Director, Insurance Product Sales

Luma Financial TechnologiesCincinnati, OH

About The Position

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.

Requirements

  • 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.

Nice To Haves

  • Industry licenses (Series 6/7/63) or designations a plus.

Responsibilities

  • 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
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