← Vestwell
Vestwell role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
A platform that lets businesses and advisors offer retirement, education and health savings plans to workers.
Who you'd be calling
Financial advisors, RIAs and plan providers, employers (HR, benefits leads), and banks or other financial institutions.
Your opener
“Hi {name}, this is {you} from Vestwell. We help advisors and businesses offer retirement and other savings plans without the usual paperwork headaches. Do you have a minute to tell me how you handle that today?”
Problems you solve for them
- Setting up and running retirement plans is complicated and paperwork-heavy for advisors and employers
- Small businesses often don't offer a savings plan, so workers miss out
- Financial firms need modern savings technology without building it themselves
Discovery questions to ask
- Do you currently offer retirement or savings plans to your clients or employees?
- What's the hardest part of setting up and managing those plans today?
- If you could make plan admin simpler, what would change for your team or clients?
Objections they'll throw at you
“I'm busy right now.”
→ No worries, I'll keep it short. When's a better time this week for a quick 10-minute call?
“Not interested.”
→ Understood. Is that because your current retirement offering already works well, or because it isn't something you're looking at?
“We already have a provider.”
→ That's good, you've got something in place. Is there anything about it you'd change, like setup time or how clients experience it?
“Just email me.”
→ Sure. So I send the right thing, are you more interested in retirement plans for clients, or for your own employees?
Competitors worth knowing
Human Interest, Guideline, Empower, Fidelity
Interview tips for this company
- Learn the basics: what a 401(k) is, what an advisor does, and how employers offer savings plans.
- Be ready to ask which type of buyer you're calling (advisor, employer, or financial institution), because the pitch changes for each.
Written from public information about Vestwell to help you practice. Ask an insider what their role play looked like; it's the best prep there is.