Sales Development Representative (SDR) at Vestwell

New York, New York, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, Financial ServicesIndustries

Requirements

Experience in sales or relevant internship experience working with front-facing sales teams
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 (Extras)
Experience as a sales development representative, with a track record of achieving & exceeding sales quotas (Extras)
Proficiency with Salesforce, Salesloft, or other CRM software (Extras)
Financial services &/or small business sales experience (Extras)

Responsibilities

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

Skills

Cold Calling

Lead Qualification

Prospecting

Sales Cadence

Value Proposition

Outbound Sales

High-Volume Calling

Vestwell

Digital platform for modern retirement plans

About Vestwell

Vestwell provides a digital platform that simplifies the management of retirement plans for businesses and their employees. Employers benefit from streamlined onboarding, vendor oversight, and fiduciary investment management services, which reduce administrative burdens and liability. Employees can customize their investment options and easily monitor their plans through a user-friendly interface. Vestwell's integrated approach and transparent pricing distinguish it from competitors, with the goal of transforming retirement planning through technology.

New York City, New YorkHeadquarters

2016Year Founded

$231MTotal Funding

SERIES_DCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Paid Vacation

Hybrid Work Options

401(k) Retirement Plan

Performance Bonus

Company Equity

Risks

Increased competition from Ascensus in the state auto-IRA market.

Ameritas and Pontera partnership may divert clients seeking integrated financial services.

Dependence on John Hancock partnership could pose risks if challenges arise.

Differentiation

Vestwell offers a comprehensive digital platform for retirement plan management.

The company provides customizable investment options tailored to individual employee needs.

Vestwell integrates fiduciary services to limit employer liability in retirement plans.

Upsides

Partnership with TIAA introduces lifetime income solutions, enhancing retirement offerings.

Collaboration with John Hancock Retirement boosts market presence and credibility.

$125 million Series D funding supports platform expansion and service enhancement.

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