Insurance Data Presales Consultant

Job Type: Permanent
Industry: Technology
Reference: 33813
Job Published: May 12, 2021
  • Presales / Data Scientist
  • Insurance background
  • Regional role


The Insurance Data Pre-Sales Consultant is responsible for providing assistance to the sales team in identifying clients’ needs, proposing and demonstrating the insurance solutions and works in conjunction with the Sales Executives to pursue high value software and services sales and business development opportunities within ’s current and prospective client base to achieve or exceed yearly sales goals, increase market share and maximize profits. For this specific role, data management for insurance solution is the focus.

The Pre-Sales Consultant works closely with ’s sales executives plus Product Development and Global Services to help identify, develop, and deliver sales of the insurance solutions. He also can be working as a team with the regional Sales and Pre-Sales for the same objective. He is responsible for developing and managing the clients technical and end user relationships and assisting sales executives in selling the strategic vision at c-level to board level as required. PreSales

In conjunction with Sales Executives, manage and control the sales cycle from initial prospect contact, client needs analysis, solution presentation, RFP/client proposals, product specification, completion of proposals and PS delivery co-ordination

Develop and articulate insurance solution to clients through presentations demos, workshops and POCS

Maintain an effective presence at industry events, conferences, seminars and trainings as required.


  • Support insurance clients in APAC/MEA with a strong focus in Greater China
  • Location will be based in Hong Kong. Candidates in mainland China and Taiwan will also be considered
  • Around 25% of travel will be required
  • Overlook data management for insurance solution suite including data conversion, data warehousing, integration/consolidation and business reporting
  • Develop new data solution for offerings possibly with third party products to bring highest value to customers
  • Ability to be customer technical focal point and co-ordinate with other company’s resources regionally and locally
  • Assume the role of trainer for internal staffs who is supporting the insurance business
  • Maintain expertise in related data solution relative to industry trends, competition, and customer needs
  • Maintain expertise relative to the function and technology of the insurance product offering in order to represent and sell effectively.

Technical skills:

  • In depth understanding of database and data warehouse techniques
  • A high level of mathematical ability with strong ability to analyse, model and interpret data
  • Deep knowledge in programming languages including SQL
  • Knowledge in data visualization tools such as Tableau is very much preferred
  • Experience on insurance actuarial and financial management software will be an advantage

Education and Experience:

  • Must at least be Bachelor Graduate in Computer or Business Studies
  • Must have at least 8-10 years of experience working in technology firms, financial institutions and/or business consultancy companies
  • Fluency in both English and Mandarin is required
  • Outstanding verbal and written communication skills
  • Team player with a strong sense of ownership