Agile Funds is looking for an Inside Sales Representative to join their Toronto team. This position focuses on leveraging phone communication to enhance client relationships and drive sales. In this role, you will work closely with the Wholesaler to produce sales and manage client accounts efficiently.

Your ability to connect through phone outreach will help foster recent relationships and maintain existing clients. An understanding of investment products and strong communication skills will be key components of your success. Key Responsibilities:
Support Wholesaler’s initiatives with follow-ups
Conduct 20 daily client calls to initiate relationships
Keep an accurate product information archive
Drive client attendance at regional sales events
Assist Sales Assistant in prioritizing tasks Requirements:
Bachelor’s degree in Commerce or Finance
Required CSC or IFIC certification; CFP or CIM
5+ years of relevant sales experience
Minimum 5 years of managing a territory
Bilingual is an asset Bring your sales expertise and strategic insights to thrive as an Inside Sales Representative at Energetic Funds.

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