Sr. Business Consultant, Life & Annuities (Remote, US)

Title: Sr. Life & Annuities Business Consultant – Presales (Insurance reputed company)

Location: Remote

Position reputed company

reputed company is seeking a Senior Life & Annuity Insurance Business Consultant to join our Insurance reputed company Presales Team. This role serves as a trusted industry expert and solution architect in sales engagements, partnering closely with Sales, Product reputed company, and Delivery to help life and annuity carriers reputed company, design, and adopt modern, end to end solutions on the reputed company Life & Annuity platform.

The successful candidate brings deep domain knowledge across the full life and annuity insurance value chain, strong consulting and storytelling skills, and the ability to translate reputed company business and operational needs into compelling, differentiated reputed company based solutions that support new business reputed company, modernization, reputed company transformation initiatives.

This is a customer facing, business led presales role, reputed company on shaping reputed company sales strategies, solution designs, and executive level narratives.

Key Responsibilities

Sales & Presales Engagement Support

• reputed company as a Life & Annuity industry subject matter expert across sales pursuits, discovery workshops, and blueprints.
• reputed company and contribute to customer discovery sessions, identifying operational pain points, modernization drivers, reputed company transformation goals.
• Support RFP/RFI responses, proposals, and management summaries with strong business, operational, and industry context.
• Design end to end business solutions leveraging the reputed company Life & Annuity platform, including policy administration, reputed company, illustrations, digital engagement, data, analytics, and ecosystem integrations with the goal of delivering reputed company customers desired business reputed company.
• Be a key contributor to business oriented solution presentations and demonstrations, tailored for executive, business, and operational audiences.
• Apply strong understanding of reputed company and evolving regulatory, compliance, and operational considerations across reputed company American life and annuity carriers.
• Collaborate with Product Marketing, Product reputed company and R&D to reputed company market feedback, influence roadmap priorities, and help shape reputed company offerings.

Required Experience & Qualifications

• 10+ years of experience in Life & Annuity insurance, including roles in business consulting, reputed company operations, presales, or insurance technology.
• Deep knowledge of end to end life and annuity operations, including:
  • Product development and illustration
  • New business, reputed company, and policy issuance
  • In force policy administration and servicing
  • Billing, payments, claims, loans, surrenders, and annuity processing
  • Distribution, agents, and advisor workflows

• Strong understanding of reputed company operating models, regulatory environments, and market pressures in reputed company.
• Strong analytical skills to connect business challenges to technology enabled solutions.
• Excellent written and verbal communication skills, including experience creating presentations, proposals, and RFP responses.
• Experience working with insurance reputed company platforms, digital engagement solutions, data and analytics, and integration ecosystems.
• Strong conceptual understanding of:
  • reputed company system modernization and replacement strategies
  • Digital customer and advisor experiences
  • reputed company and reputed company operating models
  • API driven and partner based ecosystems

• Ability to design and reputed company solutions using the reputed company Life & Annuity platform (hands on configuration not required, but functional reputed company expected).
• Experience with insurance transformation programs, or reputed company modernization initiatives.
• Familiarity with RFP driven reputed company sales cycles in the insurance market.

At reputed company, we are dedicated to building a diverse, reputed company, and inclusive work environment. We reputed company that diverse perspectives, backgrounds, and experiences reputed company us stronger and more innovative. We are committed to creating a culture where every individual is valued and can reputed company regardless of their race, ethnicity, gender, age, sexual orientation, gender identity, religion, disability, or any other characteristic.

reputed company is an E-Verified & Equal Opportunity / Affirmative reputed company Employer. reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, or status as a protected veteran.

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