Business Development Representative

OneVest is a fast-growing technology company on a mission to Power the Worlds Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity collaboration and the pursuit of excellence. Weve been listed as one of Forbess best start-up employers and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures Allianz Life Ventures TIAA Ventures OMERS Ventures Fin Capital Deloitte Ventures and more. If youre passionate about finance technology and making a real impact this is the perfect opportunity to be part of something big.

We are looking for a high-energy resourceful and results-driven Business Development Representative (BDR) to join our growing inside sales this role you will be the engine of our sales pipeline. You will be responsible for identifying researching and initiating contact with prospective business clients (B2B) mapping out their business challenges and qualifying them for our Sales Executives.

What Youll be Doing:

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

Must Haves:

• Experience: 02 years of sales or customer-facing experience (Finance Technology or call center background). Prior BDR/SDR experience is a plus but not required.
• Communication Skills: Exceptional verbal and written communication. You need to be comfortable picking up the phone and engaging business executives.
• Resilience & Grit: A thick skin and a positive attitude. You view no as just one step closer to a yes.
• Coachability: A strong desire to learn adapt quickly to feedback and constantly improve your sales skills.
• Tech Savvy: Familiarity with modern sales tools (Claude Gemini Salesforce HubSpot Outreach ZoomInfo LinkedIn Sales Navigator) is a huge advantage.

Location: This position is a remote Canada role.

What Its Like To Work With Us:

• Culture: Its fun rewarding fast-paced - and we build cool stuff too!
• Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
• Flexibility: A flexible & hybrid working environment
• Health & Wellness: Comprehensive Group Health Dental and Vision Benefit Plan right from the start
• Equity: Employee Stock Option Purchase Plan

Sound like a good fit Apply today!
Dont meet every single requirement We encourage you to apply anyways. If youre excited about this role but your past experience doesnt align perfectly with every qualification in the job description we would still like to review your resume. You may be just the right candidate for this or other roles.

OneVest is dedicated to fostering a diverse equitable and inclusive workplace. We encourage applications from individuals of all backgrounds including those with visible and non-visible disabilities. If you require accommodations at any stage of the recruitment and selection process please reach out to and well be happy to support you.

AI Use In Our Hiring Process:

OneVest does not currently use AI to screen assess or select candidates as part of the recruitment process.