Sales Development Representative Job at Fin Capital (New York City)

Sales Development Representative

Fin Capital

Location:
United States , New York City

Category:
Sales

Contract Type:
Not provided

Salary:

55000.00 - 60000.00 USD / Year

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Job Description:

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. Vestwell SDRs should be a quick learner who has strong communication skills and an ability to showcase our offerings in a compelling way. SDRs are generally in this role between 6-9 months. After month 9, successful SDRs are eligible for promotion into full cycle, closing roles.

Job Responsibility:

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
Ability to utilize Salesforce & Salesloft to manage lead lists
Understanding the Vestwell partnerships
Understanding the products and services Vestwell offers
Master talk tracks and ability to qualify prospects
Identify the needs of prospects, and suggest appropriate products or services
Set up meetings for prospects with field sales representatives
Report to sales manager with weekly, monthly, and quarterly results
Committed to being in our New York City office 4x per week

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

Nice to have:

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

What we offer:

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

Additional Information:

Job Posted:
February 17, 2026

Employment Type:

Fulltime

Work Type:

Hybrid work

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