Sales Associate

Luma Financial Technologies

Cincinnati, OH

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JOB DETAILS

SKILLS

Annuities, Brokerage, Communication Skills, Customer Experience, Detail Oriented, Establish Priorities, Finance, Financial Services, Insurance, Interpersonal Skills, Investment Management, Multitasking, Order Processing, Pricing, Private Banking, Registered Investment Advisor (RIA), Relationship Management, Retail, Revenue Growth, Rich Internet Application (RIA), Sales, Sales Management, Sales Prospecting, Sales Support, Series 6

LOCATION

Cincinnati, OH

POSTED

2 days ago

About Luma Financial Technologies

Founded in 2018, Luma Financial Technologies ("Luma") has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities. Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients' specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland and Lisbon, Portugal. For more information, please visit Luma's website.

About the role

We're looking for an energetic salesperson to join our team in Cincinnati to help manage and grow relationships with registered investment advisors (RIAs). This role is ideal for someone with a finance or insurance background who enjoys building relationships, driving business, and thrives in a fast-paced, opportunity-rich environment. While specific product knowledge is beneficial, it is not required. Training will be provided. Success in this role depends on strong relationship-building skills, attention to detail, and the ability to manage multiple priorities effectively.

Please note: This is a full-time, on-site role based in Luma Financial Technologies' Cincinnati, OH office.

Responsibilities

Build and expand relationships with RIAs and other key partners
Represent a global leader that transacts billions in notional value across sophisticated investments
Sell and support derivatives-based products through a consultative, relationship-driven approach
Partner with internal teams to deliver exceptional client experiences
Identify new opportunities and help drive revenue growth
Contribute to the continued expansion of a high-performing, fast-growing platform

Qualifications

Bachelor's degree in Finance, Business, or a related field preferred
3+ years of sales or relationship management experience within financial services or insurance
Strong communication and interpersonal skills
Proven ability to build and maintain professional relationships
Series 6 or 7 license preferred, but not required

Sales Associate

Luma Financial Technologies

Cincinnati, OH

About the Company

Luma Financial Technologies

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