Elevate your sales career with Agile Funds as an Inside Sales Representative in Toronto. This role emphasizes client relationship building and requires solid sales expertise. In this pivotal role, you'll collaborate with the Wholesaler to enhance sales and cultivate existing client relationships.

Your day-to-day duties will involve generating new business through phone outreach, managing client inquiries regarding Agile products, and keeping up-to-date with market dynamics. As a vital team member, you’ll utilize your knowledge of investment products and sales techniques to drive results. Key Responsibilities:
Follow up promptly on meetings and events
Initiate and expand client relationships with 20 daily calls




Archive product and policy information for clients
Drive attendance at regional events via outbound campaigns
Collaborate with Sales Assistant to prioritize tasks Requirements:
Bachelor's degree in Commerce, Finance, or Business
CSC or IFIC certification; CFP or CIM preferred
Bilingual proficiency is a bonus
Minimum 5 years of sales experience
Proven management experience with territory oversight Utilize your sales acumen and strategic thinking to thrive as an Inside Sales Representative at Dynamic Funds.

📌 Inside Sales Representative At Dynamic Funds Vancouver
🏢 Scotiabank
📍 Vancouver