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Sales Development Representative (SDR)

Vestwell
Location
New York | Austin, TX
Posted
2 months ago
Department
Advisor & National Accounts & TPA Workplace Growth
Salary
$55K - $60K
What they actually want (must-haves)
  • 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
Nice to have
  • 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
  • Experience as a sales development representative, with a track record of achieving & exceeding sales quotas
  • Proficiency with Salesforce, Salesloft, or other CRM software
  • Financial services &/or small business sales experience
What the job really is

As a Sales Development Representative (SDR) at Vestwell, you will be responsible for engaging potential customers through high-volume calls, qualifying leads, and setting up meetings for sales closers. You will represent Vestwell's financial wellness products and services, manage a pipeline of interested prospects, and report on your results to the sales manager. This role is designed for quick learners with strong communication skills and offers the potential for promotion into full-cycle sales roles after 6-9 months.

Benefits
  • Comprehensive health benefits
  • Generous time off
  • Dedicated Employee Wellbeing Committee
  • Hybrid work model with access to collaborative offices
  • Competitive 401(k) plan
Things to weigh
  • Salary range is based on NY and similar metro areas, may differ based on location
  • Role is primarily focused on lead generation and may not involve closing sales directly
Job score3.2/5
Benefits3/5
Freshness1/5
Career value3/5
Role clarity4/5
Pay transparency5/5

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