Help Entrepreneurs Access the Capital They Need

Agile Solutions is expanding, and we're looking for a high-performing Business Financing Appointment Setter to help connect business owners with our senior financing advisors.

If you enjoy speaking with entrepreneurs, opening doors, and creating opportunities, this is a position where your effort directly impacts your income.

We arrange financing solutions ranging from $150,000 to over $150 million, working with an extensive network of banks, private lenders, leasing companies, and institutional capital providers across Canada and the United States.

What You'll Do

As the first point of contact, your role is to identify qualified business owners, build rapport, and schedule meetings for our financing specialists.

Your responsibilities include:

• Prospecting business owners through cold calls, email, LinkedIn, referrals, and other outreach methods.
• Qualifying potential clients based on financing needs and business profile.
• Scheduling appointments for our financing advisors.
• Following up with prospects until meetings are confirmed.
• Maintaining accurate CRM records.
• Working closely with our sales team to maximize conversion rates.
• Consistently achieving and exceeding weekly appointment targets.

Ideal Candidate

You are someone who:

• Loves speaking with people and building relationships.
• Is confident making outbound calls.
• Handles rejection professionally and stays motivated.
• Has excellent communication skills in English (French is a major asset).
• Is organized and comfortable using CRM software.
• Is coachable and constantly looking to improve.
• Is self-motivated and performs well in a remote environment.

Preferred Experience

Experience in one or more of the following is considered a strong advantage:

• Appointment setting
• B2B sales
• Financial services
• Commercial banking
• Equipment financing
• Merchant cash advance
• Business lending
• Insurance or professional services

Top performers from other industries are encouraged to apply.

Compensation

We reward performance.

• Competitive base compensation (depending on experience)
• Attractive commission for every qualified appointment and additional performance bonuses
• Unlimited earning potential
• Performance incentives and advancement opportunities

Why Join Agile Solutions?

• Work with one of the fastest-growing commercial financing advisory firms.
• Access a network of hundreds of lending partners across Canada and the United States.
• Sell a service that genuinely helps entrepreneurs grow.
• Receive ongoing sales coaching and mentorship.
• Remote-first environment with flexible scheduling.
• Clear path toward becoming a Business Development Representative or Financing Advisor.

Success Looks Like

Within your first 90 days, you'll:

• Build a healthy prospect pipeline.
• Consistently book qualified meetings.
• Become confident discussing commercial financing solutions.
• Develop a repeatable outreach process that generates results.

About Agile Solutions

Agile Solutions specializes in commercial financing and strategic advisory services for growing businesses. We help companies secure working capital, equipment financing, acquisition financing, asset-based lending, commercial mortgages, factoring, and other customized debt solutions through an extensive network of financing partners.

Our mission is simple:

Help great businesses access the capital they need to grow.

Apply Today

If you're competitive, ambitious, and motivated by performance-based compensation, we'd love to meet you.

Submit your resume along with a short message explaining why you'd be a great fit for our team.