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. We offer a comprehensive ecosystem of scalable solutions that help our customers meet all the challenges brought about by this era of digital transformation, thanks to our business needs-driven approach, industry knowledge, cutting-edge technologies and experts. With its business-driven approach, in-depth industry knowledge, cutting-edge technologies and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its customers meet the challenges of this era of digital transformation.
Why Choose Equisoft? With 950+ employees, we are a stable organization that offers career advancement and fosters a stimulant environment. If that’s not enough, then check out these other perks below:
Hiring Location: Canada (Montreal or Quebec City)
You are welcome to work in our office, hybrid or remote
Internal job title: Account Executive
Full-time Permanent Role
Benefits available day 1 : Medical, Dental, Retirement Plan, Telemedicine Program, Employee Assistance Program, etc.
Number of hours per week: 40
Educational Support (LinkdedIn Learning, LOMA Courses and Equisoft University)
Role: The Account Executive - Advisor Wealth Technology (AWT) reports to the Senior Director, Customer Experience. The incumbent is responsible for growing Equisoft’s B2C business across Canada. This role manages inbound leads while building a self-sourced outbound pipeline and plays an active role in market development through events, webinars, and strategic outreach to independent financial advisors and small advisory firms.
Your Day with Equisoft:
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.
Requirements:
Technical
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
Proficiency in CRM systems (HubSpot experience a plus)
Ability to travel for events or clients locations all over Canada
Excellent knowledge of French and English (spoken and written)
Soft skills
Self-starter mentality with ability to thrive in ambiguous, entrepreneurial environments
Excellent relationship-building and consultative selling skills
Customer driven and proactiveness
Strong sense of organization and prioritizing
Analytical and problem-solving skills
Ability to communicate, write and synthesize information
Ability to multi-task in a rapid-paced environment
Team spirit, tact, diplomacy, autonomy, rigor, and discipline
Nice to Haves:
B2C software sales, preferably in financial services technology
Experience selling to financial advisors, wealth management firms, or insurance distribution channels
Strong understanding of the Canadian financial services landscape (MGAs, AGAs, IIROC, MFDA)
Equisoft is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
