About First Gen Financial
We’re a fast-growing, purpose-driven B2B financial services company built on integrity, accountability, and continuous growth. We have developed our own proprietary insurance product for employers which is scaling rapidly. Our leadership team brings proven expertise from multiple sectors of finance, and every team member plays a direct role in expanding both our clients’ success and our company’s vision. We unlock capital to empower teams!
The Role
We’re hiring a Corporate Partnerships Lead to drive the expansion and performance of our broker and partner ecosystem. This is a revenue-critical role responsible for sourcing, onboarding, and activating broker partners while ensuring sustained production and long-term relationship value.
You will operate at the intersection of partnerships, sales, and distribution. Owning the lifecycle from partner acquisition through revenue generation. This role requires strong commercial instincts, disciplined execution, and the ability to influence external stakeholders at a high level.
Key Responsibilities
- Source, qualify, and onboard new broker and strategic partners
- Build and manage a high-performing portfolio of partnerships that consistently generate new business
- Drive partner activation by enabling brokers to successfully position and sell our solution
- Maintain ongoing partner engagement to ensure consistent deal flow and production
- Collaborate with leadership on high-value partnership opportunities and enterprise broker relationships
- Track and manage partnership performance against defined KPIs and revenue targets
- Reinforce operational discipline across partner processes, deal flow, and follow-up
- Represent the company at conferences, industry events, and networking opportunities
What You’ll Do Day-to-Day
- Prospect and engage broker partners through outbound calls, Zoom meetings, and industry outreach
- Conduct discovery conversations and position partnership value propositions effectively
- Schedule and support high-level broker meetings alongside leadership
- Manage partner relationships post-onboarding, ensuring consistent communication and accountability
- Support partners in closing business and navigating client enrollment when needed
- Monitor pipeline activity across partners and ensure deals are progressing toward close
- Execute structured follow-up and maintain CRM hygiene
- Travel periodically for conferences and in-person relationship building
What Success Looks Like
Within 3 Months:
- Fully ramped on product, partner program, compliance, and tax structure knowledge
- Conducting 5+ new broker conversations per week
- Onboarding at least 1 new broker per week
- Booking initial broker introduction meetings within first 3 weeks
- Able to clearly articulate partnership value and differentiate in market
Within 6 Months:
- Consistently onboarding 4+ new brokers per month
- Running structured weekly check-ins with active partners
- Driving consistent partner-submitted business and improving close rates
- Demonstrating strong ownership of partner pipeline and performance metrics
Within 12 Months:
- Successfully onboarding 50+ broker partners
- Managing a portfolio of partners producing 5,000+ enrolled lives per quarter
- Operating as a key revenue driver within the partnerships function
- Recognized as a top performer with strong influence on partnership strategy
Requirements
- 3+ years of experience in partnerships, broker relations, or B2B insurance sales
- Strong background in insurance, employee benefits, or adjacent financial services
- Experience managing external partners and driving production outcomes
- Demonstrated ability in full-cycle sales, deal management, and relationship ownership
- Working knowledge of Section 125 plans or similar tax-advantaged benefit structures preferred
- Insurance license preferred
- High level of business acumen, emotional intelligence, and consultative communication skills
- Strong process discipline, CRM proficiency, and pipeline management capabilities
- Ability to operate independently in a fast-paced, evolving environment
Who You Are
You operate like an owner. You are commercially driven, highly accountable, and relationship-oriented. You understand that partnerships are not transactional—they require consistent attention, trust-building, and performance management.
You bring structure to ambiguity, maintain disciplined daily routines, and adapt quickly as the business evolves. You’re equally comfortable initiating new relationships and holding partners accountable to outcomes.
You align with our core principles:
- Integrity: You operate with transparency and do what’s right, consistently
- Accountability: You take ownership of results and continuously improve execution
- Growth Mindset: You actively seek feedback, refine your approach, and scale your impact
- Relationship-Driven: You prioritize long-term value over short-term wins
This role is not passive. It requires full engagement, consistent output, and a high level of personal ownership. For the right individual, it offers meaningful upside, autonomy, and the opportunity to build enterprise value through partnerships.
Compensation OTE $190,000 (Base + Commissions + Equity in book of business)
