Sales Executive Insurance Investment Software
SS&C Technologies
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.Job DescriptionSales Executive Insurance Investment SoftwareLocations: Remote USAbout the RoleSS&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 Software-as-a-Service (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 (e.g., GAAP, STAT, Tax, IFRS); unstructured data collection and document management for alternative investments; performance measurement and attribution; risk analytics; and insurance regulatory reporting.Why Join SS&C SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.How You Will Make an Impact 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.Required Experience 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.Join SS&C, where innovation meets global opportunities. Click here to apply.#LI-JP1#CA-JP#LI-RemoteUnless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.Applications will be accepted on an ongoing basis until the position is filled.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.SummaryLocation: Remote - New York, US; Remote - Tennessee, US; Remote - Georgia, US; Remote - Florida, US; Remote - Pennsylvania US; Remote - Massachussets, US; Remote - California, US; Remote - North Carolina, US; Remote - Virginia, US; Remote - Illinois, US; Remote - Texas, USType: Full time
$152k - $190k
...most providers don't accept insurance, making therapy too expensive... ...run their practice on our software, serving over 1 million patients... ...of finding a therapist, and investing in the platform foundations... ...dashboards, reporting, and executive‑ready materials to...SoftwareWork from homeFlexible hours$150k - $160k
...website, CRM (Tessitura), venue management software (Diese), the finance system (Financial... ...on technology priorities, risk, and investment. People Leadership & Organizational... ...will be eligible for: ~ Comprehensive insurance coverage (medical, dental, vision, life,...SoftwareFull timePart timeWork at officeMonday to FridayFlexible hoursWeekend workAfternoon shift- ...Senior Sales Executive We're working to make the insurance industry faster, fairer and cheaper for everyone. Evolution IQ is revolutionizing the insurance... ...had great success building large scale enterprise software and is now excited to try their hand at...SoftwareWork at officeFlexible hours
$240.12k - $315.16k
...Oscar is the first health insurance company built around a... ...Corporate Strategy, Sales, Product, Marketing... ...growth strategy, strategic investments, pricing, partnerships... ...between Oscar’s executive leadership team and the... ..., R&D efficiency, and software capitalization rules.This...SoftwareFull timeWork at officeFlexible hours- ...delivery across our Financial Services and Insurance portfolio. You’ll oversee the full... ...engineering lead, or similar roles in banking, investment, underwriting, actuarial, or consulting... ...engineering excellence and the modern software development lifecycle for artificial...SoftwareRemote job
$180k - $270k
...but it doesn’t. In their time of need, they call down outdated insurance directories. Then wait on hold. Then wait weeks for the... ...healing workflows to reduce toil over time.Endpoint Lifecycle & Software Distribution: Own the architectural engineering of endpoint configuration...SoftwareRemote work- ...of related experience Skills: Proficient in 3D modeling using software such as Revit, Rhino, AutoCAD, and SketchUp; Adobe Creative Suite... ..., including but not limited to paid time off, paid health insurance, 401(k), and a number of ancillary benefits as well as financial...SoftwareFull timeWork at office
$43 - $47 per hour
...This role focuses on developing, executing, and optimizing digital... ...and deliver insights that inform investment decisions. Monitor performance trends... ...Technology, Information and Media, and Software Development Benefits 401(k) Vision insurance Medical insurance #J-18808-...SoftwareContract workRemote work$75k - $100k
...delivers customer‑centric accident and health insurance, with quality service and... ...education market. Are you an experienced Sales Executive? If so, we want you to join our growing... ...Proficient in Microsoft Office Suite and CRM software such as Salesforce Strong negotiation...SoftwareTemporary workCasual workWork at officeLocal areaFlexible hours$85k - $140k
...services, which include brokerage, investment advisor, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley... ...of strategy, analytics, and execution - driving decisions that... ...actionable insightsPartner across Sales, Finance, Treasury, Risk, and...Temporary work- ...country. How We Do It We work with title insurance companies, property developers, and... .... Our proprietary cloud-based software allows our customers to manage their workflows... ...Will Do We are looking for a National Sales Executive who will build and manage Pippin's...SoftwareRemote workFlexible hours
$175k
...under management as of March 31, 2026, we invest across three multi-strategy platforms:... ...institutional investors, individual investors, and insurance companies differentiated alternative... ..., including sourcing, underwriting, execution, and portfolio management of residential...Permanent employmentWork at office$150k - $225k
...strategy, approach, and execution across the PAM team... ...implementation of wealth and investment strategy... ...of financial planning, insurance, retirement savings vehicles... ...Proficiency in eMoney software helpful Series 7 and 6... ...travel requirements, sales or revenue‑based metrics...SoftwareLocal areaShift work- ...strategic advisor to the CEO and executive leadership team on financial... ...expansion, workforce investment, and capital planning. Provide... ...fiscal risks. Oversee insurance, liability management, and financial... ...with financial systems software, such as SAP S/4HANA,...SoftwareContract workWork at office
