3 дня назад
Sales Director, Insurance (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sales Director, Insurance (Fintech): Driving growth of an annuity and life insurance platform by winning enterprise clients and expanding distribution across U.S. channels with an accent on strategic sales, distributor relationships, and platform adoption. Focus on negotiating and onboarding distributor partners, identifying new market opportunities, and shaping product enhancements through client and industry insights.
Location: Cincinnati, OH, United States
Company
develops a fintech platform for broker-dealers, RIA offices, private banks, institutional investors, and retail investors to research, purchase, and manage alternative investments and annuities.
What you will do
- Lead strategic sales and relationship development with U.S. annuity and life insurance distribution firms, including IMOs and BGAs.
- Serve as the primary executive interface for distributor partners, leading commercial negotiations and onboarding.
- Identify and execute new distribution opportunities to expand the annuity and life insurance platform.
- Build relationships with industry thought leaders and partners while monitoring competitive dynamics, product innovation, and regulatory shifts.
- Partner with product, technology, operations, and compliance teams to support onboarding, client success, and platform adoption.
- Represent Luma at industry events, conferences, and client forums and provide feedback for product and workflow improvements.
Requirements
- 7+ years of experience in annuity or life insurance sales, distribution, fintech platforms, or relationship management.
- Proven success driving annuity flows and building scalable distributor relationships in a B2B environment.
- Strong knowledge of annuity products, including FIAs, RILAs, VAs, and fixed annuities, as well as life insurance products and carrier dynamics.
- Experience working with broker-dealers, banks, IMOs, and BGAs.
- Exceptional communication, presentation, negotiation, and senior stakeholder influencing skills.
- Bachelor’s degree in Business, Finance, or a related field, with the ability to work effectively in a fast-paced, entrepreneurial, and collaborative environment.
Nice to have
- Series 6, Series 7, or Series 63 license.
- Relevant industry designations.
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