Vestwell is hiring a
Entry Level Sales

Summary

Join Vestwell as a Sales Development Representative to find and screen potential customers for financial wellness products and services. The role involves engaging new clients through high volume calls, qualifying prospects, building intent, generating meetings for sales, managing and maintaining a pipeline of interested prospects, and reporting weekly, monthly, and quarterly results.

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

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

Preferred Qualifications

• 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 and an open vacation policy
• Remote-hybrid office policy with a bright, comfortable office in midtown Manhattan
• Equipment for effective remote work and a few perks
• Great 401(k) plan