Teams at Luma Financial Technologies

Lead sales efforts for an annuity platform, expand market reach, build relationships with distributors, and collaborate with internal teams for client success.

The Sales Associate will manage and grow relationships with RIAs, support derivatives-based products, drive revenue growth, and contribute to a fast-growing platform.

Perform product documentation review, data entry, analysis, and reconciliation. Collaborate with internal teams and client support, maintain logs and compliance, escalate issues, contribute to process improvements, and serve as an internal product knowledge resource.