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Sales Development Representative (SDR)

Vestwell · Austin, TX · On-site

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About Vestwell

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

At Vestwell, we know that the key to growth is a high-performing sales team. That’s why we’re 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:

What they're looking for

  • 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
  • Bachelor’s degree (or equivalent) or at least five years of relevant work experience
  • Previous experience in sales, with a track record of exceeding lead targets
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

At Vestwell, we know that the key to growth is a high-performing sales team. That’s why we’re 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

Driving qualification, urgency and intent

Creating effective sales meetings for sales closers that optimize prospect conversion

Vestwell SDRs should be a...

Read the full posting on Vestwell's site ↗

Advisor & National Accounts & TPA...

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