Sales Director, Insurance

Luma Financial TechnologiesCincinnati, Ohio

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Overview

Schedule

Full-time

Career level

Executive

Remote

On-site

Benefits

Life Insurance

Job Description

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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FAQs About Sales Director, Insurance Jobs at Luma Financial Technologies

What is the work location for this position at Luma Financial Technologies?

This job at Luma Financial Technologies is located in Cincinnati, Ohio, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Luma Financial Technologies?

Employer has not shared pay details for this role.

What employment applies to this position at Luma Financial Technologies?

Luma Financial Technologies lists this role as a Full-time position.

What experience level is required for this role at Luma Financial Technologies?

Luma Financial Technologies is looking for a candidate with "Executive" experience level.

What benefits are offered by Luma Financial Technologies for this role?

Luma Financial Technologies offers Life Insurance for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Luma Financial Technologies?

You can apply for this role at Luma Financial Technologies either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.