Ethos
Annuity Sales Representative
Remote US · Full-time
Sponsorship not specified$70k-$200kDetected 41 days ago
SalesforceCRMSalesOutbound SalesCustomer SupportCommunicationTime ManagementOrganizational Skills
About the role
- As a founding Member of the Annuity Sales team, your role is to confidently guide customers through the annuity buying process.
- You will educate customers on how these products work, identify which solutions are best suited for their retirement goals, and provide a world-class experience by ensuring transparency in an industry that's generally overly complicated and slow to adapt.
- You will be responsible for outreach to customers who begin a needs assessment on our site, assisting them with their applications, and guiding them through the final journey of purchasing their policy.
Responsibilities
- Drive referral activity by creating positive customer experiences
Skills
- Active Life and Health Insurance License (Required)
- Completion of state-required Annuity Suitability training/certifications
- 2-3 years of experience in direct-to-consumer annuity telesales (Fixed, Fixed-Index, or MYGA experience preferred)
- 7+ years of experience in annuity, life or health insurance sales
- Strong proficiency working with Salesforce or equivalent sales/CRM software
- Strong sales track record and exceptional sales techniques with the ability to overcome customer objections
- Ability to multitask, prioritize, and manage time effectively
- Ability to identify friction points for the customer and come up with solutions
- Excellent time management and organizational skills
- Can adapt to changes quickly
- Incredible drive to win
- Quick learner comfortable in a fast-paced, dynamic environment
Compensation
- The US national base salary range for this full-time position is $70,000 -$200,000.
Benefits
- Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale.
- With its robust three-sided technology platform, Ethos is transforming the life insurance experience for consumers, agents, and carriers alike.
- Ethos is redefining how life insurance is bought, sold, and underwritten.
Company info
- Engage potential customers through inbound and outbound calls, emails and SMS
- Educate customers on Ethos' products and processes
- Build relationships and instill trust with customers in order to drive monthly and quarterly conversion targets
- Manage a pipeline of customers and perform follow-up through the application and purchasing process
This listing is sourced directly from Ethos's careers page and normalized into a canonical job model.