Business Development Representative

Meet PensionBee, we’re here to make retirement simple

Millions of Americans leave a trail of forgotten 401(k)s behind them every time they change jobs. Small balances get forgotten, fees chip away at savings, and the system makes it a hassle to clean up.

We help people bring their old 401(k)s and IRAs together into one simple, transparent account they can actually understand. For employers, we take small-balance headaches off their hands with automatic rollover solutions that protect former employees' savings and keep plans healthy.

We're a challenger brand in one of the most outdated industries around. We move fast, obsess over our customers, and have zero patience for unnecessary complexity. And we're just getting started in the US.

We move fast, we care deeply about our customers, and we don't do unnecessary complexity. If that sounds like your kind of place, read on.

About the Role

As our Business Development Representative, you'll open doors with financial advisors and TPAs, fill the calendar for our partnerships team, and keep the engine of our US sales process running. It's a great seat for someone who likes the phone, is highly organized, and wants to help build a US team from early on.

What you'll do

• Build target lists of advisors and TPAs and book at least 5 new meetings a week through calls, email and LinkedIn.

• Re-engage existing leads to book at least 3 more meetings a week.

• Respond quickly to inbound requests from our website and get meetings on the calendar.

• Prepare briefing notes before meetings, join the calls, and drive the follow-up.

• Keep our CRM (Pipedrive) accurate and hand over new accounts smoothly to Operations.

• Run the weekly sales rhythm, including the team coordination call and the activity summary for US leadership.

• Coordinate our conference calendar, event materials and client activities.

What you'll bring

• 1–3 years in an SDR/BDR, inside sales or sales support role, ideally in financial services, retirement or B2B fintech.

• Confidence on the phone and strong written communication.

• An organized, detail-oriented approach and experience with a CRM (Pipedrive, Salesforce or HubSpot).

• Curiosity about retirement and personal finance.

What success looks like

• 30 days: You know our product, our buyers, and the competitive landscape. Your first outreach is live.

• 90 days: You're hitting your meeting targets consistently, your handoffs are clean, and you have evidence on which messages and segments work.

• 6 months: You've built a repeatable outbound motion that a second hire could pick up, and you're shaping how we target and position PensionBee in the US.

Why PensionBee

• A mission that matters. Help people take control over their retirement savings.

• Early, but proven. A successful business with real traction in the UK, entering its next market.

• Real ownership. A small team, direct access to leadership, and room to grow as the US business does.

• Compensation: $67,000-$72,000 plus bonus

• Benefits: Medical insurance, Vision insurance, Dental insurance, 401(k) Match

• Hybrid working: Three days a week with the team in our Financial District office, two days wherever you work best.
  
  

Sound like your kind of place? We'd love to hear from you.