Business Development Representative
Business Development Representative
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
About the Role
We are seeking a highly motivated and professional Business Development Representative (BDR) to support a Canadian mortgage brokerage. This is a client-facing sales support role focused on outreach appointment setting and brokerage recruitment.
The successful candidate will be responsible for contacting mortgage brokers and agents from competitor firms introducing our client s brokerage and booking them into meetings with the CEO. Over time this role will expand to include delivering introductory presentations and managing the early stages of recruitment conversations.
Key Responsibilities
Conduct outbound calls to mortgage brokers and agents across Canada introducing the brokerage and booking meetings into the CEO s calendar.
Manage and maintain a CRM database of 6000 existing contacts ensuring accurate records of outreach and follow-ups.
Build prospect lists by researching competitor websites and adding new contacts to the database.
Coordinate with the CEO to ensure an efficient flow of qualified meetings with the ability to step in and deliver presentations when the CEO s calendar is full.
Follow structured sales scripts and objection-handling frameworks to maximize conversion.
Work across platforms including RingCentral Zoom and Google Suite to manage daily tasks.
Collaborate closely with the client to refine messaging improve outreach strategies and support recruitment targets.
Uphold the highest standards of professionalism and communication when representing the brokerage in Canada.
Requirements
Skills & Experience Required
Minimum 2 years experience in appointment setting lead generation sales or business development (mortgage/financial services experience preferred but not required).
Proven ability to engage decision-makers by phone and convert outreach into qualified appointments.
Strong spoken and written English skills with a confident professional and articulate phone manner.
Tech-savvy with experience using CRMs and business tools such as RingCentral Zoom and Google Suite.
Highly organized with strong attention to detail and the ability to manage prospect lists effectively.
Presentable and professional demeanor comfortable in video calls and virtual presentations.
Self-motivated driven and eager to learn and grow within a fast-paced brokerage environment.
Preferred Attributes
Prior experience in financial services mortgages or real estate.
Familiarity with North American business culture.
Ability to work independently while being supported within a professional office environment.
Comfortable with both structured scripts and adapting conversations in real time.
Skills & Experience Required Minimum 2+ years experience in appointment setting, lead generation, sales, or business development (mortgage/financial services experience preferred but not required). Proven ability to engage decision-makers by phone and convert outreach into qualified appointments. Strong spoken and written English skills, with a confident, professional, and articulate phone manner. Tech-savvy, with experience using CRMs and business tools such as , RingCentral, Zoom, and Google Suite. Highly organized, with strong attention to detail and the ability to manage prospect lists effectively. Presentable and professional demeanor comfortable in video calls and virtual presentations. Self-motivated, driven, and eager to learn and grow within a fast-paced brokerage environment. Preferred Attributes Prior experience in financial services, mortgages, or real estate. Familiarity with North American business culture. Ability to work independently while being supported within a professional office environment. Comfortable with both structured scripts and adapting conversations in real time.
Employment Type
Full Time
