Business Development Representative

Planswell - Toronto, ON (4 months ago)

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plans in the world, absolutely free. We enable people from al walks of life to align
their investments, insurance and borrowing with their personal goals. To date, we
have built over 150,000 financial plans for Canadians across the country and have
raised over $17.8 milion in funding. Most recently, Planswel was named one of
LinkedIn’s Top Canadian Startups.

We’re looking for a hardworking hustler to join us on our mission as a Business
Development Representave!

About You

You've been working from an early age, knocking on doors, working at the mal,
waing tables, cu ng lawns.. whatever it took to afford a reasonable lifestyle
growing up. You've worked in sales for a year or so and loved it. You have immense
grit, and endless curiosity. You're looking for your big break - for someone to take a
chance on you - and are ready to change the world.

What You’l Do:
Make outbound cals to prospecve and current clients (no lead generaon
required) - ensure that every Canadian who makes a free financial plan with
Planswel is being contacted in a mely manner
Iniate successful discovery cals to understand our prospecve clients’ financial
situaon and goals
Set appointments for those seeking financial advice to speak with our Planning
Professionals (Plan Pros).
Do whatever it takes to ensure al our clients are enthusiascaly sasfied and
successful in achieving their goals

You Have:
Previous business development/sales experience is not required as our team wil provide
thorough training to set you up for success. Other opportunies for employee growth and
development include weekly sales coaching, company-sponsored licenses/cerficaons, a
career path to Planning Professional and Account Manager