2 дня назад
Business Development Representative (401(k))
60 000 - 65 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Business Development Representative (401(k)): Building qualified sales pipelines for Betterment’s retirement and advisor solutions through outbound prospecting, with an accent on engaging business owners, financial advisors, RIAs, and retirement-plan decision-makers. Focus on high-volume outreach, communicating prospect needs to Account Executives, positioning 401(k) and custody products, and meeting pipeline targets.
Location: New York City, United States; hybrid with four days per week in the NYC office. No required office days during the summer and winter holidays.
Salary: $60,000–$65,000 annual base salary, plus possible commission.
Company
is a technology-driven financial services company providing investing, savings, retirement, financial wellness, and 401(k) solutions for retail investors, advisors, and small and medium-sized businesses.
What you will do
- Generate new opportunities through email sequences, cold calling, LinkedIn, and other outbound tactics.
- Build target lists, identify prospects, nurture opportunities, and qualify leads before handing them to Account Executives.
- Prospect small and mid-sized businesses, financial advisors, RIAs, and independent RIAs across ’s direct 401(k), advised 401(k), and custody businesses.
- Explain ’s 401(k) and Advisor Solutions value propositions to business owners, HR and finance leaders, advisors, and custody decision-makers.
- Communicate prospect and industry insights to sales, marketing, and product management.
- Use Salesforce and other sales tools consistently while meeting meeting-setting and pipeline goals.
Requirements
- Strong oral and written communication skills, with particularly strong listening skills.
- Curiosity about financial products and retirement planning.
- High energy, willingness to learn, persistence, and a demonstrated track record of high performance.
- Comfort with high call and email volume and activity-driven sales work.
- Experience with sales and marketing technology tools.
- Ability to work from the NYC office four days per week in a hybrid arrangement.
Nice to have
- Recent sales or sales-adjacent experience, including recruiting, real estate, or nonprofit work.
- B2B technology or SaaS sales experience as an SDR or BDR.
Culture & Benefits
- Medical, dental, and vision coverage, life and AD&D insurance, disability coverage, and an Employee Assistance Program.
- Transit benefits, FSA and HSA options, and a day-one 401(k) match.
- Equity grants for all employees, including new-hire and refresher grants.
- Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical after six years.
- Company-paid professional coaching and matching on qualified student loan payments.
- Collaborative, inclusive environment focused on improving financial outcomes and simplifying financial services.
Hiring process
- Applications are reviewed over several weeks, followed by 3–4 sets of meetings with future colleagues for selected candidates.
- The process may include a case study or technical assessment.
- Hiring decisions typically take approximately 3–5 weeks.
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