Business Development Representative
Listed on 2026-03-12
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Sales
Business Development, B2B Sales -
Business
Business Development
Join to apply for the Business Development Representative role at Betterment
Join to apply for the Business Development Representative role at Betterment
About Betterment
Betterment is a leading, technology-driven financial services company that offers investing 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: making people’s lives better. We’re headquartered in NYC and offer hybrid NY-based positions (three days/ week in-office).
About Betterment
Betterment is a leading, technology-driven financial services company that offers investing 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: making people’s lives better. We’re headquartered in NYC and offer hybrid NY-based positions (three days/ week in-office).
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. 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
A day in the life
- Generating new opportunities with financial advisors using outbound tactics (email sequences, cold calling, Linked In, 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!
- 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
We change lives
Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission: making people's lives better.
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…
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