Who are we looking for?
Make sure to apply with all the requested information, as laid out in the job overview below.
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
The SDR should be a quick learner who has strong communication skills and an ability to showcase our offerings in a compelling way.
What will you be doing?
- 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
Requirements
The Necessities
- 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
The Extras
- 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
The expected salary range for this position is $55K - $60K, plus 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.
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