Full-Time
Account Executive
Equisoft
501-1,000 employees
SaaS platform for insurance and wealth
No salary listed
Montreal, QC, Canada + 1 more
More locations: Quebec City, QC, Canada
Hybrid
Hybrid role with on-site days in Montreal or Quebec City; occasional travel across Canada.
Bachelor's
 Sales & Account Management (1) |
|---|
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- 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
- 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.
- 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)
Equisoft provides digital software solutions for the insurance and wealth management sectors. It offers a cloud-based suite (SaaS) with modules for financial planning, portfolio design, customer relationship management (CRM), and client portals, helping firms streamline processes and engage clients. The platform works as an integrated set of online tools that clients subscribe to and may customize with professional consulting to implement digital transformations. What sets Equisoft apart is its deep 25+ years of industry experience and a focused fintech footprint, combining end-to-end software with advisory services tailored to insurers and wealth managers. Its goal is to help clients grow revenue and improve customer interactions by digitizing and coordinating core business processes across planning, design, CRM, and client engagement.
Company Size
501-1,000
Company Stage
Growth Equity (Venture Capital)
Total Funding
$138M
Headquarters
Montreal, Canada
Founded
1994
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See people who can refer or advise you
Simplify's Take
What believers are saying
- United Heritage went live on Equisoft/manage in February 2026 and plans preneed expansion.
- Databricks partnership in November 2025 widens Equisoft's AI and analytics pitch to carriers.
- Continuum integration in Canada reduces advisor admin time and strengthens CRM stickiness.
What critics are saying
- Equisoft faces BriteCore, Origami Risk, and InsureEdge in policy administration sales cycles.
- Assurant's multi-year upgrade raises delivery risk if migrations slip or inflate costs.
- If insurers standardize on Databricks-native stacks, Equisoft's platform layer gets commoditized by 2027.
What makes Equisoft unique
- Equisoft/manage earned Celent Luminary status in February 2026 across two North American editions.
- Equisoft/amplify layers AI over existing policy systems, avoiding core replacement projects.
- Equisoft combines insurance domain expertise with data migration, consulting, and SaaS implementation services.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Pension Matched Contribution
Flexible Hours
Educational Support
Remote Work Options
Hybrid Work Options
Flexible Work Hours
Medical Insurance
Term Life/Personal Accident Coverage
Wellness Sessions
Telemedicine Program
Training Programs
Educational Support
Conference Attendance Budget
Professional Development Budget
Sabbatical Leave
401(k) Retirement Plan
401(k) Company Match
Stock Options
Company Equity
Telephone/Internet Stipend
Home Office Stipend
Mental Health Support
Wellness Program
Gym Membership
Phon e/Internet Stipend
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↑ 0%2 year growth
↑ 0%Tech roundup: Designed Wealth, monarch adopt AI client intelligence tool. Plus, other AI integrations and feature launches July 1, 2026 Designed Wealth Management's 150-plus advisors recently started using Toronto-based Continuum's AI client intelligence tool, it announced recently. Monarch Wealth also started using Continuum, it said in a separate release. Continuum integrates with existing business platforms like EquiSoft, Mako, VieFUND, Learnedly and Egnite. Continuum supports meeting capture in-person, on popular online meeting platforms and mobile phones to create summaries and follow-up tasks. The service claims to encrypt and store all client data in Canadian-domiciled data centres. Webull offers crypto trading in Canada. Online investment platform Webull started offering cryptocurrency trading Tuesday following approval from the Canadian Investment Regulatory Organization. This includes bitcoin, ethereum, solana, ripple, litecoin and other cryptocurrencies. However, since cryptocurrencies are non-qualified investments, clients will need to hold them in a crypto cash account and cannot trade them in their RRSPs or TFSAs. Focal adds Canadian CRM integrations. San Francisco-based AI notetaking app Focal now integrates with four customer relationship management (CRM) software in Canada: Equisoft, Maximizer and Cloven, the tech firm announced. An integration with Laylah is also coming. This is in addition to Focal's existing integrations with Salesforce, Microsoft Dynamics 365, Zoho, Wealthbox, Redtail and others. These integrations let Focal put meeting summary information such as goals, concerns and next steps directly into the firm's CRM software without manual input. Focal can also read the CRM data to provide advisors with answers with an AI-powered search. Focal started offering Canadian-domiciled