Senior Sales Development Representative (SDR) jobs in United States
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Vestwell · 2 weeks ago

Senior Sales Development Representative (SDR)

positionNew York, NY
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$65K/yr - $80K/yr
date1+ years exp

Vestwell is a financial technology company powering the new savings economy, enabling over 350,000 businesses and nearly 1.5 million active savers. They are seeking an experienced financial services sales representative to manage the full sales cycle in their assigned territory and promote growth in the financial advisor marketplace.

Employee BenefitsFinanceFinancial ServicesFinTechRetirement
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Comp. & Benefits

Responsibilities

Initiate and develop a healthy lead prospecting practice and lead to contact conversion rate
Create consistency in lead gen, growing and maintaining ongoing relationships to drive pipeline in your territory
Develop repeat regional relationships with new financial advisor prospects
Maintain a robust retirement plan sales pipeline in your region
Convert plan opportunities into closed won opportunities through a repeatable, scalable process
Practice a proven and successful sales methodology (MEDDPICC)
Successfully hit KPIs month over month; inclusive of but not limited to successfully meeting your quota and hitting your key performance indicator metrics MoM
Work in collaboration with the regional RVPs to support repeat advisors, small market solutions in the territory, etc
Support the regional RVP on any prospecting needs

Qualification

B2B salesSalesforceSales methodologyFinancial servicesCommunication skillsAttention to detailSelf-starterCollaboration

Required

1+ years in a B2B sales, preferably in retirement, FinTech, payroll, or a similar industry
Ability to carry a plan sale over the entire sales cycle from prospecting to conversion
Demonstrated success in achieving sales goals (Rep of the year, Quota club, etc.)
Strong attention to detail and a passion for creating a top-notch selling environment and process
A hunter with a proven track record of forecasting, and executing new sales through a repeatable and scalable sales process and pipeline
Self-starter who can operate well in a collaborative team environment
Good knowledge of Salesforce, comfort level with other Sales technology
Excellent written and verbal communication skills are a must
Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily!

Preferred

Startup and/or financial services experience
Understanding of the defined contribution space a plus!

Benefits

Competitive health coverage
Generous vacation offering
Great 401(k) plan

Company

Vestwell

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Vestwell is the backbone of the modern savings economy; a fintech company powering savings for retirement, education, and healthcare.
dateFounded in 2016
location
New York, New York, USA
people-size201-500 employees
web-link
http://vestwell.com

Funding

Current Stage
Late Stage
Total Funding
$238.82M
Key Investors
Lightspeed Venture PartnersGoldman Sachs Growth EquityF-Prime
2023-12-21Series D· $125M
2021-07-20Series C· $70M
2019-04-02Series B· $31.27M

Leadership Team

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Aaron Schumm
Founder, Chairman, & CEO
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David Sheen
Chief Financial Officer
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Recent News

PR Newswire
Vestwell Launches National ABLE Savings Initiative to Help Millions of Americans with Disabilities Build Financial Independence
2026-01-09
vestwell.com
An American Fintech Success Story: Vestwell Raises $125M Series D
2025-12-23
Pulse 2.0
Vestwell To Buy Accrue 401k
2025-12-21
Company data provided by crunchbase