Sales Development Representative, Vestwell

• The SDR should be a quick learner who has strong communication skills and an ability to showcase our offerings in a compelling way
• 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

Desirable

• 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
• 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

• It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests
• Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well
• Efore making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer
• We prioritize transparency and lack of surprise throughout the process