Customer acquisition for insurance and fintech

Real conversations. Real growth.

Nexera partners with innovative insurance and financial technology companies to expand their reach through direct, human outreach, while developing the next era of leaders.

What we do

We work across insurance and financial technology, helping families protect what matters and helping companies reach the customers they’re built to serve.

Insurance

Life insurance

Helping families protect themselves financially, with coverage designed around their goals.

Life policiesFinal expenseMortgage protectionRetirement plans
Fintech

Modern financial accounts

Helping consumers get started with the accounts they need to manage and grow their money.

SavingsCheckingInvestmentCrypto
Partners

Customer acquisition

We connect insurance carriers and fintech companies with new customers through direct conversations, one person at a time.

Partners

Brand awareness

Face to face and voice to voice, we introduce our partners’ brands to people in a way that builds trust.

Direct, not digital

We don’t run digital marketing or social media campaigns. We take a direct approach, by phone and in person, because trust is built between people.

Remote

Work from anywhere with phone and video conversations.

Hybrid

Blend remote work with in-person outreach.

On-site

Meet people face to face and work alongside the team.

Our core philosophy

We believe growth begins when people are challenged to evolve beyond who they think they are and who they once were. Through leadership, communication and meaningful human connection, we help individuals unlock the next era of their potential.

Build a career with Nexera

We develop leaders through mentorship, teamwork and progress-driven growth. Career changers and recent graduates are welcome, and we’ll point you to the training and licensing you’ll need.

Insurance Consultant

Help families protect their homes and income with life insurance and related coverage.

Fintech Sales Consultant

Introduce modern financial accounts to people in your community.

Agency Builder

Lead and grow a team. For experienced sellers ready to coach others and build something lasting.

Ask about a role

Good questions

Who do you work with?

We partner with insurance and financial technology companies that want to grow through direct customer acquisition and brand awareness, and we serve the families and consumers they’re built for.

Do you do digital or social media marketing?

No. Our work is direct: phone conversations and in-person outreach.

Can I work remotely?

Yes. Roles can be remote, hybrid or on-site, depending on the position and how you work best.

Do I need insurance experience to join?

No. We welcome career changers and recent graduates. Selling life insurance requires a state license, and we’ll help you understand the steps.

Are you a bank?

No. Nexera is an independent sales and consulting agency. Banking and investment products are provided by our partner companies and are subject to their terms.

Let’s talk

Tell us what you’re looking for and we’ll get back to you.

For partners and families

Interested in working with Nexera, or have a question about coverage or accounts?

Email us

For future teammates

Curious about the Insurance Consultant, Fintech Sales Consultant or Agency Builder roles?

Ask about careers