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What You’ll Actually Do:

  • Own CT’s revenue growth strategy to identify, pursue, and close new ceding carrier relationships.
  • Build and maintain a pipeline of insurance carrier prospects from first contact through signed agreement.
  • Deepen relationships with existing clients, driving retention, expansion, and renewal.

Required Qualifications:

  • 10+ years of sales, business development, or relationship management in life insurance, annuities, or financial services.
  • Direct experience selling to or working with insurance carriers or financial institutions.
  • Track record of closing enterprise-level accounts and managing complex sales cycles.

Preferred Qualifications:

  • Experience buying or selling B2B SaaS to insurance or financial services clients.
  • Familiarity with NAIC compliance frameworks or state insurance regulations.
  • Track record of owning a revenue book and negotiating contracts.

What Success Looks Like:

  • Support CT’s CEO to future-proof the business and position the company for a smooth leadership handoff.
  • Map CT’s current client base, flagging expansion opportunities and at-risk accounts.
  • Identify and initiate contact with at least five prospective ceding carriers or distributor networks.

Cooperative Technologies

Cooperative Technologies is the only US company providing ceding carrier data for annuity and life insurance exchanges, making it the standard for replacement processing. The company is profitable and at an inflection point, seeking a future leader to own the next chapter of revenue growth.

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