Pre-Sales Consultant, Annuity and Life Insurance

Job not on LinkedIn

🔥 1 hour ago

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🔍 Pre-sales Engineer

👻 Ghost score 11%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

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• Jobs at this company usually fill in 34 days.
• No salary listed.

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Equisoft

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Perform client-facing presentations and product demonstrations of insurance solutions to all levels of personnel within prospective organisations • Design and adapt demonstrations to meet specific client needs and communicate applicable messages based on proposed solutions and sales strategy • Leverage generative and agentic AI tools for research, requirements analysis, proposal development and tailored client demonstrations • Translate insurance product requirements into business and functional requirements for demonstrations • Respond to RFPs and analyze and execute complex demonstration scenarios and Proof of Concept requests • Maintain current knowledge of markets, industry trends, competition, products and strategies • Support a fast-paced cadence of work with parallel opportunities globally • Support and increase sales globally, focusing on the UK and EMEA • Work closely with sales and product teams as part of a team of 8 • Report to the Director, Pre Sales Consulting

🎯 Requirements

• University Degree or commensurate experience • 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 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) • 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 • 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 (nice to have) • Some technical knowledge (integration methodologies, APIs, microservices, etc.) (nice to have) • Knowledge of French (spoken and written) (nice to have)

🏖️ Benefits

• Benefits available day 1 • Private Medical Insurance • Life Insurance • Pension Matched Contribution • Flexible hours • Educational Support (LinkedIn Learning, LOMA Courses and Equisoft University) • Full-time permanent role • Fully remote work

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