CareerPlan

Business Development Representative

New York, NYFull-time$66k2026-09-03 → 2026-11-11
HybridNo visa sponsorship

Core

Initial point of contact for prospective clients of the Pontera retirement platform, generating new business through outbound prospecting.

Role type

Business Development Representative (BDR)

Builds

Sales pipelines for a fintech retirement savings platform

Domain

Fintech / Retirement Planning

Deliverable

client delivery

Required skills

outbound prospecting, cold calling, email campaign management, objection handling, stakeholder relationship building, written and verbal communication

Preferred skills

self-motivation, resilience, sense of urgency, ability to work in fast-paced environments

Technologies

CRM tools (implied by prospect list management), email marketing platforms

Responsibilities

Identify and generate new business through proactive outbound prospecting; Gain interest through cold calling, email campaigns, and social touches; Create accurate and relevant follow-up prospect lists; Overcome obstacles and objections to effectively build pipelines

Seniority

Individual Contributor, entry-to-mid level