Sales Development Representative (SDR) at Vestwell in Austin, TX

Summary: Vestwell is a financial technology company powering the new savings economy, providing a platform that helps people save for retirement, education, and healthcare. They are seeking a Sales Development Representative (SDR) to engage potential customers and generate meetings for sales through outbound calling and effective communication. 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 - Ability to utilize Salesforce & Salesloft to manage lead lists - Understanding the Vestwell partnerships - Understanding the products and services Vestwell offers - Master talk tracks and ability to qualify prospects - Identify the needs of prospects, and suggest appropriate products or services - Set up meetings for prospects with field sales representatives - Report to sales manager with weekly, monthly, and quarterly results Required Qualifications: - 1 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 Preferred Qualifications: - 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 Required Skills: Sales methodology, Salesforce, Salesloft, CRM software, Financial services sales, Small business sales, Analytical skills Benefits: Competitive health coverage, Generous vacation offering, Great 401(k) plan