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
- ...-priority industries: Insurance. AI is not a pilot in... ...reduced in ways that executives can take to their boards... ...customer stories, and Sales Success Center pages.... ...Insurance at an enterprise software or technology company.... ...that drive platform investment decisions. Proven...SoftwareWork at officeImmediate startRemote workFlexible hours
$171.6k - $338.3k
...Summary The Team The Sales Center of Excellence supports... ...leaders, and account teams, Sales Executives build relationships with... ...business plans and secure the investments needed to deliver growth.... ...successful track record of selling software solutions and/or complex...SoftwareLocal area- ...Title: Software Asset Manager Location: Atlanta, GA Duration: 7 months contract... ...compliance, optimizing software investments, and reducing risk across a complex technology... ...software compliance risk. Produce executive-level dashboards and reporting to enable...SoftwareContract work
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...financial decisions using the latest software and our expansive product... ...with company provided sales leads and network with new clients... ...bonus programs Fully paid insurance licensing, SIE, Series 6, Series... ..., Financial Services, and Investment Management Referrals increase...SoftwareFull timeWork at officeFlexible hours- ...Technical Lead - Full Stack Engineering (P&C Insurance) Location: Hybrid – Manhattan, New... ...teams, fostering best practices in software development, code quality, and performance... ...planning, including estimation, sprint execution, and release management Champion modern...Software
- ...track dependencies, and support project execution across cross-functional teamsA... ...experience.· 4+ years of experience with software development using Python or similar coding... ...organizations, as well as through our own investments, commitments, and actions across areas...SoftwareLocal areaVisa sponsorship
- About InvescoAs one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our... ...to fostering engineering excellence and scalable AI‑enabled software development. You will demonstrate a willingness to explore and...SoftwareFull timeWork at officeFlexible hours
$140k - $180k
...global leader in commercial insurance with over a century of expertise... ...rapidly growing company that invests in its people and their... ...architectural decisions and software engineering best practices that... ...objectives.Delivery Planning & Execution: Direct project planning, estimation...SoftwareFull timeWorldwide$221k
Payments Industry Sales Specialist - Financial Services & RetailThis... ...able to engage business and executive stakeholders credibly,... ...changes that influence customer investment priorities.Travel approximately... ...technology, payment software/solutions, or adjacent payments...SoftwareFull timeTemporary workWork experience placementLocal areaImmediate startRemote workWork from home$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- ...position will utilize color management software and internal systems to ensure quality and... ...Ability to plan, organize and execute strategically Effective communication skills... ...supportive culture. Medical, dental, and vision insurance 401(k) with company match Company paid...SoftwareWork at office
- We Are:Transforming the Insurance industry of yesterday. We apply some of today’s latest technologies in AI, data analytics, and automation... ...Architect playing a pivotal role in ensuring that diverse software applications within an organization work seamlessly together....SoftwareFull timeWork experience placementLive inWork at officeLocal area
- Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful... ...complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress.Senior...Full timeWorldwide
- ...global leader in commercial insurance with over a century of expertise... ...rapidly growing company that invests in its people and their... ...role will work across the full software delivery lifecycle—from architecture... ..., indexing strategies, execution plan analysis, query tuning,...SoftwareFull timeWorldwide
$110k - $160k
...we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage... ...IT teams to ensure correct interactions with new and existing software. Coordinate directly with business users, business analysts and...SoftwareFull timeImmediate startFlexible hours- ...business. We are not just a software provider; we are the unified... ...strategic decisionsPartner with the sales and finance leadership,... ...subscription business models, or investment banking preferredAdvanced... ...knowledge of PowerPoint for building executive and board-level...SoftwareFull timeContract workCasual workWork at officeImmediate startWork from homeWorldwideFlexible hours
- There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry.... ...Tech-savvy individuals with strong proficiency in HR-related software programs (HRIS programs as well as compensation-specific software...SoftwareHourly payTemporary workWork experience placementLocal areaFlexible hours3 days per week
- ...product development, pricing, profitability, and investment/divestiture opportunities. Leads performance evaluations, prepares executive-level insights, and owns the development of... ...PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience....SoftwareTemporary workWork at office
- ...practices to ensure our properties and investments achieve maximum value. Join us to be a part... ...Oversee, manage and execute all financial and accounting operations... ...Requirements Proven experience with Yardi software. Bachelor’s degree in Accounting, Finance...Software
- ...Software Engineer We're a fast-growing, profitable tech company transforming how insurance claims are inspected and resolved. In an industry not exactly known for cutting-edge technology, we're pushing boundaries, building solutions once thought impossible, and shaping...SoftwareTemporary workLocal area
- ...with the CFO and CIO to align technology investments with business strategy.Lead financial... ...optimization with business value and ROI.Provide executive-level insights into financial... ...-rate, project, labor, infrastructure, software, and vendor costs. Provide variance analysis...SoftwareFull timeContract workFor contractorsImmediate start
- ...leader in commercial insurance with over a century of... ...growing company that invests in its people and their... ...data governance, and execute client unification initiatives... ...Salesforce solutions (Sales/Service Cloud,... ...DevOps, CI/CD, and modern software development best...SoftwareFull timeWorldwide
- ...forecasting, long-range planning, investment analysis, expense management... ...information into clear executive recommendations and support... ...Word, Outlook, and other basic software products. Financial Modeling... ..., dental, vision, life insurance, disability, accidental death...SoftwareFull timePart timeWork at officeShift workDay shift
- ...bank accounts; verify insurance coverage (GL/Property/... ...value in preparation for sale. · Prepare... ...status. · Develop and execute exit strategies for each... ...commercial real estate investment, asset management, or... ...of property management software platforms such as Yardi...SoftwareWork at office
- OverviewAs a Technical Sales Consultant on our P&C Insurance team, you will seek to understand... ...with the sales executive on opportunity strategy and... ...reimbursement program to invest in healthy habits as well... ...supporting our award-winning software solutions. Origami Risk...SoftwareFull timeTemporary workFlexible hours
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$99.6k - $130.6k
...well as influence strategic investment decisions. Solid organizational... ...ERPs and financial planning software (e.g. Oracle Hyperion Essbase... ...include medical, dental and vision insurance, a 401(k) plan with a Cisco... ...year to volunteerFor non-sales roles, employees are also eligible...SoftwareFull timeTemporary workLocal areaRemote workFlexible hours$123.1k - $273k
...deliver customer return on investment.Solution Architects... ...vision and own the execution with the customer as well... ...waterfall and agile software development methodologies... ..., life and disability insurance, 401(k), and an... ...bonus, incentive for sales roles, equity or benefits...SoftwareFull timeWork experience placementRemote work$119.77k - $140.9k
...Banking, Wealth Management and Investment Services, Corporate and... ...testing are required. Experience executing multiple integrated audits... ...applications and critical software assets across the technology... ...Section 19 of the Federal Deposit Insurance Act (FDIA). In addition,...SoftwareFull timeWork at officeLocal area3 days per week- ...and the economic benefit of investments made in building customer relationships... ...of analysis through executive-level presentations is essential... ...Construct models to identify sales leads and revenue-generating... ...account reconciliation software. WORKING CONDITIONS AND...SoftwareFlexible hours
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