Business Development Representative
Build top-of-funnel pipeline for Betterment’s retirement and advisor solutions through outbound prospecting, qualifying opportunities, and handing warm leads to Account Executives. No experience is required, though sales or sales-adjacent experience and strong communication skills are preferred.
About the job
Responsibilities
- Generate new opportunities through outbound email sequences, cold calling, LinkedIn, and other prospecting tactics.
- Identify, target, and nurture prospects by creating target lists and monitoring industry trends.
- Understand prospects’ needs and communicate them clearly to Account Executives.
- Articulate Betterment’s value proposition and products to prospects in relevant verticals.
- Meet and exceed meeting-setting and pipeline goals.
- Maintain consistent and effective use of Salesforce and other prospecting tools.
- Provide prospect and industry feedback to marketing and product management.
- Depending on team assignment:
- Prospect small and mid-sized businesses launching or changing 401(k) plans.
- Prospect financial advisors and RIAs interested in adding or improving 401(k) offerings.
- Prospect independent RIAs evaluating or switching custodians.
- Position Betterment Advisor Solutions as a solution for retirement and custody needs.
Requirements
- No experience required; recent sales or sales-adjacent experience is a plus.
- Strong oral and written communication skills and excellent listening skills.
- High energy, curiosity, willingness to learn, and a strong drive to achieve goals.
- Demonstrated track record of high performance.
- Interest in financial products and retirement planning.
- Experience with sales and marketing technology tools.
Nice to Have
- B2B technology or SaaS sales experience as an SDR or BDR.
- Experience in recruiting, real estate, or nonprofit work.
Compensation and Benefits
- New York City base salary: $60,000–$65,000 annually.
- May be eligible for commission-based variable compensation.
- Medical, dental, and vision coverage; life and disability insurance; infertility support; transgender health benefits; EAP; transit benefits; FSA and HSA options.
- Equity grants for employees.
- Flexible paid time off, paid parental leave, and a paid four-week sabbatical after six years.
- Company-paid professional coaching.
- 401(k) match and matching on qualified student loan payments.
Skills
Salesforce, Outbound Prospecting, Cold Calling, Email Sequences, LinkedIn, B2B SaaS Sales, Sales Technology, Pipeline Generation, 401(K), Retirement Planning
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