Business Development Representative
Toronto, Ontario, Canada · Full Time
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- Experience
- 2+ yrs
- Salary
- —
- Openings
- 1
- Posted
- 1 day ago
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
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Job description
Overview
We are seeking a motivated wholesaler to join our Business Development team, focusing on outbound prospecting and cold calling. The primary goal is to engage financial advisors by presenting Optimize’s innovative Advisor Platform, helping to expand our national network.
Key Responsibilities
- Conduct a large volume of outbound calls to prospective financial advisors across Canada.
- Establish rapport with new and existing leads, present our platform effectively, and generate qualified interest.
- Follow up diligently with warm prospects to advance them through the sales pipeline.
- Maintain accurate records of prospect interactions and data within the CRM system to ensure consistent follow-up actions.
- Collaborate with the business development team to refine outreach messaging and improve conversion rates, aiming to surpass team objectives.
- Contribute insights from direct interactions to help shape and scale overall growth strategies.
Required Qualifications
- At least 2 years of experience in sales, phone-based outreach, or wholesaling within financial services.
- Demonstrated skill in cold calling and confidently engaging potential clients by phone.
- Proven track record of meeting or exceeding quotas for outbound activity and conversions.
- Comfortable with delivering virtual presentations and closing deals remotely.
- Exceptional attention to detail with strong follow-through capabilities.
- Experience using Customer Relationship Management (CRM) tools effectively.
- Highly resilient, organized, self-driven, and motivated to succeed.
Preferred Qualifications
- Completion of the Canadian Securities Course (CSC) is advantageous.
- Relevant prior work experience in a similar domain.
Compensation and Work Environment
- Competitive base salary plus a variable compensation component.
- Opportunity to work within a fast-growing, dynamic, and high-performing company situated in the downtown financial district.
Additional Information
Our recruitment process may involve the use of AI-powered tools to assist with candidate screening, assessments, scheduling, and application reviews. All final hiring decisions will be made by qualified personnel based on job-related factors, qualifications, and business needs.