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.
About the job
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
Salesforce, Salesloft, Outbound Calling, CRM, Sales Methodology, Lead Qualification, Pipeline Management, Financial Services
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