Outbound Product Manager, Insurance & Advisors

at  EquiSoft

OUTBOUND PRODUCT MANAGER, INSURANCE & ADVISORS

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 opportunities and fosters a stimulant environment. If that’s not enough, then check out these other perks below:

• Hiring Location: Canada (Montreal & Quebec City)
• You are welcome to work in our office, hybrid or remote
• Internal job title: Product Manager
• Full-time Permanent Role
• Benefits available day 1: Medical, Dental, Retirement Plan, Telemedicine Program, Employee Assistance Program, etc.
• Flexible hours
• Number of hours per week: 40

Role: The Outbound Product Manager, Insurance & Advisors reports to the AVP, Advisor & Wealth and works closely with 3 product owners, customer success, sales and marketing teams to drive product success and customer satisfaction. The incumbent will be responsible for managing three distinct products (CRM, Financial Planning & Quoting)
Equisoft/LifeGuide is a robust multi-carrier insurance quote tool designed for financial advisors. It streamlines the process of comparing insurance products from various carriers, allowing advisors to provide clients with accurate, tailored recommendations. With LifeGuide, advisors can efficiently meet client needs by accessing up-to-date information and comprehensive product details.
Equisoft/Connect is an indispensable CRM for over 10,000 financial advisors across North America. Our tool provides for advisors a complete view of their clients’ data and an up-to-date investment and insurance portfolio. It helps them provide outstanding service to as many people as possible.
Equisoft/Plan is a SaaS product that allows financial advisors and planners to create a customized plan to help their clients achieve their financial goals. Whether it’s the need to minimize major financial risks (death, disability, critical illness), better budget for expenses or plan for retirement, Equisoft/Plan is their tool to help them in the process of identifying needs and establishing strategies.

SOFT SKILLS

• Strong sense of organization and prioritizing
• Strong leadership skills with the ability to influence and inspire cross-functional teams.
• Flexibility to adapt to changing market conditions and customer requirements
• Excellent interpersonal and communication skills, with the ability to work effectively with cross-functional teams.
• Ability to multi-task in a rapid-paced environment
• Team spirit, tact, diplomacy, autonomy, rigor, and discipline

Please refer the Job description for details