Business Development Representative

6 days ago

Apply Now

Receive Emails with Similar Jobs

Wealthsimple

WebsiteLinkedInAll Job Openings

Finance • Fintech • Investing

Wealthsimple is a financial technology company based in Canada that offers a range of investment and financial services. They provide managed investing options with custom portfolios tailored to individual goals, and offer self-directed investing to take control of trading stocks, ETFs, and cryptocurrencies commission-free. Wealthsimple also provides high-interest cash accounts, various retirement savings accounts, and a comprehensive set of tools for personal finance management. With over 3 million users, they emphasize low fees, transparency, and personalized financial advice.

501 - 1000 employees

Founded 2014

💸 Finance

💳 Fintech

💰 Private Equity Round on 2021-05

📋 Description

• Follow-up with high-quality leads from the Growth Marketing team, prospect cold sales-sourced leads, and own the full sales process • Build growth opportunities for the business through warm and cold outreach emails, calls, SMS and qualification • Be the first touchpoint that articulates the Wealthsimple value proposition to potential prospects • Work closely with Product and Marketing teams on “playtests” that require client interaction • Work closely with Sales and Marketing on creative projects that help drive revenue and net deposit growth • Achieve monthly quotas and daily KPI’s of outbound touches across email, calls, text • Nurture and educate prospective clients through the sales cycle until they are qualified

🎯 Requirements

• Resourcefulness — you should have demonstrated track record of persevering in the face of adversity • Adaptability — in a startup, priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals • Goal-oriented — you should have experience (and be excited about!) working hard towards a goal • Strong communication — you should be comfortable writing persuasively and communicating at all levels • Self-starter — when you see a need, you address it • Natural Curiosity - you should be eager to understand our client’s needs and uncover the root of their problem • 1-3 years experience in a sales or client-facing role, ideally with a SaaS or Financial background • Resiliency - bounce back from rejection and objection and keep trying • Recommended - strong financial literacy (eg: Completed IFIC or CSC), sales and business acumen

🏖️ Benefits

• Competitive salary with top-tier health benefits and life insurance • Retirement savings matching plan using Wealthsimple for Business • 20 vacation days per year and unlimited sick and mental health days • Up to $1,500 per year towards wellness and professional development budgets respectively • A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) • Company-wide wellness days off scheduled throughout the year