Full-time

Business Development Representative

BettermentNew York, NYPosted May 26, 2026

$60k–$65k/yr

About Betterment

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).

About the role

Betterment at Work is an award winning 401(k) solution that works as hard for your money as you work to earn it. We are seeking ambitious, enthusiastic individuals to join our 401(k) sales team. 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. Below we've reflected the base salary range for this position. 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

This job may also be eligible for variable compensation in the form of commission.

A day in the life

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!

What we’re looking for

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 technology stack- Outreach, Salesforce - is a plus

Join a team built on these core values

We change lives

Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease.

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 perspectives

When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.

We simplify financial services

We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.

Our Commitment to Your Total Well-being:

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.

What happens next

We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.

In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.

On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidate

This role is sourced from Betterment's public careers feed. The Apply button opens their site in a new tab.