Sales Development Representative (SDR) - Remote

Overview

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com

In Short

• Engage new clients through high volume calls and call cadences.
• Drive qualification, urgency, and intent.
• Create effective sales meetings for sales closers that optimize prospect conversion.
• Qualify prospects and generate new meetings for sales through outbound calling.
• Manage and maintain a pipeline of interested prospects.
• Utilize Salesforce to manage lead lists.
• Understand Vestwell partnerships and offerings.
• Set up meetings for prospects with field sales representatives.
• Report to sales manager with results.
• Potential for promotion into a closing role within 6-12 months.

Requirements

• 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.
• Bachelor’s degree or at least five years of relevant work experience.
• Experience as a sales development representative with a track record of achieving sales quotas.
• Proficiency with Salesforce, Salesloft, or other CRM software.
• Financial services or small business sales experience.

Benefits

• Competitive health coverage.
• Generous vacation offering.
• Hybrid office policy with a comfortable office in midtown Manhattan.
• All necessary equipment provided for effective remote work.
• Great 401(k) plan.