About the Role
The Life & Pension Pre Sales Consultant is a specialist role responsible for supporting the preparation and delivery of tailored demonstrations of the Sapiens Life Platform and CoreSuite for Life & Pension. This role plays a critical part in driving new business acquisition by translating prospect requirements into powerful platform demonstrations and proof-of-concept engagements.
Responsibilities
- Lead the preparation and delivery of tailored demonstrations of the Sapiens Life Platform and CoreSuite for L&P to prospective clients across EMEA and APAC.
- Configure the CoreSuite demo and presales environment to reflect individual prospect requirements and use cases.
- Develop and maintain scenario-based demonstration scripts aligned to common L&P market challenges and buyer personas.
- Support Proof-of-Concept (POC) engagements, including scoping, configuration, delivery, and documentation of outcomes.
- Ensure demo environments are current, stable, and reflect the latest product releases; coordinate with R&D and Product teams on environment readiness.
- Collaborate with Sales, Insurance Practice, and R&D to produce high-quality, differentiated bid responses within required timelines.
- Participate in and support Discovery and Blueprint engagements, helping to define the scope of the Sapiens solution to meet prospective or existing customer needs.
- Define and document proposed solution architectures for L&P prospects, incorporating the Sapiens Life Platform, CoreSuite, and relevant ecosystem components.
- Support the estimation process for commercial scoping, ensuring that proposed solutions are technically feasible and commercially sound.
- Provide input into product solutions designed to meet specific market or regulatory requirements, working collaboratively with R&D and Insurance Practice colleagues.
- Act as the presales technical resource for L&P opportunities across assigned regions, partnering closely with regional Sales Managers and Account Executives.
- Support regional sales alignment by attending and contributing to pipeline reviews, opportunity qualification, and customer-facing engagements.
- Contribute to the development and maintenance of presales assets, including demo scripts, use case libraries, capability matrices, and standard presentation materials.
- Provide internal guidance and training to Sales colleagues on L&P product capability and demonstration best practices.
- Provide structured feedback from prospect and customer interactions to inform the product roadmap and R&D prioritisation.
- Participate in design reviews and approval processes for new R&D roadmap developments relevant to the L&P market.
- Collaborate with the Insurance Practice and Product teams to define functional capabilities required to support the strategic direction of the Sapiens L&P proposition.
Requirements
- 3-5 years of experience in a presales, solution consulting, or technical sales role within the insurance software or insurtech sector.
- Strong working knowledge of Life & Pension insurance products, operations, and technology platforms – including policy administration systems (PAS).
- Proven ability to configure, prepare, and deliver high-quality software demonstrations to senior insurance executives.
- Demonstrate ability to leverage AI tools and platforms to develop and articulate compelling value propositions for AI-driven strategies within life insurance administration solutions, translating complex capabilities into measurable business outcomes for clients and stakeholders.
- Experience supporting RFI/RFP processes.
- Excellent communication and presentation skills; confident engaging with C-suite, business, and technical stakeholders.
- Ability to translate complex business requirements into clear, structured solution narratives.
- Self-motivated, organised, and able to manage multiple concurrent presales engagements.
- Experience in working in a Life and Pensions Insurer, possibly in an operational capacity.
- Hands-on experience with Sapiens CoreSuite for L&P or Sapiens Life Platform.
- Familiarity with insurance regulatory frameworks across EMEA and APAC markets.
- Experience working within a global or matrix organisation.
- Exposure to Wealth, Retirement, or Protection product lines.
- Knowledge of insurance ecosystem components including digital engagement, reporting, and analytics platforms.
- Understands and anticipates customer needs; builds credibility in presales engagements.
- Able to connect prospect requirements to platform capability in a compelling way.
- Works effectively across Sales, Practice, Product, and R&D teams.
- Understands the sales cycle and contributes actively to pipeline progression.
- Comfortable operating across multiple geographies, cultures, and prospect contexts.
- Delivers accurate, high-quality presales content and documentation.
Skills
- AI tools and platforms
- Communication skills
- Presentation skills
- Solution architecture
- Product demonstrations
- RFI/RFP processes
- Customer needs analysis
- Solution thinking
- Collaboration
- Commercial awareness
- Adaptability
- Attention to detail
Location
- Cardiff (Hybrid Flexible)
- London (Hybrid Flexible)
Work Type
- Hybrid Flexible
Experience Level
- 3-5 years
About the Company
- Sapiens is a leading global provider of software solutions for the insurance industry, with a focus on life, pension, and annuity, as well as property and casualty and financial services.
