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Presales Consultant

1-3 Years
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  • Posted 12 hours ago
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Job Description

Company Description

360F is the innovation powerhouse of financial advisory. At 360F, we are the driving force behind innovative financial advisory solutions that transform the industry as we know it. With our ecosystem of cutting-edge SaaS-based microservices and low-/no-code transformation technology, we empower our clients with the tools they need to maximize financial wellness.

Our team of experts in behavioral economics work tirelessly to ensure that our solutions are not just about pushing products, but rather about creating a comprehensive approach that considers every aspect of a client's financial well-being. By leveraging our underlying no/low-code technology, we are able to accelerate time-to-market by a staggering 90%, while also reducing budget overruns and risks.

Our unwavering commitment to excellence has not gone unnoticed, as we are honored to be ranked 29th in the Financial Times High-Growth Companies Asia Pacific 2022 Top 500, and 6th in The Straits Times Singapore's Fastest Growing Companies in 2022. Additionally, we have been recognized as one of the top 20 companies in the 2019 Global Fintech Hackcelerator organized by the Monetary Authority of Singapore, as well as the winner of the Insurance vertical in the 2020 Hong Kong Fintech Week's Global Fast Track Programme.

As a profitable B2B enterprise software company with a presence in Singapore, Malaysia, Thailand, and the Middle East, we are constantly striving to scale growth to the next level. That's why we're seeking ambitious and diligent talents who share our passion for innovation and excellence to join us on this exciting journey. Together, we can continue to transform the financial advisory industry and make a real difference in the lives of our clients.

THE WORK CULTURE

At 360F, we pride ourselves on our unwavering commitment to excellence and our dedication to forging partnerships that set the industry standard. Every member of our team is valued, and we recognize that each and every piece of work is integral to our success. We hold ourselves accountable to the highest standards, and we never make promises we can't keep.

We believe that the key to our success lies in the people we hire, and we are constantly seeking out self-starters, committed individuals, and forward-thinkers who share our vision for transforming the financial services industry. With multiple first-ever achievements under our belt, we are proud to be at the forefront of innovation and change.

Our hiring process is deliberately selective, as we recognize the importance of assembling a team of talented and driven individuals who are committed to our mission. We are confident in our abilities and the quality of our work, and we reward our team members generously and fairly, with guaranteed bonuses and other incentives.

Join us at 360F, and be part of a team that is passionate about innovation, excellence, and driving real change in the financial services industry.

WHAT YOU WILL DO

As a Presales Consultant, you will be the trusted bridge between 360F and our prospective clients across the insurance and financial advisory landscape. You will engage decision-makers, qualify opportunities, and translate the features of our insurance related solution into clear, compelling client value. Acting as a key brand ambassador, you will support the early stages of the sales cycle, shape persuasive demonstrations and proposals, and help convert interest into a healthy, well-qualified pipeline.

RESPONSIBILITIES

Client Engagement & Brand Representation

  • Act as a key brand ambassador for 360F, engaging and impressing prospective clients across insurers, banks, and financial advisory firms throughout Singapore and the wider region
  • Build rapport and credibility with prospects, from frontline distribution leaders to senior operational and C-level stakeholders
  • Represent 360F professionally at meetings, demonstrations, industry events, and online touchpoints, consistently conveying a polished and trustworthy image

Presales & Solution Consulting

  • Quickly learn the technicalities of 360F's SaaS based microservices and no/low-code platform, and translate them into clear, tangible client benefits
  • Prepare and deliver compelling product demonstrations, presentations, and proof-of-value sessions tailored to each prospect's needs
  • Understand client pain points and business objectives, and map them to relevant 360F solutions and use cases
  • Support the preparation of proposals, responses to RFPs/RFIs, and other presales collateral with accuracy and commercial awareness

Lead Qualification & Pipeline Management

  • Qualify inbound and outbound leads, assessing fit, intent, and readiness to progress within the sales cycle
  • Support and nurture the early stages of the sales cycle, ensuring a smooth handover to senior sales and commercial stakeholders
  • Maintain accurate records of opportunities, interactions, and next steps in CRM and related sales tools
  • Contribute to a healthy, well-qualified pipeline and provide timely feedback to the product and commercial teams

REQUIREMENTS

  • Relevant experience in presales, business development, agency or bank distribution, client acquisition, or B2B sales, with a depth of expertise typically built over several years
  • Ex-insurance agent (AIA, Pru, GE) with 1–3 years agency or bank distribution experience, already knows distributor workflows, product logic and the MAS regulatory landscape from within the industry
  • Based in Singapore and able to work on-site as required, with the ability to start at short notice
  • Open to either a full-time or a flexible part-time working arrangement
  • Polished presenter who can translate technicalities features into client value, ideally someone who's run group/corporate policy pitches or competed in agency conventions
  • Highly self-motivated and results-driven, with a consistent record of meeting and exceeding growth targets
  • Proficient with modern workplace tools, including advanced Excel and AI prompting
  • Strong client-facing presence, able to act as a credible brand ambassador who engages and earns the confidence of prospective clients
  • Able to quickly learn product technicalities and translate them into clear client benefits
  • Solid grasp of the qualification and early sales-cycle stages, with the discipline to support effective pipeline management
  • Familiarity with insurance or financial advisory distribution models, workflows, and the regulatory environment is a strong advantage
  • Able to work effectively in a fast-paced, high-growth fintech/insurtech environment with evolving priorities

Please submit your resume to [Confidential Information]

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Job ID: 148941359

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