Business Development Representative (Enterprise)

Our growing company is searching for a Business Development Representative (BDR) to play a critical role in building new clients for Your Money Line, primarily through Employee Benefits Brokers. The Business Development Representative will be responsible for prospecting into targeted benefits brokers with enterprise accounts that align with the YML ICP 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

Money is the #1 stressor for American workers—and we’re on a mission to create financial stability and confidence for all. YML is a leading financial wellness benefit that pairs AI-powered software with empathetic human coaching to transform the financial lives of thousands of households—from teachers to nurses and everyone in between. With YML, employees get help with everyday money challenges, and employers see gains in team wellness, retention, and engagement.

Your Money Line was founded by Peter Dunn (aka Pete the Planner™) and is funded by leading Midwest investors, such as Allos Ventures, First Trust Capital Partners, Elevate Ventures, and CareSource.

Key Responsibilities

Broker Channel Prospecting & Qualification

• 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.

Relationship Building & Engagement

• 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.

Support for Enterprise Pipeline Growth

• 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.

Internal Collaboration

• 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.

Market Knowledge & Channel Intelligence

• 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.

CRM Management

• 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.

Performance Expectations

• 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.

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.

Our Company Values

• Lead with empathy
• Grow with courage
• Move fast, together
• Own the outcome
• Good vibes are always in the budget

Benefits

• Medical Insurance
• Dental and Vision Insurance
• Life Insurance
• 401(k) with a 4% match
• Company equity options
• Work laptop
• Unlimited wellness time off
• Hybrid office model
• Unlimited paid time off
• Volunteer time off
• Paid holidays
• Paid maternity, paternity, and adoption leave
• HSA and employer HSA contribution
• Healthcare FSA and Dependent Care FSA
• Office snacks
• Regular employee events
• Fun startup culture
• Voted a “Best Place to Work in Indiana” 2023, 2024, 2025

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.