Vestwell is 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
Job Summary
Vestwell is 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.
SDRs are generally in this role between 6-9 months, after which successful SDRs are eligible for promotion into full cycle, closing roles.
Matching Summary
Vestwell is 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.
Salary
Base: $55K - $60K; Bonus/Equity: performance based variable; Benefits: competitive health coverage, generous vacation, great 401(k)
Skills & Requirements
Must-have
High volume calls and call cadences
Drive qualification, urgency and intent
Create effective sales meetings
Strong communication skills
Utilize Salesforce & Salesloft
Nice-to-have
Quick learner
Showcase offerings compellingly
Personal growth and development
Learn financial services industry
Understand Vestwell partnerships
Key Requirements
1 or more years of sales experience
Track record of exceeding lead targets
Proven, creative problem-solving approach
Strong analytical skills
Self-motivation for sales coaching and development
Strong desire to move up within sales organization
Bachelor’s degree (or equivalent) or at least five years of relevant work experience
Experience as a sales development representative
Proficiency with Salesforce, Salesloft, or other CRM software
Financial services &/or small business sales experience