Vestwell is a financial technology company that empowers the new savings economy, serving a diverse clientele with a platform that enables over 2 million active savers. They are seeking a Sales Development Representative (SDR) to find and qualify potential customers for their financial wellness products through high-volume outreach and effective communication. The SDR will play a crucial role in managing prospect pipelines and setting up meetings for sales representatives.

Responsibilities

• 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

Skills

• 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

Benefits

• Comprehensive health benefits
• Generous time off
• A dedicated Employee Wellbeing Committee
• Hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
• Competitive 401(k) plan

Company Overview