Presales Consultant
11/F and 19/F, Central Hong Kong, HK

The Pre-Sales Consultant is responsible for providing assistance to the sales team in identifying clients’ needs, proposing and demonstrating the financial solutions for insurance companies (Enterprise Accounting System) and works in conjunction with the Sales Executives to pursue high value software and services sales and business development opportunities within FIS’s current and prospective client base to achieve or exceed yearly sales goals, increase market share and maximize profits.

The Pre-Sales Consultant work closely with FIS’s sales executives, partners plus Product Development and Global / APAC 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 / she 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.


Through direct communication with prospective clients, work with the Sales Executives to gain a thorough understanding of their business needs, system needs, various requirements.

Help develop and articulate the solution to clients

Conduct Proof of Concept via developing some sample portals, interfaces, workflows, rules, etc. to demonstrate the capability of the entire solution

Demonstrate the financial solutions to current and prospective clients

Provide business and technical input to RFP’s, client proposals, etc.

In conjunction with the Sales Executives help manage and control the sales cycle from initial prospect contact, client needs analysis, solution presentation, completion of proposals, delivery schedules and product specifications.

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


Maintain expertise in related insurance industry issues (financial and accounting especially for IFRS17) relative to trends, competition, and customer needs.

Maintain expertise relative to the function and technology of the FIS and partners insurance product offering in order to represent and sell effectively.

He / she will be assuming the role of trainer for internal staff who is supporting the insurance business locally.

Position Requirements :

In depth understanding of financial software application landscape.

Knowledge of the insurance eco-system is a distinct advantage.

Knowledge of the Prophet system a distinct advantage.

Deep understanding of IFRS17 requirements, ERM solutions and services.

Be able to hands on to develop POCs for financial accounting, reporting, business rules, etc.

Outstanding verbal and written communication skills.

  • Team player with a strong sense of ownership.
  • Education and / or Experience :

    Major in financial / accounting will be preferred

    Must have worked in business consultancy -related or any financial system for at least 3 years

    Must have experience in financial / accounting system (preferably insurance related) at least 8-10 years

    With a 50-year history rooted in the financial services industry, FIS™ is the world's largest global provider dedicated to financial technology solutions.

    We champion clients from banking to capital markets, retail to corporate and everything touched by financial services. Headquartered in Jacksonville, Florida, our 53,000 worldwide employees help serve more than 20,000 clients in over 130 countries.

    Our technology powers billions of transactions annually that move over $9 trillion around the globe. FIS is a Fortune 500 company and is a member of Standard & Poor’s 500® Index.

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