# Sales Development Representative (SDR)

**Company:** [Vestwell](https://hotfix.jobs/companies/vestwell)
**Location:** New York, NY
**Role:** Sales Development
**Salary:** $55k – $60k/yr
**Experience:** 1+ years
**Skills:** Salesforce, Salesloft, Outbound Calling, CRM, Sales Methodology, Lead Qualification, Pipeline Management, Financial Services
**Posted:** 2026-04-14

> 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.

## Job Description

## 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).

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