Sales Development Representative (SDR)

Vestwell; Austin (TX); Hybrid; USD 55,000 - 60,000; Full time

Benefits offered by this job

Comprehensive health benefits

Generous time off

Competitive 401(k) plan

Job summary

Vestwell is hiring a sales development representative in Austin, TX, to engage clients and manage sales prospects. This role involves making high volume calls, qualifying leads, and setting up meetings. Successful SDRs can advance to full-cycle sales roles.

The minimum base salary range is $55K - $60K annually. Benefits include comprehensive health coverage, generous time off, and a competitive 401(k) plan.

Qualifications

• 1 or more years of experience in sales with a track record of exceeding lead targets.
• Strong desire and ability to move up within a sales organization.
• Proficiency with Salesforce, Salesloft, or other CRM software.

Responsibilities

• Engage new clients through high volume calls.
• Qualify prospects and generate new meetings for sales.
• Manage a pipeline of interested prospects.

Skills

Strong communication skills

Analytical skills

Creative problem-solving

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Salesloft

Job description

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third‑party administrators, financial institutions, payroll providers, government agencies, and individual savers.

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

Vestwell SDRs should be a quick learner who has strong communication skills and an ability to showcase our offerings in a compelling way. SDRs are generally in this role between 6‑9 months. After month 9, successful SDRs are eligible for promotion into full cycle, closing roles.

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.
• Leverage Salesforce & Salesloft to manage lead lists.
• Understand the Vestwell partnerships and the products and services Vestwell offers.
• Master talk tracks and qualify prospects—identify the needs of prospects and suggest appropriate products or services.
• Set up meetings for prospects with field sales representatives.
• Report to sales manager with weekly, monthly, and quarterly results.

Requirements

The Necessities

• 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.

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.

This role will be based in our New York, NY or Austin, TX office, and will be part of Vestwell's hybrid in‑office operation.

The expected base salary range for this position is a minimum of $55K - $60K, plus performance based 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.

Benefits

We’re an innovative, high‑growth company with an exciting future ahead. Vestwell prioritizes employee well‑being through comprehensive health benefits, generous time off, and a dedicated Employee Well‑being Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. As a company focused on helping people save for the future, we also offer a competitive 401(k) plan.

Equal Employment Opportunity: As set forth in Vestwell’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.