Vice President, IMO & Carrier Sales

Job Description

Company Description\n

Annuities Genius by Agatha Global Tech is the annuity sales platform for independent producers, IMOs, agencies, RIAs, broker-dealers and carriers. It covers guided product comparisons, real-time rate feeds, carrier-approved illustrations, audit-ready compliance tools, and CRM and e-application integrations, across 114 carriers and 2,000+ products.

Role Description\n

This is a full-time remote role, based anywhere in the US, with regular travel to IMO offices, carrier meetings and industry events.

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You own AG’s relationships with IMOs and carriers. You open doors at the top, close enterprise agreements, and get the IMO’s agents using the platform after signing. You start as an individual contributor reporting to the CEO.

What You Own\n

•         Build the IMO pipeline: the leading IMOs and FMOs, and the principals and marketers inside each. Extend into RIAs and broker-dealers where your book reaches.

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•         Open doors through your book, warm introductions and industry events, and through direct outreach where you have no contact. Inside each target, find a champion and map the buying committee, including IT and compliance.

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•         Lead executive presentations and pilots, in person and on Zoom. Bring in product and engineering for integration talks.

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•         Close enterprise subscription agreements: IMO-wide licenses and co-branded or white-label deployments. You lead pricing, negotiation and approvals, and coordinate legal and compliance review.

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•         Clear what stalls IMO deals: sign-off from the upstream marketing organization, CTO-level technical scoping, legal review of the vendor agreement, and seat-pricing objections.

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•         After signing, hand off to onboarding, then run launch webinars, marketer training and activation targets with the IMO’s marketing team.

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•         Sell to carriers: illustration integrations, market-intelligence subscriptions, co-marketing.

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•         Renew and expand every IMO and carrier account you sign.

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•         Keep your pipeline and forecast current in CRM. You report quarterly on new IMO agreements, contracted revenue and activated agents.

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•         Bring pricing, positioning and product requests from IMOs and carriers back to leadership, ranked by deal value.

Qualifications\n

•         10+ years in IMO distribution, ideally leading IMO relationships at a life or annuity carrier or a life-insurance technology platform. You can name and size your deals.

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•         Your book: IMO principals and marketing leaders who take your call today. Carrier distribution contacts and RIA/broker-dealer relationships are a plus.

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•         Closed enterprise deals where the IMO or carrier paid for technology, data or services, through IT, compliance and legal review.

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•         Working knowledge of annuities (FIA, MYGA, RILA), IMO economics and compliance-driven sales.

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•         Strong presenter to executive teams and conference audiences.

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•         Self-directed: you set your own territory plan and travel schedule.

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•         Insurance license is a plus.

Our Offer to You\n

•         Competitive base plus uncapped commission on contracted revenue. [TODO: range before release]

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•         Direct line to the founders, with product and engineering behind every deal.

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•         Travel budget.

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•         A path to build and lead the sales team.