About Us:
At Everly, our vision is to change the paradigm of insurance. We know life insurance can be confusing and complex. We know that most people purchase life insurance at a milestone moment and file it away for the future. We want to change how people think about, buy, and use life insurance by being a partner in life’s journey. We are focused on making things that matter, making meaningful connections, and making things work WAY better. Our goal is to provide radically transparent, consumer-first insurance solutions.
We are looking for people with a continuous improvement mindset. Those who think the opposite of “This is how we’ve always done it”. We want people on our team who are always asking “How can we do this better?”
Our company values are a guide to our behavior and help inform our decisions. We want people who embody those values of breaking down barriers, owning the outcome, embracing the journey, and sparking joy.
This is a remote position based in the US with occasional travel.
About the role:
Builder's role targeting the financial institution sector: identify, prospect, and sign net-new distribution partners — banks, credit unions, broker-dealer networks, and financial institutions broadly — to distribute Everly's life and annuity solutions. Build the supporting team infrastructure and own the full partner onboarding lifecycle from deal close through first policy sale, with accountability for both partnership results and how those results are achieved.
What You’ll Do:
Partnership Development
Own the FI distribution partnership strategy end-to-end — from partner identification and prospecting through contract execution and long-term relationship management with banks, credit unions, broker dealers Build and manage robust partner pipeline from outreach through contract execution
Develop and hold executive-level relationships across distribution, product, marketing, ops & tech at target FIs Represent Everly at industry events, positioning the company and channel strategy to grow brand presence and network
Team & Infrastructure Build-Out
Identify, define, and build out supporting roles and team structure (sales desk, outsourced insurance desk) as the business scales
Establish clear roles, workflows, and performance standards as each new function is stood up
Serve as a player-coach — directing a team responsible for partner relationship management and onboarding execution, with accountability for their output and development
2 direct reports, focused on relationship management and onboarding execution, with the team expected to grow as the channel scales
Onboarding & Partner Success
Oversee end-to-end onboarding experience; dedicated team member owns day-to-day process execution
Ensure onboarding playbooks, training materials, and launch checklists are developed and continuously refined
Partner and collaborate effectively across the Everly organization with product, marketing, underwriting, compliance & ops for partner
Monitor early partner performance; proactively address activation obstacles
Remain available to troubleshoot problems that arise during onboarding and activation post-launch
Cross-Functional Collaboration
Act as internal champion for distribution partners — surface needs, feedback, and market intelligence
Partner with marketing on co-branded materials and enablement tools for the FI channel
Work with product teams to develop and customize solutions for distributors — sharing insights and facilitating product development conversations
Collaborate with underwriting and compliance on regulatory and product requirements Report regularly to senior leadership on pipeline health, milestones, and channel performance
Skills and Experience:
Bachelor's in business, finance, or related required; MBA strongly preferred 12+ years in business development, distribution, or partnerships in life/annuity, including experience owning a channel or book of business Demonstrated success signing & activating FI…