Presales Consultant
Central Hong Kong, HK

Position Responsibilities / Requirements

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

    FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients.

    For specific information on how FIS protects personal information online, please see the FIS Online Privacy Notice.

    FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics.

    The EEO is the Law poster is available here and here

    For positions located in the US, the conditions below apply. If you are made a conditional offer of employment, you will be required to undergo a drug test and background check (including criminal record check) ADA Disclaimer : In developing this job description care was taken to include all competencies needed to successfully perform in this position.

    However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation.

    All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

    As part of the selection process this role may require an assessment to determine suitability

    Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies.

    FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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