Business Development Representative

Job overview

The Business Development Representative role is hybrid, based in Austin, TX or New York City, NY, with an expected OTE of approximately $72,000 ($60,000 base plus up to $12,000 variable); the posting notes pay may differ by hiring location. Vestwell provides workplace savings and financial wellness solutions. This six-month development role builds qualified sales pipeline and develops prospecting, discovery, qualification, and relationship-building skills for a future full-cycle sales position on the Financial Advisor channel. The representative researches accounts, engages prospects, qualifies opportunities, and maintains an organized CRM pipeline while participating in coaching and training.

What you'll do

• Prospect by phone, email, LinkedIn, and other channels
• research accounts and decision-makers
• manage pipeline in Salesforce, Salesloft, and other sales tools
• conduct discovery conversations
• qualify prospects and create opportunities
• communicate Vestwell’s value proposition
• maintain CRM records and follow up
• participate in coaching, role plays, and training.

What we're looking for

Skills & competencies

business development representative

sales development

prospecting

financial advisor channel

pipeline generation

salesforce

salesloft

hybrid

austin tx

new york city ny

vestwell

$72k ote

Work arrangement

• Weekend coverage required

Benefits & perks

• Comprehensive health benefits, generous time off, employee wellbeing committee, hybrid work model, and a 401(k) plan.

Why this role

A six-month structured development role with a stated progression toward full-cycle business development; prior sales or BDR experience is helpful but not required.

About the employer

Vestwell is hiring for this role. Industry: Financial Transactions Processing, Reserve, and Clearinghouse Activities. Sector: 52.