Sales Development Representative

🕒 July 5, 2025

🏢🏡 New York City – Hybrid

💵 $55k - $60k / year

⏰ Full Time

🟢 Junior

💵 Sales Development (SDR)

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Vestwell

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

💳 Fintech

🤝 B2B

💰 Series C on 2021-07

Finance • Fintech • B2B

Vestwell is a modern savings platform designed for savers, offering a range of savings solutions with an emphasis on user experience. The company specializes in providing workplace-sponsored retirement plans, such as 401(k) and 403(b), individual retirement accounts (IRAs), and education savings accounts like 529 plans and ABLE accounts. Vestwell partners with financial advisors, employers, TPAs, payroll providers, and government agencies to simplify savings through efficient integration with payroll and financial systems. By leveraging technology, Vestwell ensures user-friendly access to its comprehensive suite of savings products, helping individuals and businesses navigate retirement and education savings with ease.

📋 Description

• 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. • 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. • 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. • SDRs are generally in this role between 6-9 months; after month 9, successful SDRs are eligible for promotion into full cycle, closing roles. • 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. • Report to sales manager with weekly, monthly, and quarterly results.

🎯 Requirements

• 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 • 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

🏖️ 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!