Sales Executive Insurance Investment Accounting

Job Description

Sales Executive Insurance Investment Accounting

Locations: Remote US OR Hybrid

Get To Know The Team:

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 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 You Will Love It Here!

• 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!

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.
• 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.

Salary range for this role is $110,000 - $150,000 plus uncapped commissions

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