Account Executive - Advisor Wealth Technology (AWT)

Equisoft•Montreal, QC

1d•Hybrid

About The Position

Equisoft is a global provider of digital solutions for the insurance and investment sectors, trusted by more than 300 of the world’s leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our clients meet the challenges of digital transformation—driven by a business-centric approach, deep industry knowledge, cutting-edge technologies, and a multicultural team of experts located across North America, the Caribbean, Latin America, Europe, Africa, Asia, and Australia. With 950+ employees, Equisoft is a stable organization that offers career advancement and fosters a stimulant environment. This role is a full-time permanent position.

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)
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)

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.
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.