Nest Wealth is looking for an energetic, disciplined and driven individual to join our growing enterprise sales team. You will play a critical role in building the sales pipeline and will be entrusted with identifying and creating new qualified sales opportunities for the outside sales team.


As a Sales Development Representative at Nest Wealth, you will be responsible for:


  • Researching prospective customers, creating outreach strategies, and identifying sales opportunities.
  • Outbound prospecting to create a great first impression to our prospects and inspire them to learn how Nest Wealth  can benefit their business
  • Qualify and secure appointments with decision-makers
  • Managing a pipeline by tracking activities and maintaining relevant information through our internal CRM Software (Hubspot)
  • Following up on sales activities in a timely, organized manner
  • Working with the team to develop new strategies to grow sales pipeline, and consistently meet monthly, quarterly and annual goals
  • Understanding Nest wealths products, value proposition and positioning 
  • Keeping up to date on industry trends including competitor activities and capabilities.
  • Working closely and collaboratively with internal partners to answer prospect questions and to assist in the development of proposals
  • Participating and delivering demonstrations of Nest Wealth’s technology to potential partners

This is a Lead Generation and Development Role with a path to becoming an Account Executive.


You'll be a great fit if you have the following:


  • 3 years of sales experience in a B2B environment, preferably in Enterprise SAAS sales
  • Experience in high-volume inbound & outbound sales prospecting
  • Bachelor's degree strongly preferred
  • Strong desire to be in technology sales, and a strong technical aptitude
  • Excellent customer service and telephone skills, including strong listening, verbal and written communication
  • Demonstrated ability to meet and/or exceed sales targets
  • Ability to thrive in a competitive, dynamic and quota-driven environment
  • Coachable and willing to adopt a sales methodology and process
  • Naturally curious and passionate
  • Previous experience or strong familiarity with the investment industry, IIROC Dealers and Portfolio Management firms 
  • Previous experience with financial planning software

The following skills and experience are not required, but will strengthen a candidate's application:

  • HubSpot experience a plus
  • Familiar with PC or Mac systems and Google Suite
  • Familiarity with video conference services such as zoom, GoToMeeting and google hangouts
  • Familiarity and experience with Hubspot


In addition to joining a phenomenal team, we offer:


  • Competitive base salary with results based variable compensation  
  • Customizable extended health benefits and group savings (RRSP) plan.
  • An employee stock option plan. We believe work means more when you have ownership in what we’re building.
  • A yearly education budget for your own professional goals (workshops, courses, conferences, classes, and more).
  •  Flexible hours. Our employees have the latitude to take care of the other parts of their lives and be there for the things that matter to them.
  • Weekly catered team lunches, a fully stocked fridge, and healthy snacks and fruits for everyone to enjoy.
  • Company events and other fun team outings

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