Annuity Sales Representative at Ethos Life

Ethos Life logo
Ethos Life

Annuity Sales Representative

70k - 200k USD

Remote

Full Time

#Sales

#Telesales

#Salesforce

#Customer Service

#CRM Software

#Time Management

#Communication Skills

#Pipeline Management

Ethos Life is looking for a Annuity Sales Representative

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At Ethos, we are on a mission to protect families by making life insurance accessible and straightforward for everyone. By utilizing our advanced, three-sided technology platform, we are transforming the industry for consumers, agents, and carriers. We remove traditional barriers by offering an online process that eliminates the need for medical exams and simplifies the path to coverage. As we expand our offerings, we are looking for a dedicated professional to join us as a founding member of our Annuity Sales team and help us redefine how people secure their financial futures.

What you'll be doing

  • You will manage a pipeline of customers, guiding them through the application and purchasing process while providing clear education on our annuity products.
  • You will engage with potential clients through inbound and outbound calls, emails, and SMS to uncover their specific needs and position our solutions to meet their retirement goals.
  • You will act as a vital feedback loop for our product and engineering teams, sharing insights on customer friction points to help us refine our new annuity platform and sales strategies.

What you'll bring

To be successful in this role, you should possess a strong background in insurance sales and a passion for helping customers. We are looking for the following qualifications:

  • An active Life and Health Insurance License, along with completion of state-required annuity suitability training.
  • Over 7 years of experience in life, health, or annuity insurance sales, including 2 to 3 years specifically in direct-to-consumer annuity telesales.
  • Proficiency in English and a high level of comfort using Salesforce or similar CRM software to manage your daily workflow.
  • Exceptional communication skills, a proven track record of meeting sales targets, and the ability to effectively overcome objections.
  • Strong organizational skills and the ability to thrive in a fast-paced, dynamic environment where you can adapt to changes quickly.

What you'll get

The base salary range for this full-time, remote position is $70,000 to $200,000, depending on your experience, skills, and location. In addition to your salary, you will have access to a comprehensive benefits package, including:

  • Medical, dental, and vision insurance.
  • Life insurance coverage.
  • A 401k retirement plan.
  • Paid time off.
  • The flexibility of working remotely from anywhere.
Ethos Life logo

Ethos Life

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Company Size

251-500

Markets

Fintech
Financial Services
Finance

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