Sales Development Representative (SDR)

Who you are

You are a motivated individual with a strong understanding of sales methodologies and a passion for engaging with potential clients. As a Sales Development Representative at Vestwell, you excel at initiating conversations and driving qualification with prospects. Your communication skills allow you to effectively showcase our financial wellness offerings, ensuring that you create a positive first impression. You are a quick learner, eager to adapt to the fast-paced environment of a fintech company, and you thrive on the challenge of meeting sales targets.

Desirable

Experience in a sales role or familiarity with financial products would be advantageous, but we encourage you to apply even if your experience doesn't match every requirement. A proactive attitude and a willingness to learn are key traits that will help you succeed in this position.

What you'll do

In this role, you will be the first line of communication with potential customers, engaging them through high-volume calls and structured call cadences. Your primary responsibility will be to identify and screen potential clients who could benefit from Vestwell's range of financial wellness products and services. You will drive qualification, urgency, and intent in your conversations, ensuring that you effectively set up sales meetings for our closers. Your ability to create effective sales meetings will optimize prospect conversion, contributing to the overall growth of the sales team.

You will collaborate closely with the sales team, sharing insights and feedback to refine our approach and improve our outreach strategies. Your role will also involve maintaining accurate records of your interactions and following up with prospects to nurture leads through the sales funnel. As you gain experience, you will have opportunities to develop your skills further and potentially advance within the company.

What we offer

At Vestwell, we believe in empowering our employees and fostering a culture of growth and collaboration. You will have access to ongoing training and development opportunities to enhance your sales skills and product knowledge. We offer a supportive work environment where your contributions are valued, and you can make a real impact on the company's success. Join us in redefining how people save for critical aspects of life, and be part of a team that is shaping the future of financial wellness.