Our growing company is searching for a Business Development Representative to play a critical role in building new clients for Your Money Line. The Business Development Representative will be responsible for prospecting into targeted accounts and partnerships to expand our overall client growth. In this role, you will work closely with the sales and marketing teams. This role reports directly to the Head of Sales at YML and is primarily in-person at Your Money Line’s Indianapolis headquarters.
About Your Money Line
Your Money Line (YML) is a leading financial wellness platform that provides employees with essential tools and guidance to manage financial challenges, plan for the future, and achieve their goals. Through an all-in-one mobile app, access to certified financial coaches, and AI-driven tools, YML empowers employees at every life stage. Trusted by organizations across industries, including corporations, school districts, and healthcare systems, YML is transforming lives and improving financial well-being nationwide. Founded by financial expert Peter Dunn, also known as Pete the Planner®, YML is dedicated to making impactful, positive changes in the lives of employees and their families.
Key Responsibilities
Lead Generation & Prospecting:
- Research and identify potential business opportunities through various channels (LinkedIn, industry databases, cold calling, customized emailing, etc.).
- Qualify outbound leads and prospects to ensure they meet the ideal customer profile.
- Develop new partner introductions from existing YML partnerships.
- Build and maintain a strong pipeline of prospective clients by consistently reaching out to new leads.
Outreach & Engagement:
- Initiate cold calls, emails, and social media outreach to introduce the company’s products or services to potential clients.
- Engage with decision-makers (e.g., executives, managers) to schedule meetings, product demos, or discovery calls.
- Develop customized outreach messages based on prospect research and pain points.
Lead Qualification:
- Assess the needs, challenges, and budget of potential customers to ensure they are a good fit for the company’s offerings.
- Work closely with the sales team to qualify and prioritize leads, passing on the most promising opportunities.
- Meet and exceed meeting set, meetings held, and pipeline goals
CRM Management:
- Maintain accurate and up-to-date records of prospect interactions, sales activities, and lead statuses in the CRM (e.g., Salesforce, Apollo).
- Track performance metrics such as lead conversion rates, meetings scheduled, and follow-up activities.
Collaboration with Sales Team:
- Collaborate with the Account Executives and Sales Managers to ensure a seamless handoff of qualified leads.
- Provide the sales team with insights and feedback about customer pain points and objections.
Market Research & Analysis:
- Conduct market research to identify trends, competitive insights, and potential new business verticals.
- Stay informed about industry news, product updates, and competitor offerings.
Follow-Up & Nurturing:
- Follow up with leads to maintain engagement and ensure they remain interested in the company’s products/services.
- Nurture long-term relationships with prospects who may not be ready to buy immediately, ensuring they remain on the radar for future opportunities.
Requirements
Education & Experience:
- Bachelor’s degree in Business, Marketing, Communications, or a related field (preferred).
- 1-2 years of experience in sales, business development, or lead generation (ideal, but not required).
- Experience with CRM software (e.g., Salesforce, HubSpot) and sales tools (e.g., LinkedIn Sales Navigator) is a plus.
Skills & Competencies:
- Strong communication skills, both written and verbal, with the ability to engage with senior-level executives.
- Ability to quickly understand the company’s offerings and articulate the value proposition to potential customers.
- Self-motivated with a strong desire to succeed and exceed targets.
- Detail-oriented with strong organizational and time management skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Knowledge of social media platforms, email marketing, and cold-calling techniques.
Benefits
- Medical Insurance (Company pays 75% of the premium for all tiers)
- Health Savings Account with employer HSA contribution
- Dental and Vision Insurance
- Company Equity
- 401K with Company Match
- Hybrid Office Model
- Unlimited Wellness Time Off
- Unlimited Paid Time Off
- Unlimited access to YML platform and resources
- Elective Accident, Disability, and other non-medical insurance coverages
- Monthly Technology Stipend (Remote Employees)
- Group-Life & AD&D Insurance
- Paid Paternity, Maternity, and Adoption Leave
- Flexible Spending Accounts and Dependent Care Flexible Spending Account
- Voted a "Best Place to Work in Indiana" 2023, 2024, 2025, 2026
If you feel you meet these qualifications, you get excited by helping millions of people achieve financial stability, and you want to work with a diverse, hardworking team – we’d love to meet you.
Top Skills
What We Do
Your Money Line is financial wellness finally made simple. We help employers help their employees with personal finance questions answered in real time, by real experts. TRUE: "Financial stress" amounts to hours and hours of lost productivity every year. — 43% of employees spend more than 3 hours a week thinking or distracted by their personal finances at work.* Navigating a global pandemic, economic unrest, and a retirement crisis, this lost time hits their employer on the bottom line. Your Money Line is powered by financial expert and author Pete the Planner®. Our dedicated Financial Concierge Team are all trained money experts, like CFP®s, AFC®s, and more. Welcome to your next partner in employee wellness. It's nice to meet you.
