Account Executive (Western Canada)

Position Overview

Reporting to the Sales Team Lead, this person will play a key role in expanding ClearEstate’s presence in the Québec market. The selected candidate will own the sales process and work in close partnership with our legal experts at Cain Lamarre (notaries and tax specialists) during joint consultations with families. Cain Lamarre provides all technical expertise, allowing the Account Executive to focus entirely on client relationships, needs assessment, and guiding families toward the appropriate estate solutions.

This role blends direct-to-family sales with partnership development. Working closely with our Partnerships team, you’ll help build strong relationships with wealth advisors to generate a steady stream of qualified referrals.

What you’ll do

• You’ll play a meaningful role in helping families during a pivotal time, while contributing to the growth of ClearEstate.
• Expertly lead discovery and consultation calls with empathy and clarity, identifying client needs and recommending appropriate estate solutions.
• Manage the full sales cycle in both direct-to-consumer and referred-lead contexts, from first contact to closing.
• Build tailored, complex service proposals independently.
• Collaborate cross-functionally to improve our service offering and refine messaging based on client feedback.
• Demonstrate sound knowledge of estate planning and settlement, adapting to jurisdictional nuances across Canada and the US.
• Identify opportunities to optimize the sales process through feedback, data, and collaboration.
• Maintain up-to-date CRM records and manage pipeline efficiently.
• Maintain consultation availabilities Monday-Thursday 12pm to 8pm EST and Friday 9am to 5pm EST.

What We’re Looking For

• 2-5 years of relevant experience
• Organized and results-driven
• Strong in closing
• Comfortable working in a high-volume inbound lead environment
• Ability to manage external relationships
• Demonstrated ability to build trust quickly
• Curious, eager to learn, and a strong team player
• Proficient with digital tools, CRM systems, and structured sales processes
• Ability to work western business hours