Sales Development Representative (SDR)

Who Are We Looking For?

Vestwell is seeking a qualified Sales Development Representative (SDR) to find and screen potential customers who could benefit from Vestwell's range of financial wellness products and services. The ideal SDR has a strong understanding of sales methodology and excels at engaging new clients through high-volume calls and call cadences, driving qualification, urgency, and intent, and creating effective sales meetings for sales closers that optimize prospect conversion.

What Will You Be Doing?

• Represent the company’s products and services and deliver Vestwell’s value proposition to new prospects, including both financial advisors and business owners.
• Qualify prospects, build intent, and generate new meetings for sales through outbound calling.
• Manage and maintain a pipeline of interested prospects and engage sales leaders in next steps.
• Own your personal growth and development as a Vestwell sales representative by learning the financial services industry, Vestwell’s range of financial wellness solutions, and the mechanics of a modern sales process.
• Ability to utilize Salesforce & Salesloft to manage lead lists.
• Understanding of Vestwell partnerships.
• Understanding of the products and services Vestwell offers.
• Master talk tracks and ability to qualify prospects.
• Identify the needs of prospects, and suggest appropriate products or services.
• Set up meetings for prospects with field sales representatives.
• Report to sales manager with weekly, monthly, and quarterly results.

Requirements

• 1 or more years of experience in sales, with a track record of exceeding lead targets.
• Strong communication skills via phone and email.
• Proven, creative problem-solving approach and strong analytical skills.
• Displays self-motivation for sales coaching and development.
• Strong desire and ability to move up within a sales organization.

• Bachelor’s degree (or equivalent) or at least five years of relevant work experience.
• Experience as a sales development representative, with a track record of achieving & exceeding sales quotas.
• Proficiency with Salesforce, Salesloft, or other CRM software.
• Financial services &/or small business sales experience.

Pay & Schedule

The expected base salary range for this position is a minimum of $55K - $60K, plus performance-based variable. The role will be based in our New York, NY or Austin, TX office, and will be part of Vestwell's hybrid in-office operation.