Business Development Representative

PensionBee UK

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

Posted 10/6/2026full-timeNew York City • New York • United StatesJunior💰 $67,000 - $72,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong capabilities in building client relationships and managing sales processes, with a focus on financial services and B2B fintech. Proficient in utilizing CRM tools to maintain accurate records and drive effective communication.

Highest-signal resume keywords

Sales Development Representative (SDR) ExperienceCRM Proficiency (Pipedrive, Salesforce, HubSpot)Strong Written CommunicationOrganized and Detail-OrientedExperience in Financial Services or B2B Fintech

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales SupportLead GenerationMeeting CoordinationOutbound Sales StrategyClient Engagement

Soft Skills

Confidence on the PhoneCuriosity About Retirement and Personal Finance

Tools & Technologies

PipedriveSalesforceHubSpot

Industry Keywords

Financial ServicesRetirementB2B Fintech

About the role

Key responsibilities & impact

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 the website and schedule meetings
Prepare briefing notes before meetings, join calls, and drive follow-up
Maintain accurate CRM records in Pipedrive and hand over new accounts smoothly to Operations
Run the weekly sales rhythm, including the team coordination call and activity summary for US leadership
Coordinate the conference calendar, event materials and client activities
Build a repeatable outbound motion and help shape PensionBee’s US targeting and positioning

Requirements

What you’ll need

1–3 years in an SDR/BDR, inside sales or sales support role
Ideally experience in financial services, retirement or B2B fintech
Confidence on the phone
Strong written communication
Organized, detail-oriented approach
Experience with a CRM such as Pipedrive, Salesforce or HubSpot
Curiosity about retirement and personal finance

Benefits

Comp & perks

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
Real ownership, direct access to leadership, and room to grow as the US business does