Business Development Representative
Core
Engage with internally sourced and prospect sales-sourced leads via phone, email, and SMS to promote Wealthsimple's value proposition and sell financial products using a consultative, needs-based approach.
Role type
Business Development Representative (SDR/AE hybrid)
Builds
Wealthsimple financial products (managed investing, trading, cryptocurrency, tax filing, banking) for Canadian clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
consultative discovery, natural sales instincts, persuasive writing, AI tool proficiency, goal orientation, resiliency, resourcefulness, adaptability, self-starter
Preferred skills
strong sales and business acumen, interest in growing into complex sales motions
Technologies
Salesforce, Salesloft, Gong
Responsibilities
Assess client needs to determine self-service vs. human sales support, run structured discovery to identify wallet-share potential, identify cross-sell opportunities, build and manage own pipeline, nurture and qualify prospects through the sales cycle, achieve monthly Net Deposit quotas and daily KPIs (via careerplan.io/jobs/6e689bf4-ebe9-4d75-a6de-ab747a2658ca-business-development-representative-at-wealthsimple)
Seniority
Mid-level IC (2-4 years experience)