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
Vestwell is a digital savings platform that offers and manages a range of savings and retirement plans. It was founded in 2016, and is headquartered in New York, New York, USA, with a workforce of 501-1000 employees. Its website is http://vestwell.com.