Senior Sales Development Representative; SDR

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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 350,000 businesses and nearly 1.5 Million active savers, with over $30 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

We are on the hunt for an experienced financial services sales representative to help us set the standards for identifying and converting new business at Vestwell through financial advisors. You will play a fundamental role in achieving our ambitious revenue growth objectives by owning and managing the full sales cycle in your assigned territory to promote Vestwell’s growth in the financial advisor marketplace.

A comfort level with smart business development activity including frequent phone calls and emails, value proposition formatting and positioning, working with channel partners, perfecting constituent databases, qualifying prospects, and closing sales is a must. This role will report directly to the Director, Internal Sales & Strategy, and will partner cross‑functionally across Vestwell teams.

As an ideal candidate, you have experience in a new business development role in a high‑growth environment and have experience building, maintaining, and executing a sales pipeline. You’re exceptional at managing multiple competing priorities and adapting to a flexible and fast‑paced environment. We’re a growth stage startup after all. Last, but certainly not least, you’re driven by a fresh perspective and entrepreneurial spirit.

You Will Be The Main Driver For Converting Organic And Sourced Leads Into Plan Sales Within Your Sales Region. That’s Just The Base-line. Day To Day You Will Also Be Expected To

• 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.

• 1+ years in a B2B sales, preferably in retirement, Fin Tech, 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!

• Startup and/or financial services experience
• Understanding of…