Sales Director, Life Insurance

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.