Sales Development Representative

• 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

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!

• Displays self-motivation for sales coaching and development
• 1 or more years of experience in sales, with a track record of exceeding lead targets
• Proven, creative problem-solving approach and strong analytical skills
• Strong desire and ability to move up within a sales organization
• Strong communication skills via phone and email
• Bachelor’s degree (or equivalent) or at least five years of relevant work experience
• Proficiency with Salesforce, Salesloft, or other CRM software
• Experience as a sales development representative, with a track record of achieving & exceeding sales quotas
• Financial services &/or small business sales experience

• 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