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VestwellVestwellNew York, NY

Sales Development Representative (SDR)

Prospects and qualifies leads through high-volume outbound calling for financial wellness products, setting up meetings for closers. Requires 1+ years sales experience, strong communication, and CRM proficiency like Salesforce.

55k – 60k/yr
Hybrid1+ YOESales Development

About the role

Responsibilities

  • Represent the company's products and services and deliver Vestwell's value proposition to new prospects, including financial advisors and business owners.
  • Qualify prospects, build intent, and generate new meetings for sales through outbound calling.
  • Manage and maintain a pipeline of interested prospects and engage sales leaders in next steps.
  • Own personal growth and development by learning the financial services industry, Vestwell's solutions, and modern sales processes.
  • Utilize Salesforce and Salesloft to manage lead lists.
  • Understand Vestwell partnerships, products, and services.
  • Master talk tracks and qualify prospects.
  • Identify prospect needs 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

  • 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 and exceeding sales quotas.
  • Proficiency with Salesforce, Salesloft, or other CRM software.
  • Financial services and/or small business sales experience.

Compensation

Expected base salary range: $55K - $60K, plus performance-based variable (based on NY and similar metro areas).

Skills

SalesforceSalesloftOutbound CallingCRMSales MethodologyLead QualificationPipeline ManagementFinancial Services
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