data storage in December 2025. Zocks launches agentic AI queries for advisors. San Francisco-based notetaking software Zocks released its client queries feature that lets advisors ask plain language questions about their entire book of business, the tech company announced. The feature is available for Canadian advisors using Zocks, the company confirmed in an email. Advisors can ask questions like, "Which clients have a retirement account with a previous employer we can consolidate?" or "Which clients with over $1M in assets have a review due this quarter ?" Zock's AI will provide a list of clients fitting the requested parameters and prompt advisors with automated next steps such as an AI-drafted personalized email or scheduling a meeting. The software draws its answers from other advisor systems like customer relationship management records, financial plans and insurance data, in addition to conversations and emails processed by Zocks. Scotia Intelligence's three new features. Scotiabank has released three new AI tools for its employees: an AI notebook, a visual content generator and editable AI responses. The AI notebook lets employees bring in information from different sources such as emails, meeting notes and data, into one place to generate summaries and content drafts. The visual content tool helps staff members create presentations quickly. AI responses can also be turned into editable documents where teams can contribute in real time.
Equisoft and Continuum have launched an integration connecting Continuum's AI meeting intelligence platform to Equisoft/connect, a CRM used by Canadian financial advisors. The integration is now live. The partnership brings three capabilities to users: automatic meeting notes from client conversations pushed to Equisoft/connect records across multiple platforms; auto-generated follow-up tasks; and "Ask Continuum", a natural-language assistant that queries CRM data instantly. The integration aims to reduce administrative burden for advisors, transforming 45-minute meetings that previously required 20 minutes of note-taking into a single-click approval process. All data remains encrypted and stored in Canada. The integration is included for all Continuum subscribers. Equisoft serves over 325 financial institutions globally with its digital solutions ecosystem, whilst Toronto-based Continuum is SOC 2 Type 2 certified and PIPEDA-compliant.
Equisoft's AI-native life insurance platform earns "luminary" status and XCelent Awards across multiple regions. Feb 17, 2026, 08:05 ET The Equisoft/manage Policy Administration System achieved Celent's highest "Luminary" recognition for excelling in both capabilities and market leadership, making it a strong choice for individual and group life insurance products. PHILADELPHIA and MONTREAL, Feb. 17, 2026 /CNW/ - Equisoft, a leading global digital solutions provider to the financial services industry, announced today that Equisoft/manage, an AI-native policy administration system, earned top tier "Luminary" status in Celent's North American and LATAM Policy Administration System reports. Recognized for its integration capabilities, agentic AI innovation, and comprehensive functionality spanning from illustrations through claims, Equisoft/manage also won XCelent Awards for Advanced Technology across North America and LATAM. "This third-party recognition validates our commitment to delivering the most advanced policy administration technology for life insurance carriers globally," said Luis Romero, CEO of Equisoft. "Equisoft/manage combines our decades of life insurance expertise with next-generation AI capabilities that enable insurers to accelerate product innovation, enhance operational efficiency, and deliver superior customer experiences. Being recognized across multiple regions and for both individual and group life confirms that our platform meets the diverse needs of insurers worldwide." Equisoft's AI-powered capabilities include automated underwriting and claims support, intelligent document processing, real-time product changes without IT support and Agentic AI powered workflows that help insurers reduce operational costs while improving speed-to-market for new products. The solution supports the complete life insurance value chain, from illustration and application through policy servicing and claims administration. "Equisoft is a strong contender in the policy administration space," said Tom Scales, Life Principal Analyst at Celent. "Their use of the latest AI technologies combined with the breadth of the underlying platform is a differentiator. Their ability to support global markets for both individual and group insurance makes their offerings worth considering in any evaluation." Equisoft continues to invest in AI capabilities, data migration expertise, and cloud infrastructure to maintain its position at the forefront of insurance technology innovation. To download the Celent's Policy Administration System North American Edition for Individual and Group Life, click here: https://hubs.ly/Q042Y77R0 About