Growth-Driven BDR: Build Pipeline in FinTech

Vestwell; New York (NY); Hybrid; USD 60,000 - 72,000; Full time

Benefits offered by this job

Health benefits

Generous time off

401(k) plan

Hybrid work model

Job summary

Vestwell, a fintech in New York, is seeking a Business Development Representative (BDR) to build qualified pipeline for the Financial Advisor channel. This six-month development role trains you to progress into full-cycle sales, focusing on discovery, qualification, and relationship building with prospects.

Based in New York City or Austin, this hybrid in-office position offers a base with uncapped upside. The program targets high-potential sellers ready to own a full sales cycle.

Qualifications

• Six-month development role preparing for a full-cycle sales position.
• Prior sales or BDR experience is helpful but not required.
• Ability to prospect, qualify, and manage a pipeline with coaching.

Responsibilities

• Execute high-quality outbound prospecting via phone, email, and LinkedIn.
• Identify decision-makers and build a healthy prospect pipeline.
• Conduct meaningful conversations to uncover needs and impact.
• Qualify prospects and hand off high-quality opportunities to the next stage.
• Maintain CRM records and manage daily activities with independence.
• Engage in call coaching, training, and team development.

Skills

Outbound prospecting

Research accounts

Qualify prospects

Relationship building

Organization & scheduling

Tools

Salesforce

Salesloft

Job description

Vestwell, a fintech in New York, is seeking a Business Development Representative (BDR) to build qualified pipeline for the Financial Advisor channel. This six-month development role trains you to progress into full-cycle sales, focusing on discovery, qualification, and relationship building with prospects.

Based in New York City or Austin, this hybrid in-office position offers a base with uncapped upside. The program targets high-potential sellers ready to own a full sales cycle.