- ...such as Errors & Omissions (E&O) and Directors & Officers (D&O) insurance. Why join our team: We help you be your best through... ...a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries....Work at officeLocal areaRemote workFlexible hours2 days per week3 days per week1 day per week
$101.84k - $133.67k
...Engineer l to join our Engineering Team.Oscar is the first health insurance company built around a full stack technology platform and a... ..., modifying, and supporting operating systems and enterprise software. You will play a crucial role in ensuring the seamless integration...SoftwareFull timeWork at officeFlexible hours$102.5k - $187.9k
...Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a... ...design, implement, and support cutting-edge investment management solutions. Collaborating with... ...methodology ensuring consistent project execution across teamsStay current on Aladdin...Work experience placementSummer holidayFlexible hours$100k - $140k
...indicators, with emphasis on revenue, expenses, sales activity, and select GAAP and Non-GAAP... ...as needed such as implementation of new software, platform reporting automation, and... ...firm ~ Familiar with private market investments such as private equity, hedge funds, and...SoftwareFull timeWork at officeRemote work- ...Account Director Department: Sales Employment Type: Permanent -... ...etc. Roles & Responsibilities Execute an effective sales plan to achieve... ...customer experience, or CRM software a plus Familiarity with... ...disability, AD&D, and basic life insurance Choice of health insurance...SoftwarePermanent employmentFull timeTemporary workRemote workFlexible hours
- ...Castle Park Investments is seeking a tech-driven analyst to join our data and technology team, reporting directly to Kutay Gozalan, VP... ...Science, Business Analytics, Computer Science or Engineering, or Software Engineering. For current students: ability to commit...SoftwareFull timeInternshipFlexible hours
$110k - $230k
...Through our synergistic platform of insurance carriers, reinsurers, and asset management... ...Financial Officer. Work closely with investments, marketing/sales, accounting, and IT/systems... ...Office Suite and GGY AXIS (or similar software). Tech-savvy is a plus. Experience...SoftwareFull timeTemporary workImmediate startWork visaMonday to Friday- ...Organization dealing with Financial Services, Insurance, Risk Management Strategies Job... ...Functions Assists in the development and execution of digital marketing campaigns and... ...aptitude for mastering marketing technology software and other systems related to digital...SoftwareRemote work
$229.8k - $270.3k
...drive impactful results. Our Insurance practice partners with... ...engagements, developing trusted executive relationships, driving business... ...guidance on technology investments, operating model decisions,... ...Monroe practices—including Software, Infrastructure, Cybersecurity...SoftwareTemporary workLocal areaImmediate startFlexible hours- ...in enterprise platform implementations across financial services and insurance domains. We are committed to delivering scalable, secure, and innovative solutions through expert consulting, software engineering, and professional services. Role Overview We are seeking an...SoftwareFull time
- ...asset manager with a unique, integrated insurance platform, branded as The Westaim... ...This role will oversee the day-to-day execution of treasury operations, including cash... ...extensively with Finance, Accounting, Investments, and Actuarial to optimize liquidity, support...Temporary work
$72k - $141k
...providers of professional liability insurance. CNA offers excellent work/... ..., insurance companies and investment advisors. The Individual in... ...partners to develop, own and execute a claim resolution strategy,... ...ability to learn business-related software.Demonstrated ability to value...SoftwareFull timeWork experience placementWork at officeLocal areaShift work- ...and the questions in front of us, where to invest, how quickly to hire, and which motions... ...plan against. Model the economics of sales compensation, including commission structures... ..., Sigma, or similar) and modern planning software (Pigment, Anaplan, or similar)....SoftwareFull timeWork at officeRemote work
- ...we are building the future of commercial insurance. Our AI-powered platform helps insurance... ...automation tools Interest in AI-powered software and data-driven platforms What You Will... ...quickly Remote-first team with a strong culture of ownership and execution #J-18808-Ljbffr...SoftwareRemote work
$128.24k - $195k
...Office (SVO) of the National Association of Insurance Commissioners (NAIC) is hiring a Credit... ...Purposes and Procedures Manual of the Investment Analysis Office and the Accounting... ...Microsoft Windows, Bloomberg, and similar software. Advanced programming capabilities with...SoftwareFull timeWork at officeWork visa$134.48k - $274.75k
...and legal process, leveraging technology to align tax and legal software with the clients’ specific requirements and goals.Solutions:... ...and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive...SoftwareContract workWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sales Executive Insurance Investment Software. Be the first to apply!
- local sales representative New York, NY
- outside sales representative New York, NY
- reservation sales agent work from home New York, NY
- sales consultant New York, NY
- commercial sales representative New York, NY
- medical sales executive New York, NY
- hvac sales representative New York, NY
- saas sales representative New York, NY
- wine sales representative New York, NY
- independent sales consultant New York, NY


