Drive net-new revenue growth by prospecting and closing enterprise software deals within the life insurance and annuity markets
Develop and execute territory and account plans targeting policy administration modernization, digital transformation, and core system replacement initiatives
Engage at multiple levels — from business (Operations, Policy Admin, Underwriting, Claims, Distribution) to IT and C-suite
Lead discovery sessions to understand client challenges across policy lifecycle management, billing, claims, and customer experience
Partner with solution consultants, product, and delivery teams to craft compelling, value-driven proposals and RFP responses
Manage a complex sales cycle from initial contact through contract negotiation and close, often 6–12 months in duration
Maintain accurate pipeline forecasting and CRM hygiene
Represent the company at industry conferences and forums (LIMRA, InsurTech Connect, etc.)
Stay informed on industry trends, regulatory changes, and emerging technologies impacting life insurance operations

12+ years of enterprise software sales experience (preferably SaaS, policy admin systems, or insurance technology)
Demonstrated success in selling core insurance systems, policy administration platforms, or digital transformation solutions to insurance carriers
Deep understanding of life and annuity business processes —New Business, underwriting, policy issuance, claims, billing, commissions, agent portals, and customer service
Strong network within the life insurance industry — executives, operations leaders, and IT stakeholders
Proven ability to develop and close six
to seven-figure deals
Excellent communication, presentation, and executive engagement skills
Experience with consultative and value-based sales methodologies (e.g., MEDDIC, Challenger, SPIN)
Bachelor’s degree in Business, Finance, or a related field (MBA preferred)
Prior work with major life insurance policy and core software vendors
Familiarity with policy administration modernization projects or legacy system migrations
Experience coordinating with system integrators (SIs) or consulting partners
Understanding of ERP Systems and back-office operations
Proven communication and presentation skills in English language and ability to maintain solid network and relationships
Ability to travel domestically and internationally up to 50%

A place where individuals are equally valued and where diversity and cultural differences are cherished
A global team of highly respected SAP and industry experts where you can make a difference
The chance to be a part of a continuously growing business
Competitive salaries and a broad range of benefits

Associate Director, Life Policy Management

Key skills