Sales Development Representative • Senior

Who you are

You are an experienced financial services sales representative with a proven track record in identifying and converting new business opportunities. You have a strong understanding of the financial advisor marketplace and are comfortable with business development activities, including frequent phone calls and emails. Your ability to format and position value propositions effectively sets you apart in the industry.

You thrive in a results-driven environment and are adept at managing the full sales cycle in your assigned territory. Your experience includes qualifying prospects and closing sales, ensuring that you contribute significantly to the company's ambitious revenue growth objectives. You are detail-oriented, with a knack for perfecting constituent databases and working collaboratively with channel partners.

What you'll do

In this role, you will play a fundamental part in promoting Vestwell's growth within the financial advisor marketplace. You will own and manage the entire sales cycle, from prospecting to closing, ensuring that you meet and exceed sales targets. Your responsibilities will include developing and executing strategies to identify potential clients and effectively communicate Vestwell's value proposition to them.

You will engage in smart business development activities, utilizing your communication skills to build relationships with financial advisors and other stakeholders. Your role will involve frequent outreach through phone calls and emails, as well as attending industry events to network and generate leads. You will also collaborate closely with internal teams to ensure that client needs are met and that the sales process runs smoothly.

What we offer

Vestwell provides a dynamic work environment where you can make a significant impact on the company's growth. You will have the opportunity to work with a diverse clientele, including financial advisers, employers, and government agencies. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse perspectives and backgrounds.

Join us at Vestwell, where you can contribute to redefining how people save for critical aspects of life, including retirement and education. We offer competitive compensation and a supportive team culture that fosters professional growth.