About Luma Financial Technologies
Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities. Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients’ specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland and Lisbon, Portugal. For more information, please visit Luma’s website.
About the role
Luma Financial Technologies is seeking a high-performing, strategic sales leader to drive continued growth of Luma’s Insurance 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 Insurance business—partnering closely with distributors, and internal teams to accelerate platform usage, drive flows, and shape the evolution of Luma’s life offering.
What you'll do
Sales Leadership
- Lead strategic sales and relationship development with Life Insurance distribution firms across the U.S., including broker-dealers, banks, Broker General Agency’s (BGA’s) and Independent Marketing Organizations (IMO’s).
- 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 new distribution opportunities to expand Luma’s Life Insurance platform reach.
- Build and maintain strong relationships with influential industry thought leaders and partners.
- Monitor competitive dynamics and industry trends (e.g., distribution trends, 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 life ecosystem.
- Represent Luma at industry events, conferences, and client forums to strengthen brand presence and market credibility.
Qualifications
- 7+ years of experience in life insurance sales, distribution, fintech platforms, or relationship management.
- Proven track record of driving life insurance flows and building scalable distributor relationships in a B2B environment.
- Strong understanding of life insurance products (IUL, UL, GUL, VUL, WL, Term, LTC…), distribution channels, and carrier dynamics.
- Experience working with broker-dealers, banks, BGAs 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 (Life & Health License - Series 6/7/63) or other designations is a plus.
Luma Financial Technologies is unable to sponsor work visas or provide employment-based immigration sponsorship for this position, now or in the future. Applicants must be legally authorized to work in the country they are employed without current or future sponsorship from Luma.
Any misrepresentation, including regarding work authorization or sponsorship needs during the application or interview process will result in disqualification from consideration for this role or termination of employment.
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Skills Required
- 7+ years of experience in life insurance sales, distribution, fintech platforms, or relationship management
- Proven track record of driving life insurance flows and building scalable B2B distributor relationships
- Strong understanding of life insurance products, distribution channels, and carrier dynamics
- Experience working with broker-dealers, banks, BGAs, 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 a related field
- Life and Health License, Series 6, Series 7, or Series 63
What We Do
Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer’s specific investment needs. Luma's advisor-centric design, renowned education and training capabilities, fully customizable deployment and complete product lifecycle support help drive the further adoption and growth of the structured products and annuities market.
