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Pre-Sales Consultant

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 
Colombia, District of Columbia (USA), United States

Offer summary

Qualifications:

University Degree or equivalent experience, 3-5 years presenting client-facing demonstrations, Fluent in English and Spanish, Understanding of the software development cycle, Ability to travel domestically or internationally.

Key responsabilities:

  • Conduct client presentations and product demonstrations
  • Tailor demonstrations to meet client needs
  • Translate product requirements into business requirements
  • Analyze RFPs and complex demonstration scenarios
  • Stay updated on market trends and strategies
Equisoft logo
Equisoft SME https://www.equisoft.com/
501 - 1000 Employees
See more Equisoft offers

Job description

Pre-Sales Consultant

What is Equisoft? Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the world's leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers meet all the challenges brought about by this era of digital transformation, thanks to our business needs-driven approach, industry knowledge, cutting-edge technologies and experts.  With its business-driven approach, in-depth industry knowledge, cutting-edge technologies and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its customers meet the challenges of this era of digital transformation. 

Why Choose Equisoft? With 950+ employees, we are a stable organization that offers career advancement and fosters a stimulant environment. If that’s not enough, then check out these other perks below:   

  • Hiring Location: Colombia 
  • You are welcome to work remote  
  • Full-time Permanent Role 
  • Benefits available day 1: Medical, Dental and Telemedicine Program (Colombia) 
  • Flexible hours    
  • Number of hours per week: Maximum legal working hours
  • Educational Support (LinkedIn Learning, LOMA Courses and Equisoft University)  

Role: The Pre-Sales Consultant reports to the Director of Pre-Sales and works closely with the Sales and Product teams. The Pre-Sales Consultant thrives in a deadline-focused environment where taking the initiative, clear communication and flexibility are critical.  

Your Day with Equisoft:   

  • Perform client-facing presentations and product demonstrations of insurance solutions to all levels of personnel within a prospective organization.
  • Design and adapt each demonstration to meet specific clients’ needs while communicating applicable messages based on proposed solution and sales strategy.
  • Translate insurance product requirements into business and functional requirements that can be included in demonstrations.
  • Respond to RFPs and analyze complex demonstration scenarios and Proof of Concept requests.
  • Maintain current knowledge of markets, industry trends, competition, products and strategies.
  • Support fast paced cadence of work with parallel opportunities globally.

Requirements:   

Technical  

  • University Degree or commensurate experience, and the ability to communicate, write and synthesize information.
  • Minimum of 3-5 years of experience in presenting client-facing demonstrations
  • Strong autonomy and self-motivation are required with the ability to communicate progress and blockers in a timely manner.
  • Excellent knowledge of English and Spanish (spoken and written).
  • Understanding of the software development cycle.
  • Ability to travel domestically and/or internationally.

Soft Skills  

  • Strong sense of organization and prioritizing.    
  • Analytical and problem-solving skills.    
  • Ability to communicate, write and synthesize information.    
  • Ability to multi-task in a rapid-paced environment.   
  • Team spirit, tact, diplomacy, autonomy, rigor, and discipline. 

Nice to Haves:    

  • Experience within a sales team
  • Experience with back-office insurance carrier or distribution policy administration systems or agent sales tools such as CRM, e-applications or illustrations.
  • Experience with OIPA (Oracle Insurance Policy Administration) or Equisoft products is an asset.
  • Some technical knowledge is an asset.
  • Knowledge of French is an asset. (spoken and written)   

Equisoft is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.  

Click here to view all career opportunities.

We thank you for your interest in our company and we guarantee that all submitted applications will be considered.

Only those whose applications are selected will be contacted for interview purposes. By submitting your application, you consent to Equisoft collecting, using & storing your personal data in order to apply for a job and for Equisoft to analyze your application. Due to the nature of its products and services, Equisoft will perform thorough background checks prior to confirming one’s employment.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
EnglishEnglishSpanish
Check out the description to know which languages are mandatory.

Other Skills

  • Self-Motivation
  • Communication
  • Analytical Thinking
  • Technical Acumen
  • Multitasking
  • Team Motivation
  • Problem Solving
  • Prioritization
  • Diplomacy

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