Overview:
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.
Responsibilities:
To proactively identify, engage, close, and strategically manage opportunities for our market-leading and innovative products within the Financial Services sector. The role is focused on building and maintaining a strong, visible sales pipeline, and effectively communicating progress and success. You will be responsible for establishing and nurturing executive-level relationships, driving adoption of iPipeline solutions, and contributing significantly to our ambition to be the market leader in our target segments.
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Achieve annual sales targets across all relevant iPipeline product lines, with a focus on financial services and insurance.
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Drive growth in the protection sourcing portal (Portal) market through new logo acquisition and upselling product add-ons.
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Lead and be accountable for targeted lead generation activities to penetrate key organisations.
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Qualify opportunities accurately to ensure efficient use of sales resources.
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Align and execute the Portal sales strategy in line with the broader business and global plans.
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Communicate complex ideas, challenges, and solutions clearly and effectively.
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Manage pre-sales resources and contribute to the development of compelling investment justification materials.
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Engage confidently with C-level executives to advance sales opportunities.
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Proactively manage key stakeholders within assigned accounts.
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Provide accurate sales reporting and forecasting to support planning and decision-making.
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Represent iPipeline professionally, promoting our values and vision to prospects and the wider industry.
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Collaborate with the Product Team to help shape product roadmaps and requirements.
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Work closely with Product and Marketing Teams to define go-to-market strategies.
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Attend and, where appropriate, speak at industry events and seminars.
Qualifications:
- Proven experience in sales within the financial services sector, with a strong track record of securing new business.
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Demonstrated success in negotiating and closing deals.
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Ability to build, influence, and maintain relationships with senior executives and key stakeholders.
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Deep understanding of the Life, Pensions, and Investments industry, including relevant technologies—ideally with experience in policy administration systems and e-signature solutions.
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Strong grasp of consultative selling techniques, with the ability to collaborate across the client’s buying network to shape tailored solutions.
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Excellent interpersonal and presentation skills, with a professional and diplomatic approach.
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Self-motivated, results-driven, and able to work independently to achieve goals.
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Capable of leading bids and contributing effectively as a team member—motivating and supporting colleagues to deliver success.
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Willing to travel extensively within the UK
Benefits:
We offer a competitive compensation and benefits package, opportunities for career growth, Pension plan with company-matched contributions, generous time off and flexible work/life balance, an employee wellness program, and an awards and recognition program – all in a creative, fast-growing, and innovative company.
