Equisoft
Account Executive
HYBRID - Montreal, Canada, CA · Mid · Full-time
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About the role
- HYBRID - Québec City, Canada What is Equisoft?
- Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the world's leading financial institutions.
- The incumbent is responsible for growing Equisoft's B2C business across Canada.
Responsibilities
- Qualify and convert inbound leads while building a self-sourced outbound pipeline.
- Own the full sales cycle from first contact through product demonstration, trial, and close.
- Collaborate with marketing and sales leadership to develop and execute campaigns and outreach programs that drive pipeline and meet revenue targets.
- Attend conferences and events to build Equisoft's presence in the Canadian advisor market and develop new business relationships.
- Lead webinars and product demonstrations for prospective clients.
- Maintain accurate CRM records and pipeline hygiene.
- Develop tailored proposals for prospective clients.
- Create urgency to drive timely deal closure and negotiate pricing and contractual terms within company guidelines.
Requirements
- Bachelor's Degree in any similar field
- 3-5 years of experience in customer facing, sales or business development role
- Proven track record of meetings or exceeding sales quotas in a new business development role
- Track record of significant success in customer service and sales
- Excellent knowledge of French and English (spoken and written)
- Self-starter mentality with ability to thrive in ambiguous, entrepreneurial environments
- Ability to communicate, write and synthesize information
- Ability to multi-task in a rapid-paced environment
- Experience selling to financial advisors, wealth management firms, or insurance distribution channels
- Strong understanding of the Canadian financial services landscape (MGAs, AGAs, IIROC, MFDA)
Nice to have
- Proficiency in CRM systems (HubSpot experience a plus)
Skills
- You are welcome to work in our office, hybrid or remote
- Full-time Permanent Role
Benefits
- Educational Support (LinkdedIn Learning, LOMA Courses and Equisoft University)
This listing is sourced directly from Equisoft's careers page and normalized into a canonical job model.