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) 

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.

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)   

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.

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.
• Some technical knowledge (integration methodologies, APIs, microservices, etc).Knowledge of French (spoken and written)  
• Equisoft is committed to creating a diverse environment and is proud to be an equal opportunity employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. 

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About us

What is Equisoft?  Equisoft is a global provider of digital solutions for the insurance and investment sectors, trusted by more than 300 of the world’s leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our clients meet the challenges of digital transformation—driven by a business-centric approach, deep industry knowledge, cutting-edge technologies, and a multicultural team of experts located across North America, the Caribbean, Latin America, Europe, Africa, Asia, and Australia.