Betterment is a leading, technology-driven financial services company that offers investing, savings and retirement solutions. They are seeking an ambitious individual to join their 401(k) sales team, responsible for outbound prospecting and assisting the sales process at the top of the funnel.

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
• We are a close knit team - we work hard, collaborate to get things done and celebrate our wins!

Skills

• No experience necessary, however recent sales (or sales adjacent) experience is a plus (i.e. recruiting, real estate, or non-profit experience)
• 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
• B2B tech/SaaS sales experience as an SDR/BDR is a plus
• Experience with sales technology stack- Outreach, Salesforce - is a plus

Benefits

• Medical, dental, and vision coverage
• Life and AD&D insurance
• Short- and long-term disability
• Infertility support and WPATH-aligned transgender health benefits
• Employee Assistance Program (EAP)
• Transit benefits and FSA and HSA options
• Equity for all employees, including new hire and refresher grants.
• Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.
• Company-paid professional coaching for all employees.
• Day-one 401(k) match plus matching on qualified student loan payments.

Company Overview