Sales Director, Life Insurance | Cincinnati, Miami or NYC

Industry: Financial Technology (Fintech)
Location: Cincinnati, OH | New York, NY | Miami, FL 

Position Overview

Our client, a leading fintech company specializing in financial and insurance technology solutions, is seeking an experienced Sales Director to drive growth and expand its Life Insurance platform across the U.S.

The ideal candidate has a strong background in life insurance sales, established relationships with distribution partners, and a proven track record of securing new enterprise clients.

Key Responsibilities

• Lead sales and business development initiatives across life insurance distribution channels, including broker-dealers, banks, Broker General Agencies (BGAs), and Independent Marketing Organizations (IMOs).

• Identify and secure new enterprise clients to expand the company's Life Insurance platform.

• Build and maintain strategic relationships with distributors, industry partners, and senior stakeholders.

• Lead commercial negotiations and coordinate new client onboarding.

• Collaborate with Product, Technology, Operations, and Compliance teams to support client success.

• Monitor industry trends, competitor activity, and regulatory developments.

• Provide client feedback to support product improvements and platform enhancements.

• Represent the company at industry events, conferences, and client meetings.

Required Qualifications

• 7+ years of experience in life insurance sales, distribution, fintech platforms, or relationship management.

• Proven success driving life insurance sales and building B2B distribution relationships.

• Strong knowledge of life insurance products, including IUL, UL, GUL, VUL, Whole Life, Term Life, and LTC.

• Experience working with broker-dealers, banks, BGAs, and IMOs.

• Established industry relationships and experience acquiring new enterprise clients.

• Excellent communication, negotiation, presentation, and relationship-building skills.

• Ability to work in a fast-paced, collaborative environment.

• Bachelor's degree in Business, Finance, or a related field.

Preferred: Life & Health Insurance License, FINRA Series 6, 7, or 63 licenses, or other relevant industry designations.