Sales Development Representative (SDR)

At Vestwell, we know that the key to growth is a high-performing sales team. That’s why we’re seeking a qualified sales development representative (SDR) to find and screen potential customers who could benefit from our range of financial wellness products and services. As the first line of communication with a prospect, the ideal SDR has a strong understanding of the sales methodology and excels at:

Engaging new clients through high volume calls and call cadences

Driving qualification, urgency and intent

Creating effective sales meetings for sales closers that optimize prospect conversion

Vestwell SDRs should be a quick learner who has strong communication skills and an ability to showcase our offerings in a compelling way. SDRs are generally in this role between 6-9 months. After month 9, successful SDRs are eligible for promotion into full cycle, closing roles.

Represent the company’s products and services & deliver Vestwell’s value proposition to new prospects, including both financial advisors and business owners.

Qualify prospects, build intent & generate new meetings for sales through outbound calling.

Manage and maintain a pipeline of interested prospects and engage sales leaders in next steps.

Own your personal growth and development as a Vestwell sales representative by learning the financial services industry, Vestwell’s range of financial wellness solutions, and the mechanics of a modern sales process.

Ability to utilize Salesforce & Salesloft to manage lead lists

Understanding the Vestwell partnerships