Sales Director, Insurance

Luma Financial Technologies, LLC; Cincinnati (OH); On-site; USD 100,000 - 150,000; Full time

Job summary

Luma Financial Technologies, LLC is seeking a strategic sales leader to grow its annuity platform in Cincinnati, Ohio. This role will focus on building relationships with distribution firms, driving sales, and ensuring client success through collaboration with internal teams.

The ideal candidate will have 7+ years of experience in annuity sales, along with strong negotiation and communication skills. This position offers an opportunity to influence product development and shape the future of Luma’s offerings.

Qualifications

• 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.
• Strong understanding of annuity products and distribution channels.

Responsibilities

• Lead strategic sales and relationship development with annuity distribution firms.
• Identify and execute on new distribution opportunities.
• Act as the voice of the client for product development and optimizations.

Skills

Relationship management

Annuity sales

Communication skills

Negotiation skills

Market analysis

Education

Bachelor’s degree in Business, Finance, or related field

Job description

About the role

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.

What you’ll do

• 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.

Business Development & Market Expansion

• 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.

Qualifications

• 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.
• Bachelor’s degree in Business, Finance, or related field; industry licenses (Series 6/7/63) or designations a plus.