Account Executive – Advisor Wealth Technology

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 demonstra...