Ethos Life - Annuity Sales Representative
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Requirements
• Active Life and Health Insurance License (Required) • Completion of state-required Annuity Suitability training/certifications • 2-3 years of experience in annuity telesales (Fixed, Fixed-Index, or MYGA experience preferred) • 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 • Excellent communication skills including strong phone presence • Passionate about delivering exceptional customer service • #LI-Remote #LI-AG1 • #LI-Remote • #LI-AG1 • The US national base salary range for this full-time position is $70,000 -$200,000. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. • Please note that the compensation details listed in US role postings reflect the base salary only and do not include applicable bonus, equity, or benefits. • You can find further details of our US benefits at https://www.ethoslife.com/careers/ • Don’t meet every single requirement? If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. At Ethos we are dedicated to building a diverse, inclusive and authentic workplace.
Responsibilities
• Engage potential customers through inbound and outbound calls, emails and SMS • Educate customers on Ethos’ products and processes • Uncover and understand an individual’s needs through in-depth discovery and position Ethos’ value according to those specific needs • Build relationships and instill trust with customers in order to drive monthly and quarterly conversion targets • Act as a key feedback loop for our Product and Engineering teams (sharing insights on customer friction points to help refine the new Annuity platform) • Manage a pipeline of customers and perform follow-up through the application and purchasing process • Contribute to the creation of sales scripts, outreach strategies, and workflow iterations for this new category • Drive referral activity by creating positive customer experiences
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