Sales Development Representative

Join Vestwell, a leading financial wellness company, as a Sales Development Representative (SDR). In this role, you will be the first point of contact for potential customers, engaging them through high-volume calls and driving qualification and urgency. You will manage a pipeline of interested prospects, set up meetings for field sales representatives, and report to the sales manager with results. This position offers opportunities for promotion into a closing role within 6-12 months, contingent on performance and quota attainment.

• Engaging new clients through high volume calls and call cadences, driving qualification, urgency, and intent.
• Qualifying prospects, building intent, and generating new meetings for sales through outbound calling.
• Managing and maintaining a pipeline of interested prospects and engaging sales leaders in next steps.
• 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
• Strong communication skills via phone and email
• Experience as a sales development representative, with a track record of achieving & exceeding sales quotas
• Bachelor’s degree (or equivalent) or at least five years of relevant work experience
• Proficiency with Salesforce, Salesloft, or other CRM software
• Financial services &/or small business sales experience
• 1 or more years of experience in sales, with a track record of exceeding lead targets