Sales Development Representative (SDR)

Vestwell

About the role

Vestwell is a financial technology company that provides solutions for saving for retirement, education, and healthcare. The company serves over 350,000 businesses and 2 million active savers, managing over $50 billion in assets.

Responsibilities

• Represent Vestwell’s products and services to new prospects, including 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 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.
• Utilize Salesforce & Salesloft to manage lead lists.
• Understand Vestwell’s partnerships and products/services.
• Set up meetings for prospects with field sales representatives.
• Report to sales manager with weekly, monthly, and quarterly results.

Requirements

• The Necessities:
• 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.
• The Extras:
• 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.

Benefits

We offer comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model provides flexibility while offering access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. Additionally, we provide a competitive 401(k) plan.