Business Development Representative

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🕒 July 13

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OneVest

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

OneVest is a modern technology platform designed to revolutionize wealth management. It offers a user-friendly, customizable, and easily updatable platform that integrates seamlessly with existing systems, catering to the specific needs of financial institutions like banks, wealth managers, insurance companies, asset managers, and fintechs. OneVest's no-code configuration, modular flexibility, and robust API allow firms to tailor workflows and feature sets to align with their brand and business goals. With solutions for client onboarding, portfolio management, compliance, and analytics, OneVest empowers financial advisors and institutions to enhance client engagement, streamline operations, and stay ahead in the evolving wealth management landscape.

📋 Description

• Conduct strategic cold outreach through phone calls, targeted emails, and LinkedIn messages to source new business opportunities. • Rapidly follow up with, educate, and qualify inbound leads generated by our marketing team. • Conduct initial discovery calls to understand a prospect's pain points, business goals, and budget, ensuring they match our Ideal Customer Profile (ICP). • Consistently meet or exceed monthly quotas for booking high-quality introductory meetings for our Sales team. • Maintain accurate, up-to-date records of all interactions, leads, and pipeline activities within Salesforce/HubSpot. • Stay up to date on industry trends, competitor activities, and product updates to effectively handle objections.

🎯 Requirements

• 0–2 years of sales or customer-facing experience (Finance, Technology, or call center background). Prior BDR/SDR experience is a plus but not required. • Exceptional verbal and written communication. You need to be comfortable picking up the phone and engaging business executives. • A thick skin and a positive attitude. You view "no" as just one step closer to a "yes." • A strong desire to learn, adapt quickly to feedback, and constantly improve your sales skills. • Familiarity with modern sales tools (Claude, Gemini, Salesforce, HubSpot, Outreach, ZoomInfo, LinkedIn Sales Navigator) is a huge advantage.

🏖️ Benefits

• 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year • A flexible & hybrid working environment • Comprehensive Group Health, Dental and Vision Benefit Plan right from the start • Employee Stock Option Purchase Plan