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Business Development Representative

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Wealthsimple

15d ago

  • Job
    Full-time
    Junior & Mid Level
  • Customer Relations
    Sales & Business Development
  • Quick Apply

AI generated summary

  • You should be resourceful, adaptable, goal-oriented, and a strong communicator with 1-3 years in sales. A self-starter with natural curiosity and resiliency is essential. Bonus for IFIC/CSC.
  • You will follow up on leads, conduct outreach, articulate value propositions, collaborate on projects, achieve quotas, and nurture prospects through the sales cycle.

Requirements

  • Skills And Experience We’re Looking For
  • 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
  • Resiliency - bounce back from rejection and objection and keep trying
  • Bonus: Completed IFIC or CSC

Responsibilities

  • Follow-up with high-quality leads from the Growth Marketing team
  • Build growth opportunities for the business through outreach emails, calls, 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 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

FAQs

What is the primary mission of Wealthsimple?

Wealthsimple aims to help everyone achieve financial freedom by reimagining how to manage money, making financial services transparent and low-cost for everyone.

What will be my main responsibilities as a Business Development Representative?

Your main responsibilities will include following up with high-quality leads, building growth opportunities through outreach, being the first touchpoint for prospects, collaborating with Product and Marketing teams, achieving monthly quotas, and nurturing prospective clients through the sales cycle.

What kind of experience do I need for this position?

You should have 1-3 years of experience in a sales or client-facing role, along with strong communication skills, resourcefulness, adaptability, and a goal-oriented mindset.

Is there a specific educational requirement or certification that is advantageous for this position?

While not required, completing the IFIC or CSC certifications would be a bonus.

What employee benefits does Wealthsimple offer?

Wealthsimple offers a competitive salary, top-tier health benefits and life insurance, a retirement savings matching plan, generous vacation and sick days, wellness and professional development budgets, and more.

How does the company support diversity and inclusion?

Wealthsimple strongly encourages applications from diverse candidates and has established Employee Resource Groups to support various communities within the organization.

What are the expectations regarding quotas and daily activities for this role?

You will be expected to achieve monthly quotas and daily KPIs for outbound touches across email, calls, and texts to nurture and educate prospective clients.

Can employees work remotely or internationally?

Yes, Wealthsimple offers a remote-first work environment and has a program allowing employees to work internationally in eligible countries for up to 90 days per calendar year.

Is there a focus on personal development at Wealthsimple?

Yes, employees have access to up to $1,500 per year toward wellness and professional development budgets, promoting continuous growth and learning.

How does Wealthsimple handle accessibility during the hiring process?

Wealthsimple provides an accessible candidate experience and is open to making reasonable accommodations throughout the interview process and beyond to support candidates with accessibility needs.