As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry’s largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience – from proposal to commission– so they can help better secure the financial futures of their clients. At iPipeline, you’ll play a major role in helping us to provide best-in-class, transformative solutions. We’re passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion. We’re proud that we’ve been recognized as a repeat winner of various industry awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we’ve built for our nearly 900 employees around the word is exceptional and we’ve created a place where our employees love to come to work, every single day. Come join our team About iPipeline Founded in 1995, iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500®, and Fortune 1000® indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows – from quote to commission – with seamless integration. Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry. iPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status. We are committed to building a supportive and inclusive environment for all employees. This is an office-based position. The proactive identification, engagement, closure and strategic management of our market leading and innovative products within the Financial Services sector. To generate, build, maintain and communicate a robust and tangible sales pipeline to track and plot your success. Establishing and managing executive relationships and maximizing penetration of iPipeline products to the above market segments, contributing significantly to the ambition to growiPipeline as the leader in our target markets. To achieve annual quotas for all relevant iPipeline product lines particularly focused on financial services and insurance Responsible for generating growth across the portal market, including product add-on sales and generating new logo sales Undertake and be accountable for lead generation activities which drive penetration of target organisations Accurately assess and qualify opportunities to ensure sales effort and resource is expended effectively. Be accountable for the alignment and execution of the Portal sales strategy, as part of the wider business plan and global strategy Ability to communicate complex ideas, problems and solutions. Manage pre-sales resources and input to create collateral to justify investment in iPipeline products and services. Engage and work confidently with “C” level executives to progress sales opportunities. Proactive management of key stakeholders in allocated accounts Produce accurate reporting and forecasts to support the sales process and plan To act as a professional ambassador for iPipeline communicating company ethos to prospects and the wider industry Work closely with the Product Team to help establish roadmaps and requirements. Work closely with Product and Marketing Teams to establish marketing and go to market strategies Attend and where appropriate speak at industry events and seminars. Demonstrable experience of sales within financial services Proven track record of new sales Excellent negotiation skills Proven ability to influence and develop relationships with senior executives. Must have in depth knowledge of Life, Pensions and Investments industry including technology and ideally policy administration systems and e-signature. Understanding of consultative selling techniques and demonstrate the ability to work with colleagues in the client’s buyer network to craft solutions. Excellent interpersonal skills and personal presentation, displaying tact and diplomacy. Self-starter, highly motivated and driven to succeed. Ability to work as a bid leader and team member, to lead, motivate and encourage colleagues to deliver winning proposals. Willing to travel extensively within the UK