VP, Wealth and Insurance Solutions

🔥 0 minutes ago

🔔 Pennsylvania – Remote

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⏰ Full Time

🔴 Lead

🔒 Insurance

🦅 H1B Visa Sponsor

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👻 Ghost score 11%

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Logo of Equisoft

Equisoft

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

• Report to the CSO (Chief Sales Officer) as Equisoft's Insurance engine in the region • 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 Life & Annuity carrier opportunities across USA named accounts • Deploy personal-network outreach, alliance-channel activation, targeted event marketing, and inside sales • Leverage Oracle partner relationships for introductions, co-sell referrals, and joint pipeline • Represent Equisoft at USA insurance industry events, carrier forums, analyst briefings, and technology conferences • Develop relationships with system integrators, consultancies, and advisory firms as pipeline channels • Lead the complete enterprise sales cycle from prospecting through commercial close, including discovery, solution positioning, business case development, proposals, negotiation, and contract execution • Build carrier-specific value propositions tied to CIO, CTO, Chief Actuary, and Chief Transformation Officer objectives • Navigate multi-stakeholder buying committees from operational champions to Board-level sponsors • Lead and optimize RFP/RFI responses with support from Pre-Sales • 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 contracts with legal and finance teams • Arrange and participate in technical and functional presentations with solution consulting and engineering • Maintain Oracle Prime and Co-prime partner relationships and track joint pipeline • Co-develop go-to-market, co-selling, and partner-influenced deal strategies • Serve as primary relationship holder with regional alliance and SI contacts • Maintain post-close insurance carrier relationships alongside the USA Account Manager team • Transition customer relationships to Account Management and support expansion ARR opportunities • Maintain complete pipeline and deal records in HubSpot CRM • Provide competitive intelligence to Product and Marketing • Analyze market trends, regulatory developments, and carrier priorities to identify opportunities • Present pipeline and activity reports to the CSO and contribute to USA expansion planning • Support analyst and advisor briefings • Participate in weekly team stand-ups and bi-weekly sales forecast calls

🎯 Requirements

• 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, verifiable track record selling digital and core Life & Annuity insurance technology (asset) • Deep understanding of L&A product lines, carrier operating models, actuarial and regulatory frameworks (Solvency II, IFRS 17), and technology modernization priorities specific to USA markets • Established personal network within Life & Annuity carrier C-suites across the UK and at least one other USA market, including CIO, CTO, Chief Actuary, Chief Transformation Officer, and CFO contacts • Demonstrated experience selling alongside or through Oracle, Guidewire, or major SI partners such as Capgemini, Deloitte, Accenture, and TCS in a USA context • Proven ability to close complex, multi-stakeholder enterprise deals with 12–24+ month sales cycles and contract values of $1M+ ARR • Experience working with or at Life & Annuity insurers, or in a consulting role serving L&A carriers (asset) • Ability to travel to events or client locations across USA named accounts • Excellent knowledge of English (spoken and written) • Exceptional consultative selling skills • Strong value-selling ability and executive-level business case development • Executive presence and credibility in C-suite and Board-level conversations • Highly proactive, persistent hunter mindset • Strong analytical skills • Proficiency with HubSpot CRM or equivalent enterprise CRM • Ability to work autonomously in a scaling, entrepreneurial environment

🏖️ Benefits

• Benefits available, 1st of the month following date of hire: Medical, Dental, Telemedicine Program, etc. • Quarterly Enrollment for Retirement Funds • Flexible hours • Educational Support (LinkedIn Learning, LOMA Courses and Equisoft University) • You are welcome to work at the office, hybrid or remote

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