Sales Executive, Insurance, Investment, Accounting

🕒 November 5, 2025

🐊 Florida, New York, +2 more states – Remote

🐊 Florida – Remote 🗽 New York – Remote 🔔 Pennsylvania – Remote 🎸 Tennessee – Remote

💵 $110k - $150k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 35%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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SS&C Technologies

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1986

💼 Consulting

🛡️ Insurance

📦 Logistics

Consulting • Insurance • Logistics

SS&C Technologies is a global leader in financial services and healthcare technology, recognized as the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. The company offers a comprehensive range of solutions including asset management, banking, healthcare, insurance, and wealth management, leveraging proprietary software and extensive expertise to meet the operational needs of clients across multiple industries.

📋 Description

• Drive new logo sales within the US insurance market, including SaaS offerings and outsourced investment accounting, operations, reporting and analytics services. • Lead the entire sales process from prospecting through closing, including conducting discovery to qualify opportunities, preparing subject matter experts and other team members, developing presentations, providing quality and timely follow-up to prospects, creating pricing proposals, and negotiating contracts. • Build and maintain a strong sales pipeline of short-, medium- and long-term opportunities through active outreach and nurturing relationships with decision-makers. • Conduct high volume of outreach, including calling, emailing, and running marketing campaigns to generate new leads and opportunities, using Salesforce, Salesloft, and other mediums. • Prepare for prospect meetings with high degree of organization and attention to detail, and deliver high quality presentations and product demonstrations. • Take a consultative approach to understanding a prospect’s challenges, priorities and strategic objectives, and deliver tailored solutions. • Develop a thoughtful strategy and execution plan for every prospect engagement, leading to a well-run sales process and high close rate. • Run complex, consultant-led Request for Proposal (RFP) processes, ensuring responses are consistent, of the highest professional quality, and submitted on time. • Maintain relationships with industry consultants and other influencers to create advocates for SS&C in the market and drive referrals. • Create and distribute continuous thought leadership to address industry trends and challenges, promote SS&C’s expertise and build our reputation. • Plan and attend industry conferences with proactive outreach to schedule meetings with target prospects and maximize our return on investment. • Collaborate and communicate effectively with internal team members and executives to strategize, prepare, and execute on new client opportunities. • Organize PowerPoint slides and talking points for internal presenters, including executives and subject matter experts. • Build rapport with executive decision makers at the prospect and develop relationships at multiple levels of the organization. • Work diligently as an individual contributor and collaboratively with the broader sales team to accurately forecast and consistently achieve revenue targets. • Develop and maintain a deep understanding of SS&C products and services and be able to communicate our unique value proposition to prospective clients.

🎯 Requirements

• 7-15 years sales experience, preferably managing complex strategic sales processes. • Understanding of insurance company investment portfolios, including private and alternative products, investment operations and technology, regulatory capital requirements, asset allocation strategies, tax, and risk management. • Bachelor’s Degree. • Excellent written, oral, and presentation skills. • Self-starter with the ability to work both independently and collaboratively and to drive new revenue in a complex, performance-oriented environment. • Organizational intelligence and ability to navigate a large, global organization. • Flexibility to travel.

🏖️ Benefits

• Flexibility : Hybrid Work Model and Business Casual Dress Code, including jeans • Your Future: 401k Matching Program, Professional Development Reimbursement • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave • Extra Perks: Discounts on fitness clubs, travel and more!