Annuity Sales Representative

Ethos (Nasdaq: $LIFE) is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents h its robust three-sided technology platform, Ethos is transforming the life insurance experience for consumers, agents, and carriers alike. Ethos offers instant, accessible products and a seamless online process that requires no medical exams and just a few health questions;

it eliminates traditional barriers, making it easier than ever for everyone to protect their families. Ethos is redefining how life insurance is bought, sold, and underwritten. 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.

Compensation:
The US national base salary range for this full-time position is $70,000 - $400,000 (performance compensation is uncapped). 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.

• 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
• 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

• 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
• Excellent communication skills