Sales Development Representative (SDR)

July 21

Apply Now

Receive Emails with Similar Jobs

Vestwell

WebsiteLinkedInAll Job Openings

Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individuals.

Financial Services • 401(k) • 403(b) • IRA rollovers • Retirement Planning

201 - 500

💰 Series C on 2021-07

Description

• 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. • Utilize Salesforce to manage lead lists • Understand Vestwell partnerships • Understand the products and services Vestwell offers • Master talk tracks and ability to qualify prospects • Utilize Salesloft to make outbound calls focused on generating new sales opportunities • Set up meetings for prospects with field sales representatives • Report to sales manager with weekly, monthly, and quarterly results

Requirements

• Two 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 • 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 & exceeding sales quotas • Proficiency with Salesforce, Salesloft, or other CRM software • Financial services &/or small business sales experience

Benefits

• Competitive health coverage • Open vacation policy • Remote-hybrid office policy • Great 401(k) plan