Pre-Sales Consultant (annuity and life insurance)

What is Equisoft? Equisoft is a global provider of digital solutions for insurance and investments, recognized by more than 300 of the world’s leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers navigate the challenges of digital transformation – powered by a business needs-driven approach, deep industry knowledge, cutting-edge technologies, and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia, and Australia.

Why Choose Equisoft? With 950+ employees, we are a stable organisation that offers career advancement opportunities and fosters a stimulant environment. If that’s not enough, then check out these other perks below:

• Hiring Location: United Kingdom (London)
• Internal job title: Pre-Sales Consultant
• You are welcome to work fully remotely
• Full-time Permanent Role
• Benefits available day 1
• Benefits day 1: Private Medical Insurance, Life Insurance, Pension Matched Contribution, etc.
• Flexible hours
• Number of hours per week: 37.5

Educational Support (LinkedIn Learning, LOMA Courses and Equisoft University)

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Role: The Pre-Sales Consultant reports to the Director, Pre Sales Consulting, and will be part of a team of 8 and works closely with sales and product teams. The incumbent will be responsible for supporting and increasing the sales globally with a focus on the UK and EMEA. We primarily sell Cloud Solutions/SaaS softwares to annuity and life insurance carrier field.

Your Day with Equisoft:

• Perform client-facing presentations and product demonstrations of insurance solutions to all levels of personnel within a prospective organisation.
• Design and adapt each demonstration to meet specific clients’ needs while communicating applicable messages based on proposed solution and sales strategy.
• Leverage generative and agentic AI tools to accelerate research, requirements analysis, proposal development and preparation of tailored client demonstrations.
• Translate insurance product requirements into business and functional requirements that can be included in demonstrations.
• Respond to RFPs, analyze and execute complex demonstration scenarios and Proof of Concept requests.
• Maintain current knowledge of markets, industry trends, competition, products and strategies.

Support fast paced cadence of work with parallel opportunities globally.

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Requirements:

Technical

• University Degree or commensurate experience, and the ability to communicate, write and synthesize information.
• Minimum of 5-7 years’ experience in a similar role and in the field of Insurance
• Subject matter expertise in Life, Annuities and Health insurance products and processes, individual and group.
• Practical understanding of generative and agentic AI and the ability to discuss AI concepts and capabilities credibly with clients.
• Understanding of the software development cycle.
• Ability to travel domestically and/or internationally.

Excellent knowledge of English (spoken and written)

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Soft skills

• Strong sense of organisation 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.

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Nice to Haves:

• Experience with back-office insurance carrier or distribution policy administration systems or agent sales tools such as CRM, Cloud Solutions/SaaS, e-applications or illustrations.

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