Solutions Engineer — Insurance Tech & Sales Advisory

Kavaliro; Des Moines (IA); Hybrid; USD 75,000 - 95,000; Full time

Job summary

Kavaliro seeks a Solutions Engineer for the Annuities Platform. You will serve as the technical advisor and solution consultant throughout the sales cycle, partnering with prospects and clients to design solutions that address complex business challenges.

You will lead discovery, demonstrate capabilities, and support proposal development to ensure smooth handoffs to implementation. The role requires strong tech acumen, industry knowledge, and consultative selling experience, with collaboration

Qualifications

• 2+ years in insurance, annuity, wealth management, or financial services.
• 2+ years partnering with sales, product, engineering, and professional services in a cross-functional setting.
• 2+ years in technical sales, requirements documentation, client-facing demos, and solution consulting.

Responsibilities

• Understand client objectives, requirements, workflows, and implementation goals as a trusted advisor.
• Lead discovery sessions and gather requirements to define processes, data needs, risks, and objectives.
• Design scalable solutions aligning client needs with products and services and confirm feasibility.

Skills

Strategic storytelling

Cross-functional collaboration

Discovery facilitation

Solution selling

Client relationship mgmt

Technical communication

Tools

Salesforce

Microsoft 365

Job description

Kavaliro seeks a Solutions Engineer for the Annuities Platform. You will serve as the technical advisor and solution consultant throughout the sales cycle, partnering with prospects and clients to design solutions that address complex business challenges.

You will lead discovery, demonstrate capabilities, and support proposal development to ensure smooth handoffs to implementation. The role requires strong tech acumen, industry knowledge, and consultative selling experience, with collaboration