Vestwell
Senior Sales Development Representative
New York, NY | Austin, TX · Senior
Sponsorship not specifiedDetected 119 days ago
SalesforceSalesBusiness DevelopmentLead GenerationPipeline ManagementForecastingCommunicationCollaboration
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odds of building a lasting career here
37Risky
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- Vestwell is the financial technology company powering the new savings economy.
- Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.
- To learn more, visit vestwell.com Who Are We Looking For?
Responsibilities
- Initiate and develop a healthy lead prospecting practice and lead to contact conversion rate.
- Create consistency in lead gen, growing and maintaining ongoing relationships to drive pipeline in your territory.
- Develop repeat regional relationships with new financial advisor prospects.
- Work in collaboration with the regional RVPs to support repeat advisors, small market solutions in the territory, etc.
- Support the regional RVP on any prospecting needs.
Requirements
- Ability to carry a plan sale over the entire sales cycle from prospecting to conversion.
- A hunter with a proven track record of forecasting, and executing new sales through a repeatable and scalable sales process and pipeline.
- Good knowledge of Salesforce, comfort level with other Sales technology.
- Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily!
Nice to have
- Understanding of the defined contribution space a plus!
Compensation
- Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
Benefits
- At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee.
- Maintain a robust retirement plan sales pipeline in your region.
Company info
- We are on the hunt for an experienced financial services sales representative to help us set the standards for identifying and converting new business at Vestwell through financial advisors.
- This role will be based in our New York City or Austin office, and will be part of Vestwell's hybrid in-office operation.
- And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
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This listing is sourced directly from Vestwell's careers page and normalized into a canonical job model.