Business Development Representative

Betterment•New York, NY

33d•$60,000 - $65,000•Hybrid

About The Position

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). 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.

Requirements

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.
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

Nice To Haves

B2B tech/SaaS sales experience as an SDR/BDR is a plus
Experience with sales technology stack- Outreach, Salesforce - is a plus

Responsibilities

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

Benefits

A competitive suite of benefits, including: medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave.
Flexible paid time off (and encouragement to use it!)
Meaningful opportunity for community building through our 7 Employee Resource Groups
Empowerment to own and lead change and affect the business
Dedicated professional development opportunities
Lunch from our in-house chef at our NYC headquarters

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