Advisor, Retirement Sales Manager

Summary

Join a community of innovators working to transform financial outcomes for real people. As an ambitious Advisor Sales Manager, you will lead sales efforts within your defined territory by introducing our retirement product and value proposition to advisors.

Requirements

• 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

Responsibilities

• 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

Benefits

• Competitive equity package
• Health insurance
• Dental and vision benefits
• 401(k) offering with employer match
• Flexible PTO policy
• Commission bonus