Sales Development Representative (SDR)

Summary

Join a growth stage startup as a sales development representative to find and screen potential customers for Vestwell's financial wellness products and services.

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

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

Benefits

• Competitive health coverage
• Open vacation policy
• Remote-hybrid office policy