Insurance Carrier Sales and Relationship Manager at Luma Financial Technologies – New York, New York
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About This Position
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 is seeking a dynamic Insurance Carrier Sales and Relationship Manager to lead and expand our partnerships with insurance carriers. This role is critical in driving strategic growth by fostering strong carrier relationships, optimizing product offerings, and enhancing the overall annuity experience on Luma’s platform. The ideal candidate will have deep industry expertise in annuities and life insurance, strong sales acumen, and a proven ability to manage and grow relationships with top-tier insurance carriers.What you'll do
Carrier Relationship Management & Sales Growth
- Develop and maintain strong relationships with insurance carriers, ensuring optimal engagement and collaboration.
- Act as the primary point of contact for carriers, negotiating terms, securing new partnerships, and expanding existing ones.
- Drive carrier participation in Luma’s annuity and structured products platform, aligning offerings with market needs.
- Work cross-functionally to ensure seamless onboarding, integration, and ongoing support for carriers.
Strategic Business Development
- Identify new carrier opportunities to enhance Luma’s product suite and increase platform adoption.
- Monitor industry trends and competitor activities to refine Luma’s carrier engagement strategy.
- Partner with internal teams to align technology, sales, and marketing strategies with carrier expectations.
Product & Market Expertise
- Stay current with annuity product trends, regulatory developments, and competitive dynamics.
- Provide feedback to product and technology teams to enhance the platform’s capabilities based on carrier needs.
- Represent Luma at industry events, conferences, and carrier meetings to strengthen market presence.
Qualifications
- Bachelor’s degree in Business, Finance, Engineering or a related field.
- 5+ years of experience in sales, business development, or relationship management within the insurance or annuity industry.
- Strong understanding of annuity products, distribution channels, and carrier operations.
- Proven track record of securing and growing insurance carrier partnerships.
- Exceptional communication, negotiation, and presentation skills.
- Ability to collaborate with cross-functional teams in a fast-paced fintech environment.
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Job Location
Job Location
This job is located in the New York, New York, 10036, United States region.