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.

• 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.

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.