Sales Development Representative (SDR)

At Vestwell, we know that the key to growth is a high-performing sales team. That’s why we’re seeking a qualified sales development representative (SDR) to find and screen potential customers who could benefit from our range of financial wellness products and services. As the first line of communication with a prospect, the ideal SDR has a strong understanding of the sales methodology and excels at:

Engaging new clients through high volume calls and call cadences

Driving qualification, urgency and intent

Creating effective sales meetings for sales closers that optimize prospect conversion

Vestwell SDRs should be a quick learner who has strong communication skills and an ability to showcase our offerings in a compelling way. SDRs are generally in this role between 6-9 months. After month 9, successful SDRs are eligible for promotion into full cycle, closing roles.

What Will You Be Doing?

Represent the company’s products and services & deliver Vestwell’s value proposition to new prospects, including both financial advisors and business owners.

Qualify prospects, build intent & 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 the Vestwell partnerships.

Understanding 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

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.

This role will be based in our New York, NY or Austin, TX office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is a minimum of $55K - $60K, plus performance based variable. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.