Sales Director Insurance Investment Accounting

Job Description

Sales Executive - Insurance Investment Accounting Solutions

Locations:
Remote US OR Hybrid

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 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; unstructured data collection and document management for alternative investments; performance measurement and attribution; risk analytics; and insurance regulatory reporting.

• 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.

• 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…