drjobs Strategic Sales Manager Retirement

Strategic Sales Manager Retirement

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1 Vacancy
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Job Location drjobs

New York City, NY - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

About Betterment

Betterment is a leading technologydriven 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 mediumsized businesses. Our team is passionate about our mission: making peoples lives better. Were headquartered in NYC and offer hybrid NYbased positions (three days/ week inoffice).

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 techsavvy seller who is passionate about working with decisionmakers to add a retirement offering to their practice or to transition to Betterment at Work as their preferred provider. This position will be remote focused on generating new business and representing Betterment at Work 401ks 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 Betterments total compensation package for employees.

  • Remote: $120000 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 Betterments retirement platform by partnering with Financial Advisors to increase sales of retirement plans
  • Own the full sales cycle from prospecting to close for the Advisors 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 were 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 peoples lives better.

We set audacious goals

We set them for the company our customers and ourselvesand we wont stop until we reach them. We dont just show up; we give our all then celebrate our wins.

We value all perspectives

When we collaborate were 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 inhouse chef three days a week at our NYC headquarters

What happens next

Well take a few weeks to review all applications. If wed like to spend more time with you well reach out to arrange next steps which will include 34 sets of meetings with your future colleagues.

In the interview process well 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 35 weeks to make a hiring decision depending on your availability and sense of urgency. As a best practice we aim to interview at least 23 final round candidates before making a hiring decision. Please note that as we usually receive an overwhelming number of applications for open positions were unable to offer individual feedback during the interview process.

We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career and our Recruiting Team is here to support and advocate for you through the interview process!

Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process please reach out to your recruiter.

Please note that in any materials you submit you mayredactor remove ageidentifying information such as age date of birth or dates of school attendance or graduation. You will not be penalized forredactingor removing this information.

Come join us!

Were an equal opportunity employer and comply with all applicable federal state and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees applicants or any other covered persons because of race color religion creed national origin or ancestry ethnicity sex gender (including gender nonconformity and status as a transgender or transsexual individual) sexual orientation marital status age physical or mental disability citizenship past current or prospective service in the uniformed services predisposing genetic characteristic domestic violence victim status arrest records or any other characteristic protected under applicable federal state or local law.

EVerify Statement

Betterment participates in EVerify. We will provide the Social Security Administration and if necessary the Department of Homeland Security with information from each new employees Form I9 to confirm work authorization. Please note that we do not use this information to prescreen job applicants.
EVerify Notice
EVerify Notice (Spanish)
Right to Work Notice
Right to Work Notice (Spanish)

CPRA Language CA Applicants ONLY

We collect and store personal information for the purposes of candidate tracking (for this role and future opportunities). The information you provide in the course of completing your application will be kept for up to 24 months. We use tools provided by thirdparty service providers but do not share candidate information for any purpose other than for recruiting. To access the data that is collected request deletion or to make updates to your candidate profile please email .


Required Experience:

Manager

Employment Type

Full Time

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