Solutions 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 opportunities and fosters a stimulant environment. If that’s not enough, then check out these other perks below:

• Hiring Location: Canada & United States
• You are welcome to work hybrid or remote
• Full-time Permanent Role
• Benefits available day 1: Medical, Dental, Retirement Plan, Telemedicine Program, Employee Assistance Program, etc. (Canada)
• Benefits available, 1st of the month following date of hire: Medical, Dental, Telemedicine Program, etc. Quarterly Enrollment for Retirement Funds (USA)
• Flexible hours
• Number of hours per week: Maximum legal working hours
• Educational Support (LinkedIn Learning, LOMA Courses and Equisoft University)

Role: The Solutions Consultant is a key client-facing role within the Presales team, reporting to the Director of Pre-Sales. This position serves as the primary technical and business evangelist for Equisoft's Insurance solution footprint across distribution, carrier and TPAs. The SME will work directly with prospects and clients to understand their business challenges, demonstrate how our software can address their needs, and communicate the unique value proposition of the solution. Acting as both a product expert and solution architect, this role requires deep insurance expertise, robust knowledge of the Equisoft offering, strong presentation skills, and the ability to translate client requirements into compelling demonstrations that showcase the product's capabilities. The ideal candidate thrives in a fast-paced sales environment and can effectively collaborate with both client stakeholders and internal teams.

Your Day with Equisoft:

• Build trust and deliver product value messaging through direct interaction with new client prospects
• Drive sales discovery discussions to gather an understanding and challenges within the client organization
• Perform detailed client-facing presentations and product demonstrations of insurance solutions to all levels of personnel within a prospective organization
• Share learnings with Product team to further the enhancement and evolution of the core product
• Deliver PowerPoint presentations to showcase the solution, value add, and how we differentiate from the competition
• Advocate and evangelist for the Equisoft product promoting the benefits of the solution that align with our sales strategy
• Participate in answering RFPs and questionnaires
• Assist in developing relevant use cases and demo prep to align with each client presentation
• Act as a solution architect during a sales cycle, understanding how the product integrates within a typical ecosystem
• Maintain current knowledge of markets, industry trends, competition, products and strategies
• Translate client requirements into business and functional requirements that can be demonstrated
• Design and adapt each demonstration to meet specific clients' needs while communicating applicable messages based on proposed solution and sales strategy
• Support fast-paced cadence of work with parallel opportunities globally
• Collaborate with sales teams to develop and refine sales strategy for the Equisoft product line

Requirements:

Technical

• Bachelor's Degree or commensurate experience in a relevant field
• Minimum of 5 years of experience in the life insurance or agency distribution industry
• Demonstrated knowledge of the Equisoft product offering and its capabilities (or ability to quickly gain this expertise)
• Experience with solution architecture or system integration (middleware, Python, microservices) within the life, annuity, health insurance space
• Understanding of insurance business processes and workflows
• Experience working in customer-facing roles, preferably in a presale’s capacity
• Understanding of how software solutions integrate within enterprise ecosystems
• Strong autonomy and self-motivation with the ability to communicate progress and blockers in a timely manner
• Excellent knowledge of English (spoken and written) / French (required if candidate is located in the Quebec Province) or Spanish (nice to have)
• Ability to travel domestically and/or internationally

Soft skills

• Exceptional presentation and public speaking abilities
• Strong discovery and consultative selling skills
• Excellent written and verbal communication skills
• Ability to translate complex technical concepts into business value propositions
• Strong sense of organization and prioritizing
• Analytical and problem-solving skills
• Ability to multi-task in a rapid-paced environment
• Team spirit, tact, diplomacy, autonomy, rigor, and discipline
• Executive presence and ability to speak confidently with technical and business stakeholders at all levels

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.

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.