Pre Sales Consultant (Life & Pension)

The Life & Pension Pre Sales Consultant is a specialist role within Sapiens’ Insurance Practice, responsible for supporting the preparation and delivery of compelling, tailored demonstrations of the Sapiens Life Platform and CoreSuite for Life & Pension (L&P). Working closely with regional Sales teams and the broader Insurance Practice, this role plays a critical part in driving new business acquisition across EMEA and APAC by translating prospect requirements into powerful platform demonstrations and proof-of-concept engagements.

Demo Preparation & Delivery

• 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, including product types (life, pension, annuity, protection).
• 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.

Bid & RFx Support

• Collaborate with Sales, Insurance Practice, and R&D to produce high-quality, differentiated bid responses within required timelines.

Solution Architecture & Discovery

• 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.

Sales Enablement & Regional Alignment

• 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.

Proposition & Product Input

• 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.

Essential

• 5-10 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.

Desirable

• 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.

Customer Focus

Understands and anticipates customer needs; builds credibility in presales engagements.

Solution Thinking

Able to connect prospect requirements to platform capability in a compelling way.

Collaboration

Works effectively across Sales, Practice, Product, and R&D teams.

Commercial Awareness

Understands the sales cycle and contributes actively to pipeline progression.

Adaptability

Comfortable operating across multiple geographies, cultures, and prospect contexts.

Attention to Detail

Delivers accurate, high-quality presales content and documentation.