Ohio Licensed FinTech Consultant

Job Summary

To expand annuity distribution and integration opportunities, the full-time Ohio Licensed FinTech Consultant will serve as a subject-matter expert on the annuity advisor ecosystem, connecting business leaders and technology partners while managing relationships and guiding implementation strategies.

Key responsibilities:

• Identifies new distribution and integration opportunities while maintaining relationships with key decision-makers in the FinTech sector
• Builds and optimizes partnerships with technology platforms, ensuring effective solutions for wholesalers and advisors
• Collaborates with leadership to develop and execute a strategic plan for FinTech market distribution and partner engagement

Required qualifications:

• Undergraduate degree in business administration or a related field preferred
• FINRA Series 6/7, Series 24/26, Series 63/66, and life and health insurance licenses required; advanced designations (CFP, CLU, ChFC) preferred
• Minimum of nine years of sales or business development experience in the insurance or financial services industry
• Expert knowledge of sales practices and FinTech platforms, with a strong understanding of financial services products
• Proven ability to communicate effectively with executive leadership and manage cross-functional relationships