Impact SDR - Fast-Track to Closing Job Austin area,Texas USA,Sales

Position: High-Impact SDR - Fast-Track to Closing Roles

Requirements

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
(Desirable) Bachelor’s degree (or equivalent) or at least five years of relevant work experience
(Desirable) Experience as a sales development representative, with a track record of achieving & exceeding sales quotas
(Desirable) Proficiency with Salesforce, Salesloft, or other CRM software
(Desirable) Financial services &/or small business sales experience

What the job involves

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

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