Advisor Retirement Sales Manager - Southwest

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 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 an ambitious Advisor Sales Manager to join our team. In this role, you will be responsible for leading sales efforts within your defined territory by introducing our retirement product and value proposition to advisors. You are a tech-savvy seller who is passionate about working with decision-makers to add a retirement offering to their practice or to transition to Betterment at Work as their preferred provider. This position will be remote, based on the West Coast, focused on generating new business and representing Betterment at Work 401k’s solutions. 

This role is remote. 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. 

• West Coast (Remote) $120,000 + Commission

We offer a competitive equity package, health, dental and vision benefits, and a 401(k) offering with employer match as well as flexible  PTO policy. This job is eligible for variable compensation in the form of a commission bonus.

A day in the life 

• Own a sales territory to grow Betterment’s retirement platform by partnering with Financial Advisors to increase sales of retirement plans
• Own the full sales cycle from prospecting to close for the Advisor’s retirement plan business
• Travel in territory (25%) to deepen relationships with top advisors and maximize sales outcomes
• Partner internally with Business Development Representatives to source and close new Advisor relationships
• Create opportunities from new business referrals, educating prospects and developing strategies for Betterments products
• Conduct discovery and online demonstration calls, managing the entire sales cycle to closing deals and selling the value of Betterment products
• Meet and exceed Bookings goals
• Ensure effective and consistent use of Salesforce, Groove, Gong and other sales tools

What we’re looking for

• Sales experience working in Financial Services or B2B tech sales selling to Financial Advisors
• Experience in the retirement industry and building relationships with retirement specialists
• Curiosity and interest in financial products and retirement planning 
• A consistent track record of exceeding targets
• Desire to build a new business vertical, iterating on processes and collaborating with shared teams
• High energy and willingness to learn
• Self motivated and adaptable to change
• Experience with sales technology stack- Salesforce, Groove, Gong- a plus

What being at Betterment means for you

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 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 invest in you with:

• A competitive suite of benefits, including: medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave. 
• Flexible paid time off (and encouragement to use it!)
• Meaningful opportunity for community building through our 7 Employee Resource Groups
• Empowerment to own and lead change and affect the business
• Dedicated professional development opportunities
• Lunch from our in-house chef three days a week at our NYC headquarters

What happens next

We’ll take a few weeks to review all applications. If we’d like to spend more t