Enhance client engagement as an Inside Sales Specialist at Agile Funds, located in Montreal. Use your sales acumen and communication skills to foster strong client relationships through virtual interactions.

At Agile

Funds, you will work under the guidance of the Wholesaler, initiating contact with clients and managing their accounts. The role involves diligently tracking and analyzing client data while collaborating with the Sales Associate. Your expertise and dedication will help expand the firm's reach in a competitive market. Key Responsibilities:
Follow up on meetings and events with clients
Conduct 20 daily calls to nurture relationships
Archive crucial product information for clients
Assist in organizing regional outreach campaigns
Engage actively in team and project meetings Requirements:
Bachelor's degree in a related field
5 years of proven sales experience
3 years within the Financial Services sector
Fluent in English and French
Valid CSC or IFIC certification Bring your sales expertise to Energetic Funds and support strategic initiatives from Montreal.

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