Co-Founder & CPO, New Venture: Insurance Distribution & Data Platform
1 week ago
We are launching an end-to-end insurance technology solution that empowers wealth management firms to drive insurance sales and streamline their insurance operations across North America.
Investment dealers in North America represent the most important distribution and servicing channel for life insurance in Canada, yet financial advisors penetrate less than 15% of their wealth clients today.
Pain points in advisor sales enablement and complex/expensive internal operations create large headwinds for wealth firms looking to scale their insurance portfolios.
We believe there is an opportunity to build an end-to-end insurance distribution platform that is purpose-built for the wealth management industry, enabling financial advisors to sell more policies and unlocking value for investment dealers.
The solution would focus on enabling embedded life insurance for wealth management channels in Canada, ultimately expanding across new product lines (ie. P&C) and adjacent financial service segments.This venture has been significantly de-risked, with product-market fit verified and a solid commercial pipeline.
The CPO should be able to create a positive culture, attract talent, attract enterprise clients in the financial services space and fundraise from reputable VC funds.
We are looking for an accomplished co-founder to lead the roadmapping of an insurtech company, grow a product team and build a high-quality product.
Work closely with the CEO to execute on an existing partnership opportunity with a design partner to bring a working MVP to market.
Establish and prioritize key product features and enhancements based on market research, customer feedback, and industry trends.Develop and execute a go-to-market strategy, working closely with the sales and marketing teams to drive product adoption and revenue growth.
Strong experience building and scaling solutions in the insurance distribution industry, ideally with a background working in life insurance MGAs / BGAs.
Experience building, launching and scaling B2B enterprise software products from the bottom upDeep expertise in product management, with a minimum of 10 years in product / project management roles
Familiarity with integrating data from a wide range of insurance sources.
Exceptional leadership and team-building skills, with a passion for nurturing talent.
Strategic thinker with the ability to make data-driven decisions and adapt to a dynamic environment.
Other desirable assets:
Equisoft, iPipeline, APEXA) and life insurance products.
Market competitive health insurance and benefits
Diagram is a venture builder that conceives and launches technology companies in the financial, crypto, and climate industries.
We've designed a unique platform for entrepreneurs who have a proven track record or domain expertise to start their next business by combining access to venture capital investment, hands-on support, and a vast network of partners and incumbents.
Our ecosystem is home to 200+ angel investors, including 60+ entrepreneurs with $15B in exits and an extended global network of corporate partners, investors, and builders.
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