Equisoft

Account Executive

HYBRID - Montreal, Canada, CA · Full-time

Sponsorship not specifiedDetected 13 days ago

HubSpotCRMSalesAccount ManagementBusiness DevelopmentOutbound SalesCustomer SupportLeadershipProblem Solving

About the role

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.

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.
Develop a deep understanding of how independent advisors run their practice - and position Equisoft's integrated suite (Equisoft/connect, Equisoft/plan, Equisoft/analyze, and Equisoft/lifeguide) as the solution that saves them time, strengthens client relationships, and keeps them compliant.
Generate outbound pipeline through targeted prospecting, LinkedIn outreach, referral networks, and industry research. 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. Translate platform capabilities into clear, practical value stories that resonate with advisors at every stage of the buying process.
Maintain accurate CRM records and pipeline hygiene. Forecast revenue, conduct regular pipeline reviews, and use data to prioritize and accelerate deals.
Develop tailored proposals for prospective clients. Create urgency to drive timely deal closure and negotiate pricing and contractual terms within company guidelines.

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)

Medical, Dental, Retirement Plan, Telemedicine Program, Employee Assistance Program, etc.
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.