Business Development Representative
Betterment
| Company | Betterment |
| Category | Sales |
| Location | Betterment HQ - New York City |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Not stated |
| Salary | Not stated by the employer |
| Posted | 27 Aug 2024 |
| Last verified | 30 Jul 2026 |
| Source | Employer career page (greenhouse) |
Description
About Betterment
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’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).
About the role
Betterment Advisor Solutions provides a cutting-edge platform for financial advisors seeking innovative ways to enhance their wealth management services. We are seeking ambitious, enthusiastic individuals to join our team focused on financial advisors working with retirement plans. In this role, you will be responsible for outbound prospecting to assist the sales process at the top of the funnel in an activity heavy role. You are a tech-savvy seller who is passionate about working with decision-makers to add a retirement offering to their employee benefits or transition plans from their existing provider.
This role is based out of our NYC office. Below we've reflected the base salary range for this position. 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
This job may also be eligible for variable compensation in the form of commission.
A day in the life
Generating new opportunities with financial advisors using outbound tactics (email sequences, cold calling, LinkedIn, etc) to assist the sales process at the top of the funnel
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 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
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 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
Join a team built on these core values
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, optim
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