• 1+ year of experience in a B2C similar role
• Bachelor’s degree or equivalent
• Excellent written and verbal communication skills
• Excellent time management and organization skills
• Experience in financial services sales is an asset (e.g., banking, insurance, trust services)
• Ability to work independently, taking initiative and ownership of the sales process
• Natural relationship builder with an emphasis on empathy and active listening
• Motivated sales professional who is mature, reliable and demonstrates integrity
• A growth minded individual who is eager to learn and be a part of our growth trajectory.

What We Offer

• Competitive salary + Compensation plan.
• Extensive insurance plan
• Monthly fitness credit
• Flexible remote/in-office work schedule
• 20 days of paid vacation plus 6 flex days for physical and mental health
• Regular team-bonding activities.
• Skill development opportunities within a growth mindset culture.
• The opportunity to be a part of something big and impactful at the confluence of fintech and legaltech