Pre-Sales Consultant, Annuity and Life Insurance

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Conduct presentations and product demonstrations of insurance solutions for clients at all levels within potential organizations.

• Tailor and modify demonstrations to address specific client requirements and effectively convey relevant messages based on proposed solutions and sales strategies.

• Utilize generative and agentic AI tools for research, analysis of requirements, proposal development, and customized client demonstrations.

• Convert insurance product requirements into business and functional specifications for demonstrations.

• Respond to RFPs and assess and implement complex demonstration scenarios as well as Proof of Concept requests.

• Stay updated on market trends, industry dynamics, competition, products, and strategies.

• Manage a high-paced workload with multiple global opportunities simultaneously.

• Contribute to global sales growth, with a focus on the UK and EMEA regions.

• Collaborate closely with sales and product teams as part of a team of 8.

• Report directly to the Director of Pre Sales Consulting.

⛳️ Requirements

• A university degree or equivalent experience.

• A minimum of 5–7 years in a similar position within the Insurance sector.

• Expertise in Life, Annuities, and Health insurance products and processes, both individual and group.

• A solid understanding of generative and agentic AI, with the ability to discuss AI concepts and capabilities effectively with clients.

• Familiarity with the software development lifecycle.

• Willingness to travel domestically and/or internationally.

• Excellent command of the English language, both spoken and written.

• Strong organizational skills and ability to prioritize tasks.

• Proficient analytical and problem-solving abilities.

• Effective communication skills, both in writing and synthesizing information.

• Capacity to manage multiple tasks in a fast-paced environment.

• A team-oriented mindset along with tact, diplomacy, autonomy, rigor, and discipline.

• Experience with back-office insurance carrier or distribution policy administration systems or sales tools like CRM, Cloud Solutions/SaaS, e-applications, or illustrations (preferred).

• Some technical knowledge regarding integration methodologies, APIs, microservices, etc. (preferred).

• Proficiency in French (spoken and written) (preferred).

🏝️ Benefits

• Benefits commence from day one.

• Private Medical Insurance.

• Life Insurance.

• Matched Pension Contribution.

• Flexible working hours.

• Educational Support (LinkedIn Learning, LOMA Courses, and Equisoft University).

• Full-time permanent position.

• Fully remote work option.