Head of FI Partnerships

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...

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