Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who are we looking for?
At Vestwell, we know that the key to growth is a high-performing sales team. That’s why we’re seeking a qualified sales development representative (SDR) to find and screen potential customers who could benefit from our range of financial wellness products and services. As the first line of communication with a prospect, the ideal SDR has a strong understanding of the sales methodology and excels at:
- Engaging new clients through high volume calls and call cadences
- Driving qualification, urgency and intent
- Creating effective sales meetings for sales closers that optimize prospect conversion
The SDR should be a quick learner who has strong communication skills and an ability to showcase our offerings in a compelling way.
SDRs at Vestwell have the potential for promotion into a closing role within 6-12 months, contingent on their performance and quota attainment.
What will you be doing?
- 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
Requirements
The Necessities
- 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
The Extras
- Bachelor’s degree (or equivalent) or at least five years of relevant work experience
- 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
The expected salary range for this position is $55K - $60K, plus variable. 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.
OUR BENEFITS
We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!
OUR PROCESS
It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
For your awareness you will only receive correspondence from [email protected] any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
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What We Do
Vestwell is a financial technology company that makes it easier for more individuals to save for life’s most important moments—from retirement to education and healthcare. Founded in 2016, Vestwell’s platform removes traditional barriers to saving, making it accessible, efficient, and approachable for everyone.
Vestwell provides a comprehensive suite of workplace savings solutions, including retirement plans, student loan repayment benefits, and specialized accounts for education, emergencies, and disability savings.
Trusted by financial advisors, employers, payroll providers, financial institutions, and government agencies, Vestwell empowers nearly 1.5 million savers across over 350,000 businesses nationwide, with over $35 billion in assets saved across all 50 states. With a commitment to closing the savings gap and fostering a secure financial future for all, Vestwell provides an elevated and accessible savings technology everyone deserves.
Recognized among CNBC’s World’s Top Fintech Companies, the Inc. 5000 list of fastest-growing companies, Forbes America’s Best Startup Employers, WealthManagement.com’s Retirement Plan Advisor Support Award, Built In’s Best Places to Work, and PLANSPONSOR’s Top 10 Recordkeepers, Vestwell continues to set the standard for innovation and impact in the savings industry.
Why Work With Us
Vestwell is powered by a team of passionate problem-solvers building the future of accessible savings. Supported by top fintech investors, we’re tackling a complex challenge with collaboration, innovation, and purpose at every step.
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