VP, Wealth and Insurance Solutions - USA

Pipeline Generation & New Business Development:

• Proactively build, qualify, and manage a pipeline of net-new Life & Annuity carrier opportunities across the USA named accounts.
• Deploy structured strategies for securing new insurance carrier accounts using personal network, alliance channel activation, and event marketing.
• Leverage Equisoft's Oracle partner relationships to source introductions and co-sell referrals.

Sales Execution — Full Cycle Ownership:

• Lead the complete enterprise sales cycle from prospecting through commercial close, including discovery, solution positioning, and negotiation.
• Build carrier-specific value propositions and navigate multi-stakeholder buying committees within large organizations.
• Coordinate internal resources and manage Proof of Concept engagements to maintain deal momentum.

Alliance & Partner Management:

• Build and maintain active local working relationships with Oracle Prime and Co-prime partner representatives across USA named accounts.
• Co-develop joint go-to-market activities and partner-influenced deal strategies.
• Identify and develop relationships with regional system integrators and consultancies as pipeline sources.

Customer Relationship Management & Post-Sale:

• Maintain strong relationships with insurance carrier accounts post-close, working alongside Account Management to ensure customer success.
• Transition relationships to Account Management and support identification of expansion ARR opportunities.
• Maintain accurate pipeline records in HubSpot CRM and provide market intelligence to internal teams.