Sales Director Insurance Investment Accounting

SS&C Technologies; Pennsylvania; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401k Matching Program

Flexible Personal/Vacation Time Off

Medical, Dental, Vision insurance

Training and Development Programs

Discounts on fitness clubs and travel

Job summary

A leading financial services firm seeks a Sales Executive focused on Insurance Investment Accounting Solutions. This role involves driving new sales within the US insurance market, managing complex sales processes, and collaborating with internal teams. Ideal candidates will have 7-15 years of sales experience, a strong understanding of investment portfolios, and excellent communication skills. The position offers a hybrid work model and a comprehensive benefits package, ensuring work-life balance and professional development.

Qualifications

• 7-15 years of sales experience, preferably managing complex strategic sales.
• Strong understanding of insurance company investment portfolios and regulatory requirements.
• Excellent written, oral, and presentation skills.

Responsibilities

• Drive new logo sales within the US insurance market.
• Lead the entire sales process from prospecting through closing.
• Conduct high volume of outreach to generate new leads.

Skills

Sales experience

Communication skills

Organizational skills

Consultative approach

Education

Bachelor’s Degree

Tools

Salesforce

Salesloft

Job description

Job Description

Sales Executive - Insurance Investment Accounting Solutions

Locations: Remote US OR Hybrid

SS&C sells innovative technology and value-add services to insurance companies that need timely, accurate accounting and reporting for the public and private investments they hold in their General Account and through Separately Managed Accounts. SS&C’s solutions are designed to centralize, automate, and streamline all investment activities across the insurance company’s middle- and back-office operations, allowing them to meet their unique statutory accounting requirements and regulatory reporting obligations to the National Association of Insurance Commissioners (NAIC). Key functions SS&C supports with SaaS and Outsourcing Services include, but are not limited to, trade capture and post-trade compliance; management of valuations, corporate actions, and security master; reconciliation and exception resolution; multi-basis, multi-currency investment accounting; unstructured data collection and document management for alternative investments; performance measurement and attribution; risk analytics; and insurance regulatory reporting.

What You Will Get To Do

• 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.

What You Will Bring

• 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.
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees.
• Training: Hands-On, Team-Customized, including SS&C University.
• Extra Perks: Discounts on fitness clubs, travel and more!

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.