Sales Development Representative (SDR)

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 350000 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.

Vestwells platform serves a diverse clientele including financial advisers employers third-party administrators financial institutions payroll providers government agencies and individual savers. To learn more

Who Are We Looking For

At Vestwell we know that the key to growth is a high-performing sales team. Thats why were 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.

What Will You Be Doing

• Represent the companys products and services & deliver Vestwells 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 Vestwells 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.

Requirements

The Necessities

• 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.

The Extras

• Bachelors 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.

This role will be based in our Austin TX office and will be part of Vestwells hybrid in-office operation.

The expected base salary range for this position is a minimum of $55K - $60K plus performance based variable. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

OUR BENEFITS

Were an innovative high-growth company with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy but all employees are welcome at our bright comfortable office with many workspace options in our Midtown Manhattan Austin King of Prussia and Phoenix offices so everyone has a setting that is the most productive for them. Oh and naturally we have a great 401(k) plan!

OUR PROCESS

It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell your experience and your interests. Next steps can vary by role but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer a portfolio review for a Designer deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well.Before making an offer our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer.We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from any other domain not ending not our Recruitment team.

VestwellsPrivacy Policy.Attention California residents: In the course of conducting our business and complying with federal state and local government regulations governing such matters as employment tax insurance etc. we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:Vestwells California Privacy Rights Policy.