Business Development Representative
- Toronto, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- 2+ years of experience in sales, phone-based outreach, or financial services wholesaling
- Posting language
- English
- Posted
Original job description
Job Description
We’re hiring a driven wholesaler to join our Business Development team, with a focus on cold calling and outbound prospecting. This role is all about picking up the phone, building relationships with financial advisors, and introducing them to Optimize’s cutting-edge Advisor Platform. You’ll play a key role in expanding our national network of Advisors by making high-volume outreach calls, booking meetings, and nurturing relationships with prospects. If you're someone who thrives in a fast-paced environment, isn't afraid of rejection, and loves the challenge of opening doors - this job is for you. We want people who are hungry to succeed, eager to grow, and ready to hustle.
Key Responsibilities
- Making a high volume of outbound calls to prospective financial advisors across Canada
- Engaging with new and existing leads to build rapport, pitch our platform, and generate qualified interest
- Following up with warm leads to maintain momentum and move them through the pipeline
- Accurately capturing prospect information and interactions in our CRM to drive consistent follow-ups
- Collaborating with the business development team to refine messaging, improve conversion rates, and exceed team targets
- Helping shape and scale growth strategies with your insights from the front lines
Must-Have
- 2+ years of experience in sales, phone-based outreach, or financial services wholesaling
- Proven ability to cold call effectively and confidently engage prospects over the phone
- Track record of meeting or exceeding outbound activity and conversion targets
- Comfortable hosting virtual presentations and closing business
- Strong attention to detail and follow-through
- Experience using CRM tools
- Resilient, organized, and highly self-motivated
Nice-to-have
- Completion of the Canadian Securities Course (CSC)
- Relevant work experience
What's in it for you?
- A competitive salary and variable compensation component
- Work in a rapidly growing, dynamic, and high-performing company within the downtown financial district
More about this job
Responsibilities
Make high-volume outbound calls to financial advisors across Canada, introduce the Advisor Platform, generate qualified interest, and book meetings. Follow up with leads, maintain accurate CRM records, collaborate to improve messaging and conversion, and contribute insights to growth strategies.
Requirements
Requires at least two years of experience in sales, phone-based outreach, or financial services wholesaling, with demonstrated cold-calling ability and a record of meeting or exceeding targets. Candidates should be comfortable presenting virtually and closing business, proficient with CRM tools, and resilient, organized, detail-oriented, and self-motivated; completion of the Canadian Securities Course is a plus.
Skills
- Cold Calling
- Outbound Prospecting
- Sales
- Relationship Building
- Lead Generation
- Pipeline Management
- Virtual Presentations
- Closing Business
- CRM Management
- Follow-Through
- Communication
- Resilience
- Organization
- Self-Motivation
- Conversion Optimization
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Finance & Accounting
Keywords
- Financial Services
- Financial Advisors
- Business Development
- Wholesaling
- Cold Calling
- Outbound Prospecting
- Outbound Calls
- Lead Generation
- Lead Nurturing
- Sales Pipeline
- CRM
- Advisor Platform
- Virtual Presentations
- Conversion Rates
- Sales Targets
- Canadian Securities Course
- CSC