About the roleLuma 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 doSales Leadership- 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.
Product Strategy & Innovation- 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.
