Sales Development Representative (SDR)

Who Are We Looking For?

What Will You Be Doing?

Requirements

• The Necessities
• 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
• 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
• This role will be based in Vestwell’s New York City HQ, and will be expected to report to the office in a hybrid schedule.
• The expected base salary range for this position is a minimum of $55K - $60K, plus performance based 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 an innovative, high-growth company, 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 our Midtown Manhattan office, so everyone has a setting that is the most productive for them. 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 recruiting@vestwell.com 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.