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Full-Time

Sales Development Representative

Sdr

Confirmed live in the last 24 hours

Vestwell

Vestwell

201-500 employees

Digital platform for modern retirement plans

Fintech
Financial Services

Compensation Overview

$55k - $60kAnnually

+ Variable

Junior, Mid

King of Prussia, PA, USA + 3 more

More locations: Austin, TX, USA | New York, NY, USA | Phoenix, AZ, USA

Remote-hybrid office policy; employees are welcome at the office in midtown Manhattan.

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
Communications
Salesforce
Requirements
  • Two or more years of experience in sales, with a track record of exceeding lead targets
  • 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
Responsibilities
  • Represent the company’s products and services & deliver Vestwell’s value proposition to new prospects, including both financial advisors and business owners.
  • Qualify prospects, build intent & generate new meetings for sales through outbound calling.
  • Manage and maintain a pipeline of interested prospects and engage sales leaders in next steps.
  • Own your personal growth and development as a Vestwell sales representative by learning the financial services industry, Vestwell’s range of financial wellness solutions, and the mechanics of a modern sales process.
  • Utilize Salesforce to manage lead lists
  • Understand Vestwell partnerships
  • Understand the products and services Vestwell offers
  • Master talk tracks and ability to qualify prospects
  • Utilize Salesloft to make outbound calls focused on generating new sales opportunities
  • Set up meetings for prospects with field sales representatives
  • Report to sales manager with weekly, monthly, and quarterly results

Vestwell modernizes retirement plans for businesses and their employees through a digital platform that simplifies plan management. Employers benefit from fast onboarding, vendor oversight, and fiduciary investment management services, which reduce administrative burdens and liability. Employees can customize their investment options and easily monitor their plans using a user-friendly interface. Vestwell's integrated approach offers transparent pricing and aims to transform the retirement planning process by leveraging technology.

Company Stage

Series D

Total Funding

$289.9M

Headquarters

New York City, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

17%

1 year growth

34%

2 year growth

70%
Simplify Jobs

Simplify's Take

What believers are saying

  • The recent $125 million Series D funding round, led by Lightspeed, provides significant capital for expansion and innovation.
  • Vestwell's collaboration with Netchex and Alera Group demonstrates its ability to form strategic partnerships that can drive growth and market penetration.
  • The platform's user-friendly interface and customizable investment options make it attractive to a wide range of clients, from small businesses to large enterprises.

What critics are saying

  • The competitive landscape in fintech and retirement planning is intense, with numerous players vying for market share.
  • Regulatory changes in the financial services industry could impact Vestwell's operations and require costly adjustments.

What makes Vestwell unique

  • Vestwell's focus on modernizing retirement plans through a comprehensive digital platform sets it apart from traditional financial service providers.
  • The company's integrated approach, offering everything from onboarding to compliance under one roof, simplifies the retirement planning process for both employers and employees.
  • Partnerships with companies like Netchex and Alera Group enhance Vestwell's reach and credibility in the market.