The Technical Consultant– Customer Engagement is responsible for institutional B-2-B sales between LIMRA and third party companies, existing and new customers. The incumbent will work closely with LIMRA member firms to identify opportunities where LIMRA’s commercial research offerings could be of benefit to their companies. Additionally, the incumbent, working under the direction of the leadership team, will be tasked to target new companies that are future candidates for LL Global’s enhanced consumer research capabilities, strategic consulting and predictive consumer analytics. The primary measure of the incumbent’s performance and annual financial reward will be based on sales and institutional client feedback from consultative engagements during the period of the engagement. Developing target prospects, assuring that clients understand and act on data insights delivered, and instilling client confidence in LIMRA / LL Global is paramount.

Responsibilities:

• Learn the LIMRA Commercial Research portfolio of offerings to become fully proficient in the technology and process by which we assemble direct and indirect data, to be able to inform existing and prospective clients.
• Develop cogent and revealing presentations, PowerPoint and webinar-based formats, with scripts, designed to inform existing and prospective institutional clients about our Commercial Research capabilities, benefits and output.
• As demanded, travel to visit assigned clients, to present consumer survey information, including raw results, benchmarks, competitive comparisons and LIMRA observations about how the client companies may make changes to move consumer sentiment, understanding and propensity to purchase in desired directions.
• This position teams up with LIMRA Research, Client Services and product team members, to provide information about markets, client requirements, research ideas, etc., and maintaining an activity diary summarizing new sales activities, meetings with prospects, and identification of specific business decision makers in target companies.
• Negotiates new client contracts and closes new business. Pricing decisions are standardized, and modifications, if any, are subject to approval by senior management.
• The incumbent must be in touch and informed about third-party competitor organizations conducting consumer surveys and related research; regarding LIMRA’s differentiated capabilities; and about use of competitors by LIMRA Member and Affiliate firms.
• Contribute ideas for new product development or analytical features based on discussions with existing and prospective clients, and information gathered about competitor’s offerings.
• Participate in Customer Engagement User Group, Customer Engagement and consumer insight conferences, committees and study groups, and appropriate LIMRA conferences, and in related communications. Engage the assigned Customer Engagement clients with relevant publications and research, including leveraging social media channels to provide insights and up-to-date information.
• Act as a relationship manager with assigned institutional clients at the mid- and senior executive management level.
• Participate in the design / development of new surveys, enhancements to the Customer Engagement platform, and evaluation of new third party on-line and web-based survey platforms.
• Provide feedback and insight to our Data Architect, Data Engineers, and Production and Client Services personnel regarding institutional customer experience, system performance matters.
• Arrange ad hoc calls and meetings from assigned client companies with LIMRA research professionals to enhance access to Research and insights.

• Qualifications
  
  The ideal candidate is a confident and highly experienced sales technician whose background must include successful mid- to senior management experience in the insurance, asset management or financial services industry. The individual demonstrates by experience a competency with business-to-business sales and consultative engagement, an ability to persuade executive buyers from multiple functional leadership areas that the Customer Engagement platform will meet strategic and tactical requirements of the target company. Candidates must demonstrate an ability to present and position complex products for sale to senior institutional purchasers.
  
  Experience and enthusiasm for applying consumer data science with actionable recommendations for client companies that produces reasonably predictable results is desirable.
  
  Candidates with meaningful years of experience in a financial services, insurance or asset management firm, or alternatively with a consumer research organization, consulting company or market survey firm dealing with the spectrum of consumer research activity – including B-2-B sales is required. Individuals with experience understanding the institutional purchasing process within insurance and financial
  
  Candidates must have a 4-year college degree in a relevant field. The ideal candidate will have experience in B-2-B sales of sophisticated information platforms and / or consulting background, including demonstrated ability to present in front of executive prospects and actual clients with mastery. Credentials in the insurance, asset management and/or financial services industry are a strong plus.

Position is based in Windsor, CT.