Business Development Rep

Fortuna.ai was founded in 2017 by a group of finance veterans determined to make modern financial services better reflect the modern realities of doing business today. At the time it was just a wild idea on modernizing business development for the wealth management industry, but today we power the automation technology behind sales enablement, prospect and client communication and essential front office admin tasks. Today, Fortuna.ai works with close to 900 clients representing solo practitioners, to multi-advisor offices managing hundreds of millions if not billions of dollars of wealth across Canada, US, UK and Australia. Collectively, our clients have brought in more than $2 billion in new AUM.

Fortuna.ai helps Wealth Managers start, grow and succeed in three distinct ways:

• Business Development Automation – The first step in helping advisors grow is to automate their business development efforts when it comes to finding new clients.
• Digital Marketing Tools - We build innovative tools that make the advisors life easier and removes ambiguity in what they need to do to stay relevant and stand out in the digital world.
• Client Experience Software - Our best in class client & prospect communication platform includes async video and audio for advisors to better engage and communication with their audience. Relationship is the name of the game, and we help advisors build amazing relationships.

We’re looking to add a hard working, goal oriented, long term thinker to this team. Someone who believes in the Fortuna mission and is willing to do what it takes to help our partners and customers succeed. Ideal candidate will be a self starter and someone with a lot of customer experience especially in the financial services field. If you think big, but are always willing to push a broom, then we’d love to hear from you. Wonder what's it like to work here, reach out to any of our colleagues via LinkedIn and they will be happy to give you answer. No need for gimmicky hiring videos, just go straight to the source :)

The Sales Development Rep will be responsible for working closely with one or multiple new business representatives and account managers to identify and pursue sales opportunities, driving new business for us and our clients. Responsibilities may include, but are not limited to: New client research, follow up on marketing campaigns, sales development calls (Cold Calling), new client development, meeting scheduling, and assistance with account planning. This role is integral to the success of every sale and can progress to a sales role with demonstrated performance.

Who will love this job:

• A Networker – who enjoys getting past the gatekeeper to generate and cultivate relationships with key decision makers.
• A Team Player – who will work strategically with business representatives to become region expert and will use this industry knowledge to qualify leads, identify top opportunities, and cultivate leads by communicating how our products can provide a solution. Someone who is innovative, passionate, and driven with the desire to drive awareness of our products within a fast-paced entrepreneurial environment.
• A Grower – who will work to generate business and build strong relationships with the help of our tools.

What you’ll do:

• Prospecting: You will qualify leads from marketing campaigns as sales opportunities, using those leads to contact potential clients through cold calls and emails. You will also research your sales territory, prospecting for and identifying new clients, cold calling and booking meetings.
• Networking: Work alongside business development reps and account managers to proactively prospect solutions into industry and regionally targeted US-based accounts. This includes: researching and identifying key contacts; calling and emailing prospects to generate initial interest and scheduling calls or meetings with business development and account management team members when appropriate.
• Researching: You will become an expert on our software and service solutions, along with an expert on our competitor solutions through independent research and working with team members.
• Developing: You will record sales activities and assist business development reps and account managers in generating account plans for key targets. You will stay up-to-date on new products and services and assist in the development of sales presentations.

Qualifications:

• Minimum of two (2) years of hands-on experience with multiple sales prospecting techniques like cold calling, cold emailing, and social outreach
• Exceptional communication skills, both oral and written, coupled with excellent listening skills and a positive and energetic phone presence
• Desire and passion for a long-term career in sales
• Ability to engage the client and qualify opportunities
• Ability to coordinate across distributed teams to drive sales leads
• Track record of achieving required sales metrics
• Ability to demonstrate time management, basic telesales skills, knowledge of products and services
• Able to demonstrate critical thinking skills to acquire a higher-level understanding of role, processes, and procedures within the sales organization

To Apply
Please apply online along with your resume - cover letter is not required.
We thank all applicants in advance; however, only individuals selected for an interview will be contacted. All applications will be kept confidential. Fortuna is a diverse and inclusive environment and encourages applications from all qualified candidates, including aboriginal persons, francophones, members of sexual minority groups, persons with disabilities, visible minorities and women. We will provide any requested accommodation to candidates with disabilities throughout the recruitment process.