Equisoft Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 325 of the world's leading financial institutions, Equisoft offers a complete AI-enabled ecosystem-from front-end applications to integrated back-office and pension systems-backed by proven data migration expertise. The firm's ecosystem serves insurers, distributors, banks, pensions, and asset managers. With a multicultural team of over 850 experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption. About Celent Celent is a leading research and advisory firm focused on technology for financial institutions globally. The Celent Policy Administration System North American edition provides an overview of the policy administration systems available in North America for individual and group life insurers. The report profiles 21 policy administration systems and provides an overview of their functionality, customer bases, supported lines of business, technology, implementation, pricing, and support. About the XCelent Awards To help financial institutions better understand the vendor landscape and compare vendors, Celent developed its ABC methodology, which positions and awards vendors across three dimensions: Advanced Technology, Breadth of Functionality, and Customer Base and Support. Top performers in each ABC dimension receive a corresponding XCelent award. SOURCE Equisoft Inc. Media contact: Beth Jarecki, Omnia Paratus, [email protected]
Equisoft and Databricks launch analytics platform for life insurers. The integration aims to help carriers modernize legacy systems and scale AI capabilities for regulatory and operational efficiency. (Image source: Equisoft website.) Equisoft (Montreal/Philadelphia) has entered into a technology partnership with Databricks (San Francisco) to deliver an integrated analytics platform designed to support life insurers' digital transformation and AI readiness. The partnership combines Equisoft's life insurance domain expertise and prebuilt models with the Databricks Data Intelligence Platform. The companies state the solution helps insurers reduce legacy system costs, scale analytics, and meet emerging regulatory and operational demands, including those tied to standards such as IFRS 17. The integrated platform is designed to support a range of use cases - from business intelligence dashboards to machine learning and agentic AI applications - within a governed, scalable data architecture. "By combining the Databricks Data Intelligence Platform with Equisoft's insurance-specific analytics capabilities, carriers can now access a governed, scalable platform that supports everything from basic dashboards to advanced machine learning and emerging agentic AI applications," says Ghassan Karam, AVP, Core Insurance, Equisoft. "This is valuable for insurance carriers managing multiple products, distribution channels, and regulatory requirements across different jurisdictions." "Insurance carriers need to move beyond treating AI as a distant goal and focus on building the data foundations that make building and scaling AI possible," says Marcela Granados, Global Head, Insurance and Professional Services, Databricks. "By partnering with Databricks, Equisoft can accelerate innovation across the insurance ecosystem and enable data-driven transformation at scale - driving meaningful business outcomes while ensuring compliance." The partnership is offered under Databricks' "Built On" program for independent software vendors (ISVs). Equisoft states that the platform can help life insurers become AI-capable enterprises without the resource burden of developing custom analytics infrastructure.
Equisoft launches AI suite to accelerate insurance innovation. New Equisoft/amplify platform combines analytics, automation, and human-in-the-loop workflows. (Image source: Equisoft.) Equisoft, a global digital solutions provider headquartered in Montreal, has launched its Equisoft/amplify suite to help life insurance carriers modernize operations and accelerate product innovation. The platform is designed to work with any policy administration system, enabling improved agility through integrated automation, advanced analytics, and human augmentation. The company says Equisoft/amplify unifies operational intelligence by combining market and performance analytics, insurance-specific AI agents that autonomously monitor quality and customer experience, and workflows that focus employees on tasks requiring human judgment and empathy. "Equisoft/amplify represents a fundamental shift in how life insurance carriers leverage AI to drive real business outcomes," says Olivier Lafontaine, Chief Product Officer, Equisoft. "By bringing together advanced analytics, autonomous AI agents, and human augmentation in a single integrated platform, we're enabling carriers to release products faster, optimize their operations continuously, and maintain comprehensive visibility through integrated data monitoring." Equisoft notes that the new suite builds on more than 30 years of insurance expertise and does not require carriers to overhaul existing core systems.