Dynamic BDR: FinTech Prospecting & Growth Path

F-Prime Capital; Austin (TX); Hybrid; USD 60,000 - 72,000; Full time

Benefits offered by this job

401(k) plan

Hybrid work model

Job summary

Vestwell is a fintech company driving the modern workplace savings and financial wellness space. We are seeking a Business Development Representative (BDR) to develop qualified pipeline and learn the full sales cycle on our Financial Advisor channel.

This six-month program builds skills in prospecting, discovery, qualification, and relationship building to prepare you for future growth within the company. You will drive conversions from organic and sourced leads within your region, leveraging

Qualifications

• Ability to cold call and start conversations with people you don’t know.
• Excellent listening skills to understand customer needs.
• Comfort handling rejection and maintaining momentum.
• Strong ownership of goals, commitments and results.
• Organized and able to manage multiple priorities.
• Open to feedback and quick to apply coaching.

Responsibilities

• Outbound prospecting through phone, email, LinkedIn and other channels.
• Research accounts and identify decision-makers and opportunities.
• Build and manage a healthy prospect pipeline using CRM tools.
• Conduct meaningful conversations to uncover customer needs and impact.
• Qualify prospects and create high-quality opportunities for next sales stages.
• Communicate Vestwell’s value proposition and create urgency.
• Maintain CRM records and follow up with daily activities.
• Participate in training, role plays, and team development.

Skills

Phone outreach

Active listening

Curiosity

Ownership

Organization

Coachability

Job description

Vestwell is a fintech company driving the modern workplace savings and financial wellness space. We are seeking a Business Development Representative (BDR) to develop qualified pipeline and learn the full sales cycle on our Financial Advisor channel.

This six-month program builds skills in prospecting, discovery, qualification, and relationship building to prepare you for future growth within the company. You will drive conversions from organic and sourced leads within your region, leveraging