Sales Development Representative (SDR)

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).