Full-Time

Advisor Retirement Sales Manager

West Coast

Confirmed live in the last 24 hours

Betterment

Betterment

501-1,000 employees

E-commerce platform for branded lifestyle products

Consumer Software
Consumer Goods

Compensation Overview

$120kAnnually

+ Commission Bonus

Mid, Senior

New York, NY, USA

Hybrid position requiring three days a week in-office in New York.

Category
Inside Sales
Strategic Account Management
Sales & Account Management
Required Skills
Salesforce
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

Betterment operates an online retail platform that specializes in selling branded apparel, accessories, and gifts. The company designs a variety of products, including t-shirts, hoodies, onesies, beanies, mugs, and tote bags, all aimed at promoting a positive lifestyle and happiness. Customers can purchase these items directly from Betterment's website, where products are listed at regular and sale prices, making them accessible to a wide audience. Unlike many competitors, Betterment focuses on a lifestyle theme that resonates with individuals who appreciate unique merchandise that encourages well-being. The company's goal is to attract a diverse clientele and generate revenue through direct sales while promoting its motto, "Wear Betterment. Pursue Happiness."

Company Stage

Series F

Total Funding

$325.9M

Headquarters

New York City, New York

Founded

2010

Growth & Insights
Headcount

6 month growth

9%

1 year growth

14%

2 year growth

12%
Simplify Jobs

Simplify's Take

What believers are saying

  • Betterment's diverse product range and positive branding can attract a wide customer base, potentially leading to high sales volumes and profitability.
  • The company's focus on promoting happiness and well-being through its products can create a loyal customer base that resonates with its message.
  • Economies of scale can lead to increased profitability as sales volumes grow, benefiting both the company and its employees.

What critics are saying

  • The competitive nature of the e-commerce market means Betterment must continuously innovate to stay ahead of rivals.
  • Relying on direct sales for revenue can be risky if there are fluctuations in consumer demand or economic downturns.

What makes Betterment unique

  • Betterment's focus on branded lifestyle products that promote happiness sets it apart from other e-commerce platforms that may not have such a clear, positive message.
  • The company's ability to offer a wide range of products, from apparel to accessories and gifts, allows it to cater to a diverse customer base, unlike more specialized competitors.
  • Betterment's direct sales model and occasional sale pricing make its products accessible to a broad audience, enhancing its competitive edge in the online retail market.

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