Director, Financial Institution Partnerships

Everly, LLC; United States, Northern America, Americas; Hybrid; USD 212,000 - 291,000; Full time

Benefits offered by this job

Annual bonus

Competitive salary

PTO, holidays, and Volunteer Day

Parental leave

Medical, Dental & Vision Insurance

401k with company match

Profit Sharing & Savings Plan

Disability insurance

Flexible spending account

Life insurance

Educational assistance

Associate Assistance Programs

Job summary

Everly, LLC is seeking a senior leader to drive distribution partnerships with banks, credit unions, and broker-dealer networks. The role owns the onboarding lifecycle from deal close through first policy sale, building a scalable team and robust partner infrastructure.

You will manage executive relationships, shape the FI channel strategy, and collaborate across product, marketing, underwriting, and ops to deliver results while maintaining compliance and operational excellence.

Qualifications

• Bachelor's degree in business, finance, or related field; MBA preferred.
• 12+ years in business development, distribution, or partnerships in life/annuity.
• Proven success signing and activating FI distribution partners.
• Experience leading sales support or insurance desks.
• Strong existing FI network with executive, product, distribution, marketing, and ops contacts.
• Deep knowledge of life and annuity products and living benefits.

Responsibilities

• Own FI distribution partnership strategy end-to-end from identification to contract execution.
• Build and manage partner pipeline from outreach through contract execution.
• Serve as player-coach directing a team for partner relationship management and onboarding.
• Oversee onboarding experience and develop playbooks, training, and launch checklists.
• Collaborate with marketing, product, underwriting, compliance, and ops on partner needs.
• Report pipeline health and channel performance to senior leadership.

Education

Bachelor's in business, finance, or related

MBA

Job description

Everly, LLC is seeking a senior leader to drive distribution partnerships with banks, credit unions, and broker-dealer networks. The role owns the onboarding lifecycle from deal close through first policy sale, building a scalable team and robust partner infrastructure.

You will manage executive relationships, shape the FI channel strategy, and collaborate across product, marketing, underwriting, and ops to deliver results while maintaining compliance and operational excellence.