Careers

We are seeking an empowered professional responsible for the overall leadership, strategic direction, and operational oversight. This position ensures the effective implementation of board policies, financial sustainability, regulatory compliance, and market growth while fostering a culture of innovation, accountability, and service excellence. This position will consult with multiple arms of the organization to drive, preserve and celebrate the rich Portuguese heritage. 

Responsibilities: 

Strategic Leadership and Governance: 

• Develop and execute the strategic plan in collaboration with the Financial Board of Directors. 

• Provide visionary leadership ensuring long-term growth, financial stability, and member-focused services. 

• Establish and maintain strong relationships with the multiple boards of the organization, regulatory bodies, insurance/financial partners, and key stakeholders. 

• Report during the financial board of directors’ monthly meetings and as needed on financial performance, strategic initiatives and organizational health. 

Financial and Operational Management: 

• Oversee financial operations, ensuring fiscal responsibility, financial transparency, and regulatory compliance and ensure sound investment management practices. 

• Develop and manage the annual budget, aligning financial resources with strategic priorities. 

• Identify and implement process improvements to enhance operational efficiency and cost-effectiveness. 

• Oversee sales and operations of multiple locations, while supporting and promoting profitable goals and objectives. 

Regulatory Compliance and Risk Management: 

• Oversee risk management strategies, cybersecurity initiatives, and data protection policies while monitoring industry trends, legal changes and emerging risks. 

• Ensure compliance with Federal, State, and local regulations (i.e. NAIC, GAAP, FAR, CAS, and state insurance laws). 

• Maintain a strong governance framework that upholds ethical business practices and fiduciary responsibilities. 

Business Development and Market Growth: 

• Oversee marketing, branding, and communication strategies and drive new market development. 

• Foster innovation and digital transformation, including new product offerings, and technology adoption. 

• Strengthen relationships with financial and insurance industry partners to expand business opportunities. 

• Lead efforts to expand and retain membership, enhance member engagement, and increase brand recognition. 

Stakeholder and Member Engagement: 

• As the primary spokesperson, advocate for and engage with members, partners, and industry leaders. 

• Attend visits, meetings and annual conventions. 

• Enhance member value through innovative programs, benefits, and services. 

• Ensure transparent and effective communication between leadership, staff and members. 

Talent Management and Organizational Culture: 

• As a high-performing executive leader, build and lead forward thinking teams. 

• Oversee succession planning and development initiatives. 

• Implement policies that promote diversity, equity, and inclusion across all levels of the organization. 

• Assist with full-cycle recruiting and training. Oversee evaluations and head employee discipline and termination. 

Qualifications: 

• A bachelor’s degree in any business administration, finance, economics, or a related field; MBA or equivalent advanced degree preferred. A minimum of 5 years in financial, insurance and sales management 

• A minimum of 2 years in financial services, insurance or sales executive level experience. 

• Proven track record of leading organizations through growth, change management, and innovation. 

• Experience in strategic planning and board governance. 

• Strong understanding of insurance and financial regulations, risk management, and investment strategies. 

• Ability to build high-performing teams and foster a positive organizational culture. 

• Experience with digital transformation, technology adoption, and member engagement strategies. 

Personal Attributes: 

• Visionary leadership with the ability to develop and execute a long-term strategic vision. 

• Strong analytical skills with expertise in financial management, budgeting, and possess financial acumen. 

• In-depth knowledge of industry laws, compliance, and risk management. 

• Ability to drive business expansion and adapt to market changes. 

• Strong relationship-building skills with multiple boards, regulators, and members. 

• Ability to optimize internal processes and enhance efficiency. 

• Excellent verbal, written, and presentation skills. 

• Experience in implementing new technologies and business models. 

Must have the ability to travel as needed for conferences, conventions, meetings, visits/events, regulatory meetings, and stakeholder engagements. 

We are seeking a proactive professional to help grow our presence in the market, meeting customers where they are and driving sales through direct, in-person engagement. A boots-on-the-ground Sales Manager who will support the sales and field operations of all independent, full-time, and part-time sales agents while also completing their own sales objectives by promoting and selling products to potential new members, while retaining and meeting the financial goals of our current membership. We offer competitive financial solutions to our members while also being driven to preserve and celebrate the rich Portuguese heritage. 

Primary Duties & Responsibilities  

• Pursue prospective new clients, maintain relationships with current policyholders, by offering and explaining our products and customizing our programs to suit each member. 

• Recruit and onboard the internal and independent sales agents, by providing introductory training and meeting with sales agents regularly to ascertain activity, production and sales pipeline. Manage sales training, providing information and education to all sales agents.  

• Establish sales objectives, annual production goals and objectives for each agent while also monitoring field performance and schedules.  

• Working with our Marketing team: develop programs and recruit sales personnel to increase business activity, profits, and sales nationally.  

• Network and establish relationships for which the organization can grow and act as a liaison for Luso-American Financial with other Portuguese and other non-profit community-based organizations.  

Qualifications 

• A bachelor’s degree in any business field is preferred or equivalent experience with a minimum of 5 years previous relevant experience with a proven track record in sales, as a sales manager or sales/marketing director 

• Demonstrated ability to drive the sales process from plan to close 

• A strong leader and coach with team management skills to inspire sales teams 

• Excellent listening, negotiation, presentation, interpersonal skills, and verbal/written communication skills-bilingual (English and Portuguese) a plus 

• Experience in goal setting, performance tracking, and meeting sales targets 

• Ability to work independently with excellent organizational skills and proficiency in creating tailored financial solutions for diverse client needs 

• All prospective employees must pass a background check 

What we offer 

• Discounted medical, dental, and vision coverage to you and your dependents 

• 401(K) (variable matching) 

As a Financial Services Sales Agent at Luso-American Financial, you will have the opportunity to build a rewarding career by offering trusted financial solutions to your clients. With competitive commissions, flexibility, and ongoing support, this role offers excellent potential for professional growth and success in the financial services industry.

Primary Duties & Responsibilities

• Build and manage client relationships by offering financial products, including life insurance, annuities, MYGAs, IRAs, and ESAs.
• Generate new leads and close sales using personalized strategies.
• Recommend financial solutions tailored to each client’s needs and goals.
• Conduct virtual and in-person client meetings to explain products and services.
• Stay current on industry trends and product knowledge.
• Collaborate with the team members for ongoing training and development.
• Meet sales goals and grow client base independently.

Qualifications

• Sales or customer service experience is helpful, but not required.
• Strong communication, interpersonal, and relationship-building skills.
• Self-motivated and goal-oriented with strong work ethic.
• Ability to build relationships with clients and offer personalized solutions.
• Valid life insurance and financial product sales licenses preferred (or willingness to obtain).
• Highly organized and able to manage multiple client relationships effectively.

What We Offer

• Competitive Commissions: Earn based on performance, with high commission potential.
• Flexibility: Build your own business and set your schedule to match your lifestyle.
• Trusted Financial Products: Life insurance, annuities, MYGAs, IRAs, and ESAs.
• Sales Support: Access to marketing tools, resources, and mentorship
• Incentives: Bonus opportunities that reward your achievements.

Interested in becoming a Luso sales agent? Learn more here.

If you’re ready to grow your skills and be part of a supportive, purpose-driven organization, we’d love to hear from you.