Annuities, Ball Grid Array (BGA), Brokerage, Business Development, Business-to-Business (B2B), Competitive Research, Conferences, Cross-Functional, Distribution Channel, Ecosystems, Entrepreneurship, Finance, Industry/Trade Analysis, Insurance Sales, Leadership, Life Insurance, Marketing, Negotiation Skills, Onboarding, Product Development, Product Strategy, Regulations, Relationship Management, Sales, Sales Management, Sales Strategy, Scalable System Development, Series 6, Team Player, Technical Operations
About the role
Luma Financial Technologies is seeking a high-performing, strategic sales leader to drive continued growth of Luma’s annuity & life insurance platform across key distribution channels. As a core revenue driver for the firm, this role will focus on expanding Luma’s footprint by winning new enterprise clients.
This individual will play a central role in scaling Luma’s annuity & life insurance business—partnering closely with distributors, and internal teams to accelerate platform usage, drive flows, and shape the evolution of Luma’s annuity & life insurance offering.
What you'll do
Sales Leadership
- Lead strategic sales and relationship development with annuity & life insurance distribution firms across the U.S., including Independent Marketing Organizations (IMOs) and Brokerage General Agency (BGA's).
- Experience working with broker-dealers, banks, Independent Marketing Organizations (IMOs) and Brokerage General Agency (BGA'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.
Business Development & Market Expansion
- Identify and execute on new distribution opportunities to expand Luma’s annuity & life insurance platform reach.
- Build and maintain strong relationships with influential industry thought leaders and partners.
- Monitor competitive dynamics and industry trends (e.g., FIA/RILA growth, product innovation, regulatory shifts) to refine Luma’s positioning.
Product Strategy & Innovation
- 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 annuity / life insurance ecosystem.
- Represent Luma at industry events, conferences, and client forums to strengthen brand presence and market credibility
Qualifications
- 7+ years of experience in annuity / life insurance sales, distribution, fintech platforms, or relationship management.
- Proven track record of driving annuity flows, life insurance, and building scalable distributor relationships in a B2B environment.
- Strong understanding of annuity products (FIAs, RILAs, VAs, fixed), life insurance products, distribution channels, and carrier dynamics.
- Experience working with broker-dealers, banks, 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.
- Bachelor’s degree in Business, Finance, or related field; industry licenses (Series 6/7/63) or designations a plus.
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Luma Financial Technologies