Power workplace retirement and savings on one modern platform—401(k)s, education, and emergency savings with payroll sync across 190+ providers. Backed by Lightspeed.
About the role
Prior sales or BDR experience is helpful, but we value potential, work ethic, coachability, communication skills, and demonstrated achievement over a specific career path. The BDR role is the first step in Vestwell's structured sales career path:
What they're looking for
- Are comfortable picking up the phone and starting conversations with people you don't know
- Are naturally curious and listen to understand rather than simply waiting to respond
- Can handle rejection and maintain consistent execution
- Take ownership of your goals, commitments, and results
- Are organized and effective at managing multiple priorities
- Respond positively to feedback and quickly apply coaching
More about this role
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs.
Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Vestwell is transforming the way people save for the future through modern workplace savings and financial wellness solutions. We are building a high-performing sales organization where people are coached, challenged, and given a clear path to grow.
The Business Development Representative (BDR) is a six-month development role designed to prepare high-performing sales professionals for a full-cycle Business Development position on our Financial Advisor channel. You will be responsible for creating qualified pipeline while developing the prospecting, discovery, qualification, and relationship-building skills required...
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