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About the Role
Luma Financial Technologies is seeking a high-performing, strategic sales leader to drive continued growth of Luma’s Insurance platform across key distribution channels. This role will focus on expanding Luma’s footprint by winning new enterprise clients and will play a central role in scaling Luma’s Insurance business.
Responsibilities
- Lead strategic sales and relationship development with Life Insurance distribution firms across the U.S.
- Serve as the primary executive interface for distributor partners, driving commercial negotiations and onboarding.
- Partner cross-functionally with product, technology, operations, and compliance teams to ensure seamless onboarding and ongoing client success.
- Identify and execute new distribution opportunities to expand Luma’s Life Insurance platform reach.
- Build and maintain strong relationships with influential industry thought leaders and partners.
- Monitor competitive dynamics and industry trends to refine Luma’s positioning.
- Act as the voice of the client, providing actionable feedback to inform product development, platform enhancements, and workflow optimization.
- Champion Luma’s commitment to transparency, efficiency, and education within the life ecosystem.
- Represent Luma at industry events, conferences, and client forums to strengthen brand presence and market credibility.
Requirements
- 7+ years of experience in life insurance sales, distribution, fintech platforms, or relationship management.
- Proven track record of driving life insurance flows and building scalable distributor relationships in a B2B environment.
- Strong understanding of life insurance products, distribution channels, and carrier dynamics.
- Experience working with broker-dealers, banks, BGAs and IMOs.
- Exceptional communication, presentation, and negotiation skills with the ability to influence senior stakeholders.
- Ability to operate effectively in a fast-paced, entrepreneurial, and collaborative environment.
- Must be legally authorized to work in the United States without current or future sponsorship.
Skills
- Life insurance sales
- Distribution
- Fintech platforms
- Relationship management
- Commercial negotiations
- Client onboarding
- Product development
- Platform enhancements
- Workflow optimization
- Communication
- Presentation
- Negotiation
Location
- United States
Work Type
- Full-time
Experience Level
- 7+ years
Education Level
- Bachelor's degree in Business, Finance, or related field
- Life & Health License - Series 6/7/63 is a plus
- Other designations is a plus
About the Company
- Luma Financial Technologies is seeking a high-performing, strategic sales leader to drive continued growth of Luma’s Insurance platform across key distribution channels.