
501 - 1000 employees
Founded 1994
🛡️ Insurance
💼 Consulting
☁️ SaaS
Insurance • Consulting • SaaS
Equisoft is an AI-enabled software and services company that provides integrated front‑ and back‑office platforms for insurance and investment organizations. It offers policy administration, agency management, pension & investment systems, illustrations, advisor CRM, electronic applications and implementation services (OIPA integration, data migration, IFRS 17 compliance), helping manufacturers, distributors and advisors modernize operations, improve customer experience and detect fraud. Equisoft delivers SaaS products and consultative, onshore implementation support to financial institutions globally.
🕒 August 28
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501 - 1000 employees
Founded 1994
🛡️ Insurance
💼 Consulting
☁️ SaaS
Insurance • Consulting • SaaS
Equisoft is an AI-enabled software and services company that provides integrated front‑ and back‑office platforms for insurance and investment organizations. It offers policy administration, agency management, pension & investment systems, illustrations, advisor CRM, electronic applications and implementation services (OIPA integration, data migration, IFRS 17 compliance), helping manufacturers, distributors and advisors modernize operations, improve customer experience and detect fraud. Equisoft delivers SaaS products and consultative, onshore implementation support to financial institutions globally.
• Identify, pursue, and close net-new Annual Recurring Revenue with Life and Annuity carriers across the USA • Build, qualify, and manage a pipeline of net-new carrier opportunities across USA named accounts • Develop account strategies using personal networks, alliance channels, targeted events, and inside sales • Leverage Oracle and other partner relationships to source introductions, referrals, and joint pipeline • Represent Equisoft at insurance industry events, carrier forums, analyst briefings, and technology conferences • Develop relationships with system integrators, consultancies, and advisory firms as pipeline channels • Own the complete enterprise sales cycle from prospecting through contract execution • Build carrier-specific value propositions and business cases for executive stakeholders • Navigate multi-stakeholder buying committees from operational champions to Board-level sponsors • Lead RFP/RFI responses and coordinate pre-sales, professional services, product, legal, and executive resources • Manage Proof of Concept engagements with the pre-sales team • Negotiate commercial terms, pricing, and contractual frameworks with legal and finance • Arrange and participate in technical and functional presentations with solution consulting and engineering teams • Build and maintain relationships with Oracle and other alliance partners across USA named accounts • Develop relationships with regional system integrators and consultancies • Maintain post-sale carrier relationships alongside Account Management to support Customer Success and expansion ARR • Maintain accurate pipeline and deal records in HubSpot CRM • Provide competitive intelligence and analyze market trends, regulatory developments, and carrier priorities • Present regular pipeline and activity reports to the CSO • Support analyst and advisor briefings • Participate in weekly stand-ups and bi-weekly sales forecast calls
• Bachelor's degree or equivalent combination of education and enterprise sales experience • 10+ years of enterprise software (SaaS) sales experience in a hunter/new logo capacity • Proven track record selling digital and core Life & Annuity insurance technology preferred/asset • Deep understanding of L&A product lines, carrier operating models, actuarial and regulatory frameworks (Solvency II, IFRS 17), and USA technology modernization priorities • Established personal network within Life & Annuity carrier C-suites across the UK and at least one other USA market • Experience selling alongside or through Oracle, Guidewire, or major SI partners such as Capgemini, Deloitte, Accenture, or TCS in a USA context • Ability to close complex, multi-stakeholder enterprise deals with 12–24+ month sales cycles and $1M+ ARR contract values • Experience working with or at Life & Annuity insurers, or consulting experience serving L&A carriers preferred/asset • Ability to travel to events or client locations across USA named accounts • Excellent spoken and written English • Exceptional consultative selling and value-selling skills • Executive presence and credibility in C-suite and Board-level conversations • Proactive, persistent hunter mindset • Strong analytical skills • Proficiency with HubSpot CRM or equivalent enterprise CRM • Ability to work autonomously in a scaling, entrepreneurial environment
• Medical, Dental, Telemedicine Program, etc. • Quarterly Enrollment for Retirement Funds • Flexible hours • Educational Support (LinkedIn Learning, LOMA Courses and Equisoft University) • Office, hybrid or remote work options • Full-time permanent employment
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