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
Ohio Licensed FinTech Consultant in workfromhome at Unknown Company
This position is listed as full time and onsite.