Vestwell
New Grads: Entry Level Sales
Vestwell, New York, New York, us, 10261
Who are we looking for?
At Vestwell, we know that the key to growth is a high-performing sales team. That’s why we’re seeking a qualified sales development representative (SDR) to find and screen potential customers who could benefit from our range of financial wellness products and services. As the first line of communication with a prospect, 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
The SDR should be a quick learner who has strong communication skills and an ability to showcase our offerings in a compelling way.
What will you be doing?
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.
Utilize Salesforce to manage lead lists
Understand Vestwell partnerships
Understand the products and services Vestwell offers
Master talk tracks and ability to qualify prospects
Utilize Salesloft to make outbound calls focused on generating new sales opportunities
Set up meetings for prospects with field sales representatives
Report to sales manager with weekly, monthly, and quarterly results
Requirements
The Necessities
Experience in sales or relevant internship experience working with front-facing sales teams
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
The expected salary range for this position is $55K - $60K, plus 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.
#J-18808-Ljbffr
At Vestwell, we know that the key to growth is a high-performing sales team. That’s why we’re seeking a qualified sales development representative (SDR) to find and screen potential customers who could benefit from our range of financial wellness products and services. As the first line of communication with a prospect, 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
The SDR should be a quick learner who has strong communication skills and an ability to showcase our offerings in a compelling way.
What will you be doing?
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.
Utilize Salesforce to manage lead lists
Understand Vestwell partnerships
Understand the products and services Vestwell offers
Master talk tracks and ability to qualify prospects
Utilize Salesloft to make outbound calls focused on generating new sales opportunities
Set up meetings for prospects with field sales representatives
Report to sales manager with weekly, monthly, and quarterly results
Requirements
The Necessities
Experience in sales or relevant internship experience working with front-facing sales teams
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
The expected salary range for this position is $55K - $60K, plus 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.
#J-18808-Ljbffr