Inside Sales Representative (Technical Sales Representative)

Job location: Toronto - ON, Ontario
Job ID: #JP247-134994
Employer: OFX
Job Category: Sales & Retails
Vacancies: 1
Posting date: April 18, 2022
Expiry date: August 17, 2022

Employer: OFX

Position Offered: Inside Sales Representative (Technical Sales Representative)


This is a full-time position based in Toronto, Ontario.


Hours per week: 40 hours per week

Wage/Salary: $24.03 per hour with a $7,000 commission structure

Language: English



  • Active outbound call function, making the initial call and providing ongoing follow up support
  • Identifying registration backlogs, prioritizing follow ups around this pool
  • Regular feedback to improve follow up and reporting efficiencies
  • Understanding of Corporate entities and AML/CTF on-boarding requirements
  • Clearly communicating compliance requirements and assisting with associated queries
  • Promoting development and cohesion across Dealing, Onboarding and Compliance teams
  • Answer and process a large volume of inbound calls from corporate clients.
  • Understand, communicate and promote all OFX’s products, platforms and offerings.
  • Collaborate with Client due diligence, Compliance and Corporate dealing teams to have clients Clear to Deal in a timely manner.



  • Completion of a university degree or college diploma in related industry, preferably finance or business
  • 2+ years’ experience in a back office or client-facing role within the Financial Services sector. FX experience would be an advantage.
  • Proficiency in using CRM systems (Salesforce)


Additional skills:

Work conditions and physical capabilities

Fast-paced environment, attention to detail, work under pressure


Personal Suitability

Excellent oral communication, reliability, client focus, organized


Specific Skills

Promote sales to existing clients, Assess client’s needs and resources and recommend the appropriate goods or services, Utilize sales/marketing software packages, Consult with clients after sale to provide ongoing support