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Your Money Line · 4 weeks ago

Business Development Representative (Enterprise)

Indianapolis, IN

Full-time

Hybrid

Entry Level

1+ years exp

Your Money Line is a leading financial wellness benefit company focused on creating financial stability for American workers. They are seeking a Business Development Representative to build new client relationships through Employee Benefits Brokers, primarily focusing on prospecting and engaging with potential broker partners.

ConsultingFinancial ServicesFinTechHuman ResourcesProfessional Services

Responsibilities

Identify, research, and prioritize potential benefits brokers, consulting firms, and channel partners who align with our ideal client profile

Conduct targeted outbound outreach via email, phone, and LinkedIn to introduce our value proposition

Qualify broker partners based on client base, market influence, and partnership potential

Build a healthy and predictable pipeline of broker opportunities

Serve as the first point of contact for broker inquiries and outbound efforts

Clearly articulate the product and broker value proposition, tailoring messaging to different types of advisory firms

Develop trust-based relationships that encourage broker engagement and willingness to introduce us to employer clients

Schedule introductory and discovery meetings for the Partnership Account Executives

Collaborate closely with Partnerships and Enterprise Sales to hand off qualified broker channel partners

Gather broker insights about their clients’ needs, pain points, and timing to support downstream enterprise conversations

Track broker-generated leads and influence on enterprise pipeline opportunities in the CRM

Maintain up-to-date CRM records, pipeline stages, and activity logs

Work with marketing on broker-focused outreach campaigns, collateral, and follow-up

Provide ongoing feedback from the broker market to product, sales, and marketing teams

Stay informed on benefits brokerage trends, consulting models, and employer benefits strategies

Build familiarity with the competitive landscape and how our solution fits into a broker’s toolkit

Identify opportunities for co-marketing, events, webinars, or deeper partner enablement

Maintain accurate and up-to-date records of prospect interactions, sales activities, and lead statuses in the CRM (e.g., Salesforce, Amplemarket)

Track performance metrics such as lead conversion rates, meetings scheduled, and follow-up activities

Meet or exceed monthly outreach, meeting set, and broker qualification goals

Maintain high activity cadence while delivering a personalized and consultative outreach approach

Contribute to revenue growth by driving broker-generated enterprise opportunities

Qualification

CRM softwareSales toolsCommunication skillsLead generationBusiness developmentSocial media knowledgeEmail marketingCold-calling techniquesDetail-orientedOrganizational skillsTime management