Sales Director, Life Insurance
About The Position
Luma Financial Technologies is seeking a strategic sales leader to drive growth of its Insurance platform across key distribution channels by winning new enterprise clients. The role will help scale Luma’s Insurance business by partnering with distributors and internal teams to increase platform usage, drive flows, and shape the company’s life insurance offering. The Sales Director will lead sales and relationship development with life insurance distribution firms across the United States, serve as the primary executive contact for distributor partners, and drive commercial negotiations and onboarding. The role also identifies new distribution opportunities, builds industry relationships, monitors market and regulatory developments, and provides client feedback to inform product and workflow improvements. The position represents Luma at industry events and client forums and works cross-functionally to support onboarding and client success.
Requirements
- At least 7 years of experience in life insurance sales, distribution, fintech platforms, or relationship management.
- Proven track record of driving life insurance flows and building scalable distributor relationships in a B2B environment.
- Strong understanding of life insurance products, including IUL, UL, GUL, VUL, whole life, term, and LTC; distribution channels; and carrier dynamics.
- Experience working with broker-dealers, banks, BGAs, and IMOs.
- Exceptional communication, presentation, and negotiation skills, with the ability to influence senior stakeholders.
- Ability to work effectively in a fast-paced, entrepreneurial, and collaborative environment.
- Bachelor’s degree in Business, Finance, or a related field.
- Must be legally authorized to work in the United States without current or future employment-based immigration sponsorship.
Nice To Haves
- Life & Health License, Series 6/7/63, or other industry designations.
Responsibilities
- Lead strategic sales and relationship development with life insurance distribution firms across the U.S., including broker-dealers, banks, BGAs, and IMOs.
- Serve as the primary executive interface for distributor partners, driving commercial negotiations and onboarding.
- Partner with product, technology, operations, and compliance teams to support seamless onboarding and ongoing client success.
- Identify and execute new distribution opportunities to expand the reach of Luma’s Life Insurance platform.
- Build and maintain relationships with influential industry thought leaders and partners.
- Monitor competitive dynamics and industry trends, including distribution trends, product innovation, and regulatory shifts, to refine Luma’s positioning.
- Provide actionable client feedback to inform product development, platform enhancements, and workflow optimization.
- Champion transparency, efficiency, and education within the life insurance ecosystem.
- Represent Luma at industry events, conferences, and client forums to strengthen brand presence and market credibility.
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What This Job Offers
Job Type
Full-time
Career Level
Director
