Business Development Representative

About the role

Betterment at Work is an award-winning 401(k) solution that works as hard for your money as you do to earn it. Betterment for Advisors provides a cutting-edge custody platform that empowers financial advisors to enhance their wealth management services. We're seeking ambitious, enthusiastic individuals to join our BDR, supporting either our 401(k) or Custody businesses. In this role, you'll drive top-of-funnel growth through outbound prospecting in a fast-paced, activity-heavy environment. You're a tech-savvy seller who loves building connections - whether you're helping a business upgrade its 401(k) experience or introducing financial advisors to tools that make managing client assets easier.

This role is based out of our NYC office. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment's total compensation package for employees.

• New York City: $60,000-65,000 + Commission

We offer a competitive equity package, health, dental and vision benefits, and a 401(k) offering with employer match as well as flexible PTO policy. This job is eligible for variable compensation in the form of a commission bonus. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly.

A day in the life

• Generating new opportunities using outbound tactics (email sequences, cold calling, LinkedIn, etc)
• Identifying, targeting and nurturing potential outbound opportunities by creating new target lists and always being one step ahead of trends
• Understanding the need of prospects and communicating them clearly to Account Executives
• Clearly articulating Betterment's value proposition and products to prospects in specific verticals
• Meet and exceed meeting set and meetings held goals
• Ensure effective and consistent use of Salesforce
• Provide "voice of the client and industry" to marketing and product management to drive roadmaps
• We are a close knit team - we work hard, collaborate to get things done and celebrate our wins!

What we're looking for

• No experience required but if you've worked in any role that involves outreach and relationship building, you'll be set up for success here.
• 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 technology stack- Outreach, Salesforce - is a plus