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 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 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! 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 Displays self‑motivation for sales coaching and development Strong desire and ability to move up within a sales organization Strong communication skills via phone and email Experience as a sales development representative, with a track record of achieving & exceeding sales quotas Bachelor’s degree (or equivalent) or at least five years of relevant work experience Proficiency with Salesforce, Salesloft, or other CRM software Financial services &/or small business sales experience #J-18808-Ljbffr Vestwell