Are you looking to work with private investors from across Canada? We're looking for a high-calibre Sales Development Representative to act as the first point of contact for our prospective clients. The Role This is NOT a cold-calling "telemarketing" job. You will be managing a warm pipeline of Accredited Investors (High-Net-Worth individuals, Executives, and Professionals) who have already registered for our webclass and self-identified as having $250,000 to $1M+ in deployable capital or equity. Your primary objective is to perform a high-level discovery call with these prospects, verify their criteria, and bridge the gap between their current frustrations and our institutional solutions. We run call reviews and training DAILY. This position is remote in Canada. Responsibilities: • Speed to Lead: Perform immediate outreach (Call/Text/Email) to newly registered Accredited Investors. • Discovery & Diagnosis: Use our proven discovery framework to uncover the prospect's pain points and goals. • Status Positioning: You are not a salesperson; you are an advisor determining if the prospect is a fit for our Private Pipeline. • Appointment Setting: Schedule qualified prospects with our senior managers. • CRM Mastery: Keep your pipeline clean so you stay on top of qualified opportunities. Qualifications: • You have the investment knowledge: You have an understanding of capital, investment products, registered funds, and account types. • You've got closer energy: You have a background in financial services, private equity, real estate, or luxury sales, and can hold a conversation with a doctor or CEO. • You're sharp: You understand that working with capital is about understanding and solutions, not pressure. • You're an A Player: You don't need babysitting. You hunt through your pipeline, stay on top of follow-up, and help deals get closed. • You can work remotely: You have a professional office and video meeting setup to present a professional image and energy. Compensation: $90,000 – $130,000 annually
• Speed to Lead: Perform immediate outreach (Call/Text/Email) to newly registered Accredited Investors. • Discovery & Diagnosis: Use our proven discovery framework to uncover the prospect's pain points and goals. • Status Positioning: You are not a salesperson; you are an advisor determining if the prospect is a fit for our Private Pipeline. • Appointment Setting: Schedule qualified prospects with our senior managers. • CRM Mastery: Keep your pipeline clean so you stay on top of qualified opportunities.