Senior Sales Development Representative (SDR)

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 350000 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?

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. You will play a fundamental role in achieving our ambitious revenue growth objectives by owning and managing full sales cycle in your assigned territory to promote Vestwell’s growth in the financial advisor marketplace.

A comfort level with smart business development activity including frequent phone calls and emails value proposition formatting and positioning working with channel partners perfecting constituent databases qualifying prospects and closing sales is a must. This role will report directly to the Director Internal Sales & Strategy and will partner cross-functionally across Vestwell teams.

As an ideal candidate you have experience in a new business development role in a high-growth environment and have experience building maintaining and executing a sales pipeline. You’re exceptional at managing multiple competing priorities and adapting to a flexible and fast-paced environment. We’re a growth stage startup after all. Last but certainly not least you’re driven by a fresh perspective and entrepreneurial spirit.

WHAT YOU WILL BE DOING?

You will be the main driver for converting organic and sourced leads into plan sales within your sales region.  That’s just the base-line. Day to day you will also be expected to:

• 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.
• Maintain a robust retirement plan sales pipeline in your region.
• Convert plan opportunities into closed won opportunities through a repeatable scalable process.
• Practice a proven and successful sales methodology (MEDDPICC).
• Successfully hit KPIs month over month; inclusive of but not limited to successfully meeting your quota and hitting your key performance indicator metrics MoM.
• 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.

YOUR BACKGROUND AND EXPERIENCE WILL INCLUDE: 

The Necessities:

• 1+ years in a B2B sales preferably in retirement FinTech payroll or a similar industry
• Ability to carry a plan sale over the entire sales cycle from prospecting to conversion
• Demonstrated success in achieving sales goals (Rep of the year Quota club etc.)
• Strong attention to detail and a passion for creating a top-notch selling environment and process.
• A hunter with a proven track record of forecasting and executing new sales through a repeatable and scalable sales process and pipeline.
• Self-starter who can operate well in a collaborative team environment.
• Good knowledge of Salesforce comfort level with other Sales technology
• Excellent written and verbal communication skills are a must.
• Proven ability to prioritize multiple projects and tasks adapt to changing needs and tackle new challenges daily!

The Extras:

• Startup and/or financial services experience
• Understanding of the defined contribution space a plus!

This role will be based in our Austin TX office and will be part of Vestwell's hybrid in-office operation. 

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 350000 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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