Business Development Representative

Job summary

The role focuses on high-volume outbound calling to financial advisors to introduce the Advisor Platform and book meetings. Responsibilities include nurturing leads, managing CRM data, and collaborating on growth strategies to expand the national network.

Job details

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 Use of Artificial Intelligence in Recruitment As part of our recruitment and selection process, we may use technology-enabled tools, including artificial intelligence (AI), to assist with certain aspects of candidate screening, assessment, scheduling, and application review. All hiring decisions are ultimately made by qualified individuals and are based on job-related criteria, qualifications, and business requirements.

What you’ll do

The role focuses on high-volume outbound calling to financial advisors to introduce the Advisor Platform and book meetings. Responsibilities include nurturing leads, managing CRM data, and collaborating on growth strategies to expand the national network.

Requirements

Candidates must have over 2 years of experience in sales or financial wholesaling with a proven track record in cold calling. Resilience, self-motivation, and the ability to host virtual presentations are essential.

Benefits

• Competitive Salary • Variable Compensation

Listed skills

• Outbound Prospecting · Preferred
• Cold Calling · Preferred
• Relationship Building · Preferred
• CRM Tools · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Cold Calling
• Outbound Prospecting
• Relationship Building
• CRM Tools
• Virtual Presentations
• Lead Generation
• Sales Pipeline Management
• Financial Services Wholesaling

Job areas

• Sales
• Finance & Accounting