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Business Development Representative

Betterment· Sales
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Hybrid (New York, NY)$60k - $65kfull-timePosted 1mo ago

About the role

Ambitious, tech-savvy BDR role focused on top-of-funnel growth for Betterment’s retirement business, with options to work on Direct 401(k) or Retirement Advisor pipelines from the NYC office.

Responsibilities

  • Generate new opportunities 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!
  • Direct 401(k) BDR: Prospect small and mid-sized businesses launching or switching 401(k) plans; engage business owners, HR leaders, finance decision-makers; position Betterment's 401(k) offering as part of employee benefits.
  • Retirement Advisor BDR: Prospect financial advisors and RIAs to add or improve a 401(k) offering; articulate Advisor Solutions value proposition to advisors serving retirement plan vertical.

Qualifications

  • No experience necessary, though recent sales or sales-adjacent experience is a plus (recruiting, real estate, or non-profit)
  • B2B tech/SaaS sales experience as an SDR/BDR is a plus
  • Curiosity and interest in financial products and retirement planning
  • Demonstrated track record of high performance
  • High energy and willingness to learn
  • Strong oral and written communication skills with strong listening skills
  • Relentless in pursuit of success and willing to put in extra effort
  • Experience with sales & marketing technology stack

Skills

Required:Outbound prospectingSalesforceCommunication (verbal & written)
Nice to have:B2B sales / SDR/BDR

Benefits

  • We offer a competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options
  • Ownership: Equity for all employees, including new hire and refresher grants
  • Time: Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year
  • Growth: Company-paid professional coaching for all employees
  • Wealth: Day-one 401(k) match plus matching on qualified student loan payments
Last updated Oct 21, 2026. Interested? Apply on the company site.

About Betterment

Automated investing & Financial planning

Betterment can help grow your money by making saving and investing easy. Invest in a tailored portfolio, set buckets for your goals, and earn rewards.

investingfinancial planningsavingretirementtax-smart technologyinvestment portfolioscash management
Company profileWebsite

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