Head of FI Partnerships

Everly, LLC; United States; 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

About Us:

At Everly, our vision is to change the paradigm of insurance. We know life insurance can be confusing and complex. We know that most people purchase life insurance at a milestone moment and file it away for the future. We want to change how people think about, buy, and use life insurance by being a partner in life’s journey. We are focused on making things that matter, making meaningful connections, and making things work WAY better. Our goal is to provide radically transparent, consumer-first insurance solutions.

We are looking for people with a continuous improvement mindset. Those who think the opposite of “This is how we’ve always done it”. We want people on our team who are always asking “How can we do this better?”

Our company values are a guide to our behavior and help inform our decisions. We want people who embody those values of breaking down barriers, owning the outcome, embracing the journey, and sparking joy.

This is a remote position based in the US with occasional travel.

About the role:

Builder's role targeting the financial institution sector: identify, prospect, and sign net-new distribution partners — banks, credit unions, broker-dealer networks, and financial institutions broadly — to distribute Everly's life and annuity solutions. Build the supporting team infrastructure and own the full partner onboarding lifecycle from deal close through first policy sale, with accountability for both partnership results and how those results are achieved.

What You’ll Do

Partnership Development

• Own the FI distribution partnership strategy end-to-end — from partner identification and prospecting through contract execution and long-term relationship managementwith banks, credit unions, broker dealers Build and manage robust partner pipeline from outreach through contract execution
• Develop and hold executive-level relationships across distribution, product, marketing, ops & tech at target FIs Represent Everly at industry events, positioning the company and channel strategy to grow brand presence and network

Team & Infrastructure Build-Out

• Identify, define, and build out supporting roles and team structure (sales desk, outsourced insurance desk) as the business scales
• Establish clear roles, workflows, and performance standards as each new function is stood up
• Serve as a player-coach — directing a team responsible for partner relationship management and onboarding execution, with accountability for their output and development
• 2 direct reports, focused on relationship management and onboarding execution, with the team expected to grow as the channel scales

Onboarding & Partner Success

• Oversee end-to-end onboarding experience; dedicated team member owns day-to-day process execution
• Ensure onboarding playbooks, training materials, and launch checklists are developed and continuously refined
• Partner and collaborate effectively across the Everly organization with product, marketing, underwriting, compliance & ops for partner
• Monitor early partner performance; proactively address activation obstacles
• Remain available to troubleshoot problems that arise during onboarding and activation post-launch

Cross-Functional Collaboration

• Act as internal champion for distribution partners — surface needs, feedback, and market intelligence
• Partner with marketing on co-branded materials and enablement tools for the FI channel
• Work with product teams to develop and customize solutions for distributors — sharing insights and facilitating product development conversations
• Collaborate with underwriting and compliance on regulatory and product requirements Report regularly to senior leadership on pipeline health, milestones, and channel performance

Skills and Experience:

• Bachelor's in business, finance, or related required; MBA strongly preferred 12+ years in business development, distribution, or partnerships in life/annuity, including experience owning a channel or book of business Demonstrated success signing & activating FI distribution partners
• Experience building or managing sales support teams or insurance desks
• Strong existing FI network: exec, product, distribution, marketing & ops
• Deep knowledge of life & annuity; indexed products and living benefits preferred
• Exceptional relationship-building and negotiation — C-suite through ops
• Entrepreneurial mindset; resilience; collaborative cross-functional partner

At Everly, wecelebrate our diverse backgrounds and support our differences, and we are dedicated to equal employment opportunities regardless of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or any other legally protected status.

We’re also committed to adding new perspectives to our team and invite applications from people of all walks of life. We understand that experience comes in many forms, so if you believe you’re close to what we’re looking for, please consider applying.

Everly offers a competitive salary and a s a full-time employee you are eligible for our robust benefits package including:

• Employees are eligible for an annual incentive bonus designed to reward for performance.
• The salary range for this job in most geographic locations in the US is $212,000 - $291,000.
  • Candidates hired to work in other locations will be subject to the pay range associated with that location and will be reflected in the candidate’s offer letter.
• Flexible paid time off for PTO, plus paid holidays, days of Significance, and a Volunteer Day
• Paid parental leave eligible after 3 months of service
• Medical, Dental & Vision Insurance
• 401k with company match
• Profit Sharing & Savings Plan
• Short-term and long-term disabilityinsurance
• Flexible spending account
• Life insurance
• Educational Assistance
• Associate Assistance Programs and more!