Sales Development Representative

Responsibilities

• Represent company products and services to financial advisors and business owners
• Qualify prospects and generate new meetings through outbound calling
• Manage and maintain a pipeline of interested prospects
• Utilize Salesforce and Salesloft to manage lead lists
• Master talk tracks to identify prospect needs and suggest appropriate services
• Report weekly, monthly, and quarterly results to the sales manager

Requirements

• 1+ years of experience in sales with a track record of exceeding targets
• Strong communication skills via phone and email
• Creative problem-solving and strong analytical skills
• Self-motivated for sales coaching and development

Preferred Qualifications

• Bachelor's degree or five years of relevant work experience
• Previous experience as a Sales Development Representative
• Proficiency with Salesforce, Salesloft, or other CRM software
• Experience in financial services or small business sales

About the Company

Vestwell is a financial technology company powering the new savings economy, providing a platform for retirement, education, and healthcare savings needs for over 350,000 businesses and 2M active savers.