Business Development Representative

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 790,000 businesses and more than 2.75 million active savers, with over $57 billion in assets saved across all 50 United States.

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit

Vestwell is transforming the way people save for the future through modern workplace savings and financial wellness solutions. We are building a high-performing sales organization where people are coached, challenged, and given a clear path to grow.

The Business Development Representative (BDR) is a six-month development role designed to prepare high-performing sales professionals for a full-cycle Business Development position on our Financial Advisor channel. You will be responsible for creating qualified pipeline while developing the prospecting, discovery, qualification, and relationship-building skills required to succeed in a full-cycle sales role.

This is more than an activity-based BDR role. We expect you to understand who you are targeting, why they should care, what problems Vestwell solves, and how to create meaningful sales conversations.

You will be the main driver for converting organic and sourced leads into plan sales within your sales region. That’s just the baseline.

• Execute high-quality outbound prospecting through phone, email, Linked In, and other channels.
• Research accounts and identify relevant decision-makers and business opportunities.
• Build and manage a healthy prospect pipeline using Salesforce, Salesloft, and other sales technologies.
• Conduct meaningful conversations that uncover customer needs, challenges, priorities, and business impact.
• Qualify prospects based on established criteria and create high-quality opportunities for the next stage of the sales cycle.
• Effectively communicate Vestwell's value proposition and create urgency.
• Maintain accurate CRM records, complete follow-up, and manage daily activities independently.
• Participate in call coaching, role plays, training, and team development.
• Take ownership of performance, seek coaching, and consistently apply feedback.

• Consistently generate qualified pipeline (Stage 1 opportunities).
• Prospect strategically and prioritize high-value opportunities.
• Conduct effective discovery and qualification.
• Build relationships with prospects and Advisors.
• Handle common objections and advance conversations.
• Maintain an organized and actionable pipeline.
• Demonstrate strong business acumen and communicate customer value.
• Consistently meet or exceed performance expectations.
• Demonstrate the skills, accountability, and judgment required to eventually own a full sales cycle.

• Are comfortable picking up the phone and starting conversations with people you don't know.
• Are naturally curious and listen to understand rather than simply waiting to respond.
• Can handle rejection and maintain consistent execution.
• Take ownership of your goals, commitments, and results.
• Are organized and effective at managing multiple priorities.
• Respond positively to feedback and quickly apply…