Job Title: Pre-Sales Consultant, Annuity and Life Insurance
Employer: Equisoft
Job Type: Remote
Location: United Kingdom
Salary/Rate: Not Specified
UK Visa Sponsorship: Not Available

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Description

• Deliver client-facing presentations and product demonstrations of insurance solutions to prospective organisations across the UK, EMEA and other international markets.

• Develop tailored demonstrations that address specific client requirements and align with sales strategies and proposed solutions.

• Use generative and agentic AI tools to support research, requirements analysis, proposal development and customised presentations.

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

• Manage Requests for Proposals (RFPs), complex demonstration scenarios and Proof of Concept (PoC) projects.

• Work closely with sales and product teams to support global business development and increase sales.

• Monitor insurance market developments, competitor activities, industry trends and emerging technologies.

• Report to the Director of Pre-Sales Consulting as part of an eight-member team.

Responsibilities

• Prepare and deliver engaging product presentations and demonstrations to clients at different organisational levels.

• Customise demonstrations to reflect client needs, business objectives and proposed insurance solutions.

• Apply generative and agentic AI tools to conduct research, analyse requirements and develop client proposals.

• Interpret insurance product requirements and convert them into functional demonstration scenarios.

• Respond to RFPs and manage complex client demonstrations and Proof of Concept requests.

• Collaborate with sales and product development teams to support customer engagement and business growth.

• Provide technical and business insights to prospective clients, explaining product capabilities and relevant AI solutions.

• Monitor market trends, competitor strategies and industry developments to maintain relevant product knowledge.

• Manage multiple sales opportunities simultaneously across different international markets.

• Support sales growth, particularly across the UK and EMEA regions.

Requirements

• University degree or equivalent professional experience.

• At least 5–7 years of relevant experience in a similar pre-sales consulting role within the insurance industry.

• Strong knowledge of Life, Annuities and Health insurance products and processes, covering both individual and group insurance.

• Practical understanding of generative and agentic AI, with the ability to explain AI capabilities confidently to clients.

• Understanding of software development life cycles.

• Excellent spoken and written English communication skills.

• Strong organisational, analytical, problem-solving and prioritisation abilities.

• Ability to prepare proposals, communicate technical information and synthesise complex requirements.

• Capacity to manage multiple projects in a fast-paced, international working environment.

• Willingness and ability to travel domestically and internationally.

• Strong teamwork, professionalism, diplomacy, independence and attention to detail.

• Experience with insurance administration systems, CRM platforms, SaaS solutions, e-applications and illustration tools is desirable.

• Knowledge of APIs, microservices and software integration methods is an added advantage.

• French language proficiency is desirable.

Benefits

• Full-time, permanent employment.

• Fully remote working arrangement.

• Competitive employee benefits available from the first day of employment.

• Private medical insurance.

• Life insurance coverage.

• Employer-matched pension contributions.

• Flexible working hours.

• Educational and professional development support through LinkedIn Learning, LOMA courses and Equisoft University.

• Opportunities to strengthen technical knowledge, insurance expertise and professional skills.

How to Apply;

Interested and qualified candidates should:
Click here to apply online for this job

Disclaimer

Author: Simon RobertEasyInfoBlog is a multi-author blog. We have experts and professionals in various fields who share their ideas and expert knowledge to help you with your daily information needs. Thanks for reading!