Closet Sales and Design Consultant working directly with homeowners through in - home consultations. Designing custom closet solutions and ensuring exceptional service throughout the process.
About the role
- Sales Director guiding growth in Advisor Wealth Technology sector for Canadian advisory groups. Fostering relationships, executing sales strategies, and driving product adoption within the Canadian financial services market.
Responsibilities
- Drive growth within the Advisor Wealth Technology segment by targeting advisory groups of 25–500 advisors, managing the full sales cycle from prospecting through negotiation and close.
- Build a deep understanding of the Canadian mid-market landscape (including AGAs, MGAs, MFDA and IIROC-regulated firms) and develop account-based sales strategies tailored to priority organizations.
- Develop and nurture strategic relationships across wholesale distribution networks, industry associations, and key referral partners.
- Establish partnership pathways with advisory firms where direct sales are not immediately feasible.
- Identify and participate in high-value industry conferences and events aligned to the 25–500 advisor market.
- Create differentiated sponsorship opportunities and contribute to webinars, workshops, case studies, and other thought-leadership initiatives showcasing product value.
- Execute multi-channel outreach campaigns informed by market research, advisor pain points, and relevant business triggers.
- Articulate a compelling value proposition that clearly differentiates the offering within a competitive landscape.
- Translate complex technical concepts into clear, actionable insights that resonate with diverse buyer types.
- Develop mid-market-specific messaging tailored to compliance, sales efficiency, and operational productivity priorities.
- Manage the entire sales pipeline, conduct regular business reviews, and deliver accurate revenue forecasts.
- Maintain clear rules of engagement with enterprise teams for accounts with centralization potential or large-scale opportunities.
- Collaborate closely with Customer Experience, Marketing, and Support teams to ensure seamless handoffs, aligned execution, and an exceptional customer journey.
Requirements
- Technical Bachelor's Degree
- Minimum of 5 years of experience in B2B software sales, preferably in financial services technology
- Proven track record of meetings or exceeding sales quotas in a new business development role
- Experience selling to financial advisors, wealth management firms, or insurance distribution channels
- Strong understanding of the Canadian financial services landscape (MGAs, AGAs, IIROC, MFDA)
- Demonstrated ability to navigate complex sales cycles with multiple stakeholders
- 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)
Benefits
- Medical, Dental, Retirement Plan, Telemedicine Program, Employee Assistance Program, etc. (Canada)
- Educational Support (LinkdedIn Learning, LOMA Courses and Equisoft University)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Closet Sales and Design Consultant working directly with homeowners to create custom storage solutions. Utilizing design software and providing exceptional customer service throughout the process.
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