SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Salary: USD 55,000 - 60,000 / annual
Vestwell is a financial technology platform powering the savings economy, enabling over 350,000 businesses and 2M active savers to manage retirement, education, and healthcare savings across all 50 states with $50B+ in assets under management.
As a Sales Development Representative, you will be the first point of contact for prospects, responsible for identifying, engaging, and qualifying potential customers for Vestwell's financial wellness products and services. You'll execute high-volume outbound calling campaigns using proven sales methodologies to build prospect intent and generate qualified meetings for the sales closing team.
Key responsibilities include:
- Conduct outbound prospecting via phone and email to financial advisors, employers, and business owners
- Qualify leads, identify prospect needs, and determine fit for Vestwell's solutions
- Build and maintain a pipeline of interested prospects in Salesforce and Salesloft
- Create effective sales meetings that optimize prospect conversion for account executives
- Master product knowledge, talk tracks, and sales processes
- Report weekly, monthly, and quarterly results to sales leadership
- Learn the financial services industry and Vestwell's partnership ecosystem
The role typically serves as a 6-9 month stepping stone, with successful SDRs promoted to full-cycle closing roles. You'll work in a hybrid model from either the New York or Austin office.
Required qualifications: 1+ years of sales experience with a track record of exceeding lead targets, strong phone and email communication skills, self-motivation for coaching and development, and proven problem-solving ability. Preferred: Bachelor's degree, prior SDR experience with quota achievement, CRM proficiency (Salesforce/Salesloft), and financial services or small business sales background.
