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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in enterprise SaaS sales and a deep understanding of the life and annuity ecosystem, including carrier operations and technology solutions. Proven ability to build relationships with key stakeholders and effectively present proposals and solutions.
Highest-signal resume keywords
Enterprise SaaS SalesLife And Annuity Ecosystem KnowledgePresentation And Communication SkillsSales Pipeline ManagementRelationship Building
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ForecastingCRM Tools ProficiencyConsultative SellingProposal DevelopmentInsurance Technology Solutions
Soft Skills
Goal-OrientedIntegrityIndependenceCollaboration
Industry Keywords
Carrier OperationsDistributionProduct DevelopmentUnderwritingPolicy AdministrationServicingClaims
About the role
Key responsibilities & impact- Identify and prospect new accounts, and follow up on leads generated through marketing activities.
- Build trusted relationships with carrier executives and key stakeholders, understand strategic and operational priorities, and position Verisk Life Solutions and the FAST platform effectively.
- Manage and progress opportunities through the sales pipeline, coordinating internal resources and support teams to maintain momentum.
- Lead consultative presentations and demonstrations of the FAST platform and its components across the life and annuity lifecycle.
- Provide accurate and timely sales forecasting and pipeline updates using the company’s CRM tools and reporting standards.
- Collaborate with product, solution consulting, implementation, legal, finance, and industry SMEs to develop proposals covering platform scope, components, pricing, implementation approach, and business outcomes.
- Present proposals, pricing, and solution recommendations to prospects and stakeholders.
- Monitor contracting progress with internal legal resources and escalate when support is required.
- Achieve annual sales quota and closed-won opportunities.
- Advance qualified opportunities to agreed-upon pipeline stages.
Requirements
What you’ll need- Deep understanding of the individual and group life and annuity ecosystem, including carrier operations, distribution, product development, new business, underwriting, policy administration, servicing, and claims.
- Proven success selling enterprise SaaS, core insurance platforms, or complex insurance technology solutions to life and annuity carriers.
- Excellent presentation, communication, and executive-level relationship skills.
- Highly driven, goal-oriented, and able to operate independently.
- Demonstrated integrity and willingness to escalate risks, misalignment, or exceptions when necessary.
- 10+ years of enterprise SaaS, insurance technology, or life and annuity platform sales experience.
Benefits
Comp & perks- Health Insurance
- Retirement Plan
- Disability benefits
- Paid Time Off program
- Competitive total rewards package
- Work flexibility
- Support, coaching, and training
