Sales Development Representative
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-07-19
Listing for:
Vestwell
Full Time
position Listed on 2026-07-19
Job specializations:
-
Sales
Sales Development Rep/SDR, Sales Representative, Business Development, Inside Sales
Job Description & How to Apply Below
- 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
- SDRs at Vestwell have the potential for promotion into a closing role within 6-12 months, contingent on their performance and quota attainment
- 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
- Competitive health coverage
- A dedicated Employee Wellbeing Committee
- Generous vacation, safe/sick time, and leave policies
- Strong focus on learning & development
- Hybrid work environment
- A great 401(k) plan!
- 1 or more years of experience in sales, with a track record of exceeding lead targets
- 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
- Strong communication skills via phone and email
- Experience as a sales development representative, with a track record of achieving & exceeding sales quotas
- Bachelor’s degree (or equivalent) or at least five years of relevant work experience
- Proficiency with Salesforce, Salesloft, or other CRM software
- Financial services &/or small business sales experience
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