Business Development Representative

🏢 Vestwell · 📍 Austin, TX 💰 $72,000 - $72,000 / yr

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Position Summary & Responsibilities

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.com

Who Are We Looking For?

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.

What Will You Be Doing?

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 May Also Be Expected To:

Execute high-quality outbound prospecting through phone, email, LinkedI

🎯 Candidate Preparation Guide For Vestwell Applicants

Key Role Competencies & Evaluation Highlights

Key Role Focus:

Assessing complex fintech regulatory compliance knowledge balanced with modern API-first microservices scalability.

📋 Preparation Priorities (Key Areas to Clarify):

1. Dismissing edge-case compliance requirements as mere 'bureaucracy'
2. Proposing rapid unstructured deployments that risk fiduciary data integrity
3. Lack of institutional knowledge regarding retirement and savings plan administration

✨ Recommended Role Alignment Hook:

I specialize in hardening high-scale financial ledgers so they remain bulletproof under strict regulatory scrutiny without sacrificing deployment velocity.

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