Business Development Representative

• Vestwell is transforming the way people save for the future through modern workplace savings and financial wellness solutions. We are building a high-performing sales organization where people are coached, challenged, and given a clear path to grow
• The Business Development Representative (BDR) is a six-month development role designed to prepare high-performing sales professionals for a full-cycle Business Development position on our Financial Advisor channel. You will be responsible for creating qualified pipeline while developing the prospecting, discovery, qualification, and relationship-building skills required to succeed in a full-cycle sales role
• This is more than an activity-based BDR role. We expect you to understand who you are targeting, why they should care, what problems Vestwell solves, and how to create meaningful sales conversations
• You will be the main driver for converting organic and sourced leads into plan sales within your sales region. That’s just the base-line
• Day-to-Day, You May Also Be Expected To:
• Execute high-quality outbound prospecting through phone, email, LinkedIn, and other channels
• Research accounts and identify relevant decision-makers and business opportunities
• Build and manage a healthy prospect pipeline using Salesforce, Salesloft, and other sales technologies
• Conduct meaningful conversations that uncover customer needs, challenges, priorities, and business impact
• Qualify prospects based on established criteria and create high-quality opportunities for the next stage of the sales cycle
• Effectively communicate Vestwell’s value proposition and create urgency
• Maintain accurate CRM records, complete follow-up, and manage daily activities independently
• Participate in call coaching, role plays, training, and team development
• Take ownership of performance, seek coaching, and consistently apply feedback
• By the end of the program, you should be able to:
• Consistently generate qualified pipeline (Stage 1 opportunities)
• Prospect strategically and prioritize high-value opportunities
• Conduct effective discovery and qualification
• Build relationships with prospects and Advisors
• Handle common objections and advance conversations
• Maintain an organized and actionable pipeline
• Demonstrate strong business acumen and communicate customer value
• Consistently meet or exceed performance expectations
• Demonstrate the skills, accountability, and judgment required to eventually own a full sales cycle
• The BDR role is the first step in Vestwell’s structured sales career path:
• BDR (6 months) → Business Development Consultant → Business Development Director → Regional Vice President
• Successful SDRs who consistently demonstrate the required performance and competencies will be considered for promotion into Business Development, where they will own pipeline progression, closing, and revenue
• The goal isn’t simply to become a great BDR. The goal is to develop the skills to become a great full-cycle salesperson

Benefits

• Competitive health coverage
• A dedicated Employee Wellbeing Committee
• Generous vacation, safe/sick time, and leave policies
• Strong focus on learning & development
• Hybrid work environment
• A great 401(k) plan!

• Want to develop into a full-cycle sales professional
• Are organized and effective at managing multiple priorities
• Can handle rejection and maintain consistent execution
• Are naturally curious and listen to understand rather than simply waiting to respond
• Take ownership of your goals, commitments, and results
• Are motivated by measurable results and continuous improvement
• Prior sales or BDR experience is helpful, but we value potential, work ethic, coachability, communication skills, and demonstrated achievement over a specific career path
• Are comfortable picking up the phone and starting conversations with people you don’t know
• Respond positively to feedback and quickly apply coaching
• Can learn complex products and communicate their value clearly

• Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you’re looking for, while also giving you the opportunity to learn more about Vestwell and the team
• From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel
• Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises