Role Description
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.
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Perform client-facing presentations and product demonstrations of insurance solutions to all levels of personnel within a prospective organisation.
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Design and adapt each demonstration to meet specific clientsβ needs while communicating applicable messages based on proposed solution and sales strategy.
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Leverage generative and agentic AI tools to accelerate research, requirements analysis, proposal development and preparation of tailored client demonstrations.
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Translate insurance product requirements into business and functional requirements that can be included in demonstrations.
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Respond to RFPs, analyze and execute complex demonstration scenarios and Proof of Concept requests.
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Maintain current knowledge of markets, industry trends, competition, products and strategies.
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Support fast paced cadence of work with parallel opportunities globally.
Qualifications
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University Degree or commensurate experience, and the ability to communicate, write and synthesize information.
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Minimum of 5-7 yearsβ experience in a similar role and in the field of Insurance.
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Subject matter expertise in Life, Annuities and Health insurance products and processes, individual and group.
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Practical understanding of generative and agentic AI and the ability to discuss AI concepts and capabilities credibly with clients.
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Understanding of the software development cycle.
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Ability to travel domestically and/or internationally.
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Excellent knowledge of English (spoken and written).
Requirements
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Strong sense of organisation and prioritizing.
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Analytical and problem-solving skills.
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Ability to communicate, write and synthesize information.
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Ability to multi-task in a rapid-paced environment.
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Team spirit, tact, diplomacy, autonomy, rigor, and discipline.
Nice to Haves
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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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Some technical knowledge (integration methodologies, APIs, microservices, etc).
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Knowledge of French (spoken and written).
Benefits
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Hiring Location: United Kingdom (London)
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You are welcome to work fully remotely.
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Full-time Permanent Role.
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Benefits available day 1:
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Private Medical Insurance
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Life Insurance
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Pension Matched Contribution
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Flexible hours.
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Number of hours per week: 37.5.
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Educational Support (LinkedIn Learning, LOMA Courses and Equisoft University).