Business Development Associate
Creates qualified pipeline for Vestwell’s Financial Advisor channel through strategic outbound prospecting, account research, discovery, and qualification. This six-month development role emphasizes coachability, communication, resilience, and progression toward a full-cycle sales position.
About the job
Responsibilities
- Execute high-quality outbound prospecting through phone, email, LinkedIn, and other channels.
- Research accounts, identify decision-makers, and uncover business opportunities.
- Build and manage prospect pipelines using Salesforce, Salesloft, and other sales technologies.
- Conduct discovery conversations to understand customer needs, challenges, priorities, and business impact.
- Qualify prospects and create high-quality opportunities for the next sales-cycle stage.
- Communicate Vestwell's value proposition and create urgency.
- Maintain accurate CRM records, complete follow-up, and manage daily activities independently.
- Participate in call coaching, role plays, training, and team development.
- Apply feedback and take ownership of performance.
Requirements
- Comfort initiating conversations with unfamiliar prospects by phone.
- Curiosity and active listening skills.
- Resilience in handling rejection and maintaining consistent execution.
- Strong ownership, organization, prioritization, and communication skills.
- Coachability and ability to apply feedback quickly.
- Ability to learn complex products and communicate their value clearly.
- Motivation by measurable results and continuous improvement.
- Desire to develop into a full-cycle sales professional.
- Prior sales or BDR experience is helpful but not required.
Nice-to-Haves
- Prior business development or sales experience.
- Demonstrated achievement in a measurable, performance-oriented environment.
Compensation & Benefits
- Expected OTE of approximately $72K, consisting of a $60K base salary and up to $12K variable compensation.
- Comprehensive health benefits.
- Generous paid time off.
- Employee Wellbeing Committee.
- Hybrid work model.
- Competitive 401(k) plan.
Skills
Salesforce, Salesloft, LinkedIn, Outbound Prospecting, Account Research, Discovery, Lead Qualification, Pipeline Management, CRM, Objection Handling
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