Sales Development Representative (SDR)

Vestwell • New York, NY

211d • $55,000 - $60,000

About The Position

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. 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, and creating effective sales meetings for sales closers that optimize prospect conversion. SDRs at Vestwell have the potential for promotion into a closing role within 6-12 months, contingent on their performance and quota attainment.

Requirements

• Experience in sales or relevant internship experience working with front-facing sales teams.
• 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.

Nice To Haves

• 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.

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.
• Utilize Salesforce to manage lead lists.
• Understand Vestwell partnerships.
• Understand the products and services Vestwell offers.
• Master talk tracks and ability to qualify prospects.
• Utilize Salesloft to make outbound calls focused on generating new sales opportunities.
• Set up meetings for prospects with field sales representatives.
• Report to sales manager with weekly, monthly, and quarterly results.

Benefits

• Competitive health coverage.
• Generous vacation offering.
• Hybrid office policy.
• Bright, comfortable office with many workspace options in midtown Manhattan.
• All necessary equipment to work effectively remotely.
• Great 401(k) plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: No Education Listed
• Number of Employees: 251-500 employees