Director, Insurance Product Sales

About the role

Luma Financial Technologies is seeking a high‑performing, strategic sales leader to drive continued growth of Luma’s annuity 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 business—partnering closely with distributors and internal teams to accelerate platform usage, drive flows, and shape the evolution of Luma’s annuity offering.

• Lead strategic sales and relationship development with annuity distribution firms across the U.S., including broker‑dealers, banks, and IMOs.
• 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 on new distribution opportunities to expand Luma’s annuity 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.
• 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 ecosystem.
• Represent Luma at industry events, conferences, and client forums to strengthen brand presence and market credibility.

• 7+ years of experience in annuity sales, distribution, fintech platforms, or relationship management.
• Proven track record of driving annuity flows and building scalable distributor relationships in a B2B environment.
• Strong understanding of annuity products (FIAs, RILAs, VAs, fixed), 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.