Sales Director, Insurance

Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting-edge fintech software platform adopted by broker/dealer firms, RIA offices, and private banks worldwide. Luma provides institutional and retail investors with a fully customizable, independent, buy-side technology platform to efficiently learn about, research, purchase, and manage alternative investments and annuities. The platform supports the full end-to-end process lifecycle, offering education resources, custom structured product creation and pricing, electronic order entry, and post-trade management. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland, and Lisbon, Portugal.

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. The 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 offering.

Responsibilities

• 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 Agencies (BGAs).
  • 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.

Requirements

• 7+ years of experience in annuity/life insurance sales, distribution, fintech platforms, or relationship management.
• Proven track record of driving annuity flows, life insurance sales, 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, Independent Marketing Organizations (IMOs), and Brokerage General Agencies (BGAs).
• 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.