✦ Luna Orbit — Sales & Business Development

Untitled Position

at Company

Hybrid Posted March 29, 2026
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Position Details

Type Full-Time
Experience mid
Exp. Years 2+ years
Education College degree preferred
Category Sales & Business Development

About this role

Sales support role in insurance/annuity distribution, partnering with External and Internal Wholesalers to market products, follow up with advisors, and drive sales campaigns.

Key Responsibilities

  • Meet territory goals
  • Partner with External Wholesaler
  • Develop producer relationships
  • Market campaigns
  • Advisor follow-up

Technical Overview

Role emphasizes CRM-like activity with Microsoft Office tools; licensing requirements (FINRA) and regulatory knowledge are core.

Ideal Candidate

The ideal candidate is a financially savvy sales professional with 2+ years in financial services, holding FINRA licenses, and strong communication skills to educate and influence Financial Advisors through hybrid in-office/outreach activities.

Must-Have Skills

FINRA SIESeries 6and 63 licenses requiredMinimum of 2 years of experience in a Financial Services environmentpreferably in Life InsurancePrevious Financial sales/marketing experienceStrong verbal communication skillsStrong organizational and time management skillsProficiency of Microsoft OutlookWordand Excel

Nice-to-Have Skills

College degree preferred

Required Skills

FINRA SIE; Series 6; Series 63; Financial services; Life insurance; Outlook; Excel; Word; Marketing campaigns; Sales

Hard Skills

FINRA SIESeries 6Series 63Microsoft OutlookMicrosoft WordMicrosoft ExcelFinancial servicesLife insurance

Soft Skills

verbal communicationorganizational skillstime managementrelationship buildingproactive marketingteam coordination

Certifications

Required

FINRA SIESeries 6Series 63

Industry & Role

Industry Insurance
Job Function Support wholesale sales and drive annuity production
Role Subtype sales support

Keywords for Your Resume

internal wholesalerannuitysales supportfinancial advisorexternal wholesalerFINRA SIESeries 6Series 63Microsoft OutlookMicrosoft WordMicrosoft Excelfinancial serviceslife insurancemarketing campaignssales plansrelationship buildingcommunication skillshybridOmahafinra sieseries 6series 63outlookexcelword

Deal Breakers

Lack of FINRA SIE/Series licenses, No financial services or life insurance sales experience, Not authorized to work in the US

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