High-Impact SDR - Fast-Track to Closing Roles

Requirements 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
• (Desirable) Bachelor’s degree (or equivalent) or at least five years of relevant work experience
• (Desirable) Experience as a sales development representative, with a track record of achieving & exceeding sales quotas
• (Desirable) Proficiency with Salesforce, Salesloft, or other CRM software
• (Desirable) Financial services &/or small business sales experience

What the job involves 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
• SDRs at Vestwell have the potential for promotion into a closing role within 6-12 months, contingent on their performance and quota attainment
• 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

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