Field Solution Consultant - Agency (Remote) at Vertafore

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$80,000-$95,000 + Commission

Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships.

Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success.

Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better.

We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India.


Solution Consulting is an integral part of the sales team. We partner with the sales executives by uncovering and understanding initiatives of the customer and communicate the best solution for success. We are best known for our diligent preparation and our ability to deliver above industry standard presentations while communicating the value of Vertafore's solutions. It is all about value and working on a team that strives to be the best they can be and exceed our customer's expectations with industry and product knowledge. The team works with new and existing customer's and supports the Inside, Field, and Strategic sales teams for the Agency business.

The role of Solution Consultant is comfortable with frequent travel that partners with our Field and Strategic sales teams to work with agencies across the country. The ideal candidate is an industry expert that exhibits excellent presentation skills and must be comfortable presenting competitive situations.

· Team Player, Role Model & Collaborator

· The Vertafore Solution Consulting model is a team approach. Team culture is our number one priority.

· A Solution Consultant is an integral supporting member of the sales team

· A Solution Consultant will work with multiple stakeholders to develop competitive positioning for our solutions.

· A Solution Consultant has a positive and ambitious attitude.

· Presentation Skills

· A Solution Consultant presents in all professional settings from executive to middle-management to end-user levels.

· When presenting, it is crucial that you can relate the value of the solution to specific audience priorities.

· Ability to deep dive into the solution for end-user day to day operations.

· A Solution Consultant has strong demo technique; delivering a clear and concise message.

· Creative Problem Solving and Strategic in their Approach to Winning Business

· To work as part of the sales-team to put together a meaningful and strategic presentation for prospects and customers.

· Ability to cultivate internal and external relationships and intuitively leverage resources in customer engagements.

· Great attention to detail and documentation.

· Product & Industry Expertise

· A Solution Consultant is responsible for product knowledge across the entire agency suite of solutions.

· Ability to ramp-up on products, value and releases quickly.

· To be a student of the industry in constant mode of learning

· To be a consultant to our customers and prospects on driving change with the use of technology.

· Cross-Departmental Collaboration

· Partner with Marketing, Product and Customer Success on regular basis.

· Voice and advocate of our customer base with the ability to communicate information gathered from the field.

· Insure proper handoff to post sales activity to insure a successful implementation

-It is the responsibility of the Solution Consultant to understand the needs of the agency and document the needs of the agency.

-To communicate and document agency needs through implementation and training for customer success.

The Ideal Candidate

  •  3 + years pre-sales or consulting experience in enterprise software or related field 
  • Insurance experience preferred
  • Experience with Vertafore products preferred
  • Technical skills including Microsoft suite (Excel, Word, PowerPoint)
  • Strong knowledge of Business Intelligence solutions
  • Able to perform and present in high stress situations
  • Bachelor's Degree preferred or equivalent experience 


  • Up to 80% travel, all domestic
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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • SqlLanguages
    • ReactLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • AWS (Amazon Web Services)Frameworks


Great location in the heart of downtown Denver just a block away from the RTD lightrail.

What are Vertafore Perks + Benefits

Volunteer in local community
Vertafore offers employees 1 paid day to volunteer at the non-profit of their choice.
Friends outside of work
Eat lunch together
Intracompany committees
Vertafore offers opportunities to join several committees, including Women of Vertafore, LGBTQ+, etc.
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Highly diverse management team
Unconscious bias training
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Vertafore employees can contribute up to $2750 annually to their FSA.
Disability Insurance
Disability insurance covers 100% of annual salary for up to 90 days of disability.
Dental Benefits
Our dental plan covers $1500 of expenses per person.
Vision Benefits
The vision benefits plan covers 100% for annual eye exams with $175 for glasses or contact lenses.
Health Insurance Benefits
Vertafore offers three different health plans to meet the needs of our employees.
Life Insurance
Pet Insurance
We offer a Pet Insurance plan through Nationwide.
Wellness Programs
Onsite Gym
Team workouts
Vertafore's team fitness initiatives include in-office yoga, a partnership with Planet Fitness, and other recreational team sports.
Mental Health Benefits
Retirement & Stock Options Benefits
401(K) Matching
Vertafore provides employees with a 401(k) matching plan managed by [provider]. We match up to 50% of contributions up to 3% of an employee's annual gross pay.
Employee Stock Purchase Plan
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Vertafore provides up to 6 weeks of parental leave for the primary caretaker. We also provide 6 weeks of leave for the secondary caretaker.
Family Medical Leave
Adoption Assistance
We reimburse up to $2,500 for eligible adoption expenses and 6 weeks of paid leave.
Company sponsored family events
Vertafore sponsors family oriented events semi-annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Vertafore hosts company outings annually.
Game Room
Stocked Kitchen
In various areas of the office, Vertafore provides weekly fresh fruit services, bagels and donuts on specified days, as well as snacks and drinks.
Some Meals Provided
We provide free breakfast on Mondays and Fridays.
Happy Hours
Recreational Clubs
Vertafore sponsors recreational clubs that include sports, board games, video games, book clubs, etc.
Home Office Stipend for Remote Employees
Professional Development Benefits
Tuition Reimbursement
Our tuition reimbursement plan offers an annual max of $5,250.
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Vertafore's mentorship framework is an independently led experience between a mentee and a mentor. Resources are ongoingly provided to start this relationship and keep it successful & valuable.
Online course subscriptions available

Additional Perks + Benefits

We felt like the stretch of no three day weekends from Feb - May was too long, so we added our own holiday! We celebrate Vertafore Rest and Recharge day in April, and the whole company has a long weekend.

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