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About the Role
Betterment is seeking ambitious, tech-savvy Business Development Representatives to drive top-of-funnel growth across retirement and advisor solutions. These roles involve outbound prospecting, identifying, engaging, and qualifying prospects, and handing off warm opportunities to Account Executives. The ideal candidate is a self-starter comfortable with high volume, quick to learn technical products, and motivated by targets.
Responsibilities
- Generate new opportunities using outbound tactics (email sequences, cold calling, LinkedIn, etc) to assist the sales process at the top of the funnel.
- Identify, target, and nurture potential outbound opportunities by creating new target lists and staying ahead of trends.
- Understand prospect needs and communicate them clearly to Account Executives.
- Clearly articulate Betterment’s Advised value proposition and products to prospects in specific verticals.
- Meet and exceed meeting set and pipeline goals.
- Ensure effective and consistent use of Salesforce & other prospecting tools.
- Provide "voice of the prospect and industry" to marketing and product management to drive roadmaps.
- Prospect small and mid-sized businesses that are launching a first-time 401(k) plan or looking to switch providers.
- Engage business owners, HR leaders, and finance decision-makers directly.
- Position Betterment's 401(k) offering as part of a company's employee benefits strategy.
- Prospect financial advisors and RIAs who want to add or improve a 401(k) offering for their business-owner clients.
- Work with decision-makers evaluating whether to add a retirement offering to their practice or transition existing retirement plan business to Betterment.
- Articulate Betterment Advisor Solutions' value proposition to advisors serving the retirement plan vertical.
- Prospect independent RIAs evaluating or switching custodians.
- Understand and speak to the needs of RIAs regarding custody, technology, and platform support.
- Position Betterment Advisor Solutions (BAS) as a modern alternative for RIAs re-platforming their custody relationship.
Requirements
- No experience necessary, however recent sales (or sales adjacent) experience is a plus (i.e. recruiting, real estate, or non-profit experience).
- B2B tech/SaaS sales experience as an SDR/BDR is a plus.
- Curiosity and interest for financial products and retirement planning.
- Demonstrated track record of high performance.
- High energy and willingness to learn.
- Strong oral and written communication skills with even stronger listening skills.
- Relentless in your pursuit of success and are willing to put in the extra effort to achieve your goals.
- Experience with sales & marketing technology stack.
Skills
- Outbound prospecting
- Cold calling
- Email sequences
- LinkedIn prospecting
- Salesforce
- Prospecting tools
- Communication skills
- Listening skills
Location
- NYC
- New York City
Work Type
- Hybrid
- Four days/ week in-office
Experience Level
- No experience necessary
- Recent sales experience is a plus
- B2B tech/SaaS sales experience as an SDR/BDR is a plus
Salary/Compensations
- $60,000-$65,000
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- Life insurance
- AD&D insurance
- Short-term disability
- Long-term disability
- Infertility support
- WPATH-aligned transgender health benefits
- Employee Assistance Program (EAP)
- Transit benefits
- FSA options
- HSA options
- Equity for all employees
- Flexible paid time off
- Paid parental leave
- Four-week sabbatical in your sixth year
- Company-paid professional coaching
- Day-one 401(k) match
- Matching on qualified student loan payments
About the Company
- Betterment is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses.
- Our team is passionate about our mission, to empower people to build wealth with confidence and ease.
- We change lives: Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease.
- We set audacious goals: We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.
- We value all perspectives: When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.
- We simplify financial services: We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.
Equal Opportunity
- Betterment is dedicated to providing accommodations to candidates upon request.
- Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
- We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws.
- We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.