Sales Executive Insurance Investment Accounting

Sales Executive Insurance Investment Accounting

SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut, with more than 27,000 employees in 35 countries. We partner with over 20,000 financial services and healthcare organizations, providing innovative technology and value‑add services to manage investment activities in insurance companies’ General Accounts and Separately Managed Accounts.

Locations: Remote (U.S.) or Hybrid

As a Sales Executive, you will drive new logo sales within the U.S. insurance market for our SaaS and outsourced investment accounting, operations, reporting, and analytics services. You will manage the entire sales cycle from prospecting to closing, creating tailored presentations, pricing proposals, and negotiating contracts. Your deep knowledge of insurance investment portfolios and regulatory requirements will position SS&C as the trusted partner for complex accounting needs.

• Flexibility:
  Hybrid work model and business casual dress code, including jeans
• Future Growth: 401(k) matching program and professional development reimbursement
• Work‑Life Balance:
  Flexible personal/vacation time off, sick leave, paid holidays
• Well‑Being:
  Medical, dental, vision, employee assistance program, parental leave
• Diversity & Inclusion:
  Commitment to celebrating background, talent, and experience diversity
• Training:
  Hands‑on, team‑customized training, including SS&C University
• Extra Perks:
  Discounts on fitness clubs, travel, and more

• Drive new logo sales within the U.S. insurance market, including SaaS offerings and outsourced investment services.
• Lead the entire sales process from prospecting through closing, including discovery, qualification, presentation development, follow‑up, pricing proposals, and contract negotiation.
• Build and maintain a strong sales pipeline across short, medium, and long‑term opportunities through active outreach and nurturing relationships with decision makers.
• Execute high‑volume outreach via calling, emailing, and marketing campaigns to generate new leads and opportunities using Salesforce, Salesloft, and other tools.
• Prepare for prospect meetings with high organization and attention to detail, delivering quality presentations and product demonstrations.
• Take a consultative approach to understanding prospects’ challenges, priorities, and strategic objectives, delivering tailored solutions.
• Develop a thoughtful strategy and execution plan for each engagement, leading to a well‑run sales process and high close rate.
• Run complex, consultant‑led RFP processes, ensuring consistent, high‑quality responses submitted on time.
• Maintain relationships with industry consultants and other influencers to create advocates for SS&C and drive referrals.
• Create and distribute thought leadership to address industry trends and challenges, promoting SS&C’s expertise.
• Plan and attend industry conferences with proactive outreach to schedule meetings and maximize ROI.
• Collaborate and communicate effectively with internal teams and executives to strategize, prepare, and execute on new client opportunities.
• Build rapport with executive decision makers and develop relationships at multiple levels of the organization.
• Work diligently as an individual contributor and collaborate with the broader sales team to forecast and consistently achieve revenue targets.

• 7–15 years of 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 independently and collaboratively, driving new revenue in a complex, performance‑oriented environment.
• Organizational intelligence and ability to navigate a large, global organization.
• Flexibility to travel.

Salary range: $110,000 – $150,000 plus uncapped commissions.

Salary is determined by various factors including relevant work experience, job‑related knowledge, skills, abilities, business needs, and geographic region.

Apply directly through our Careers page at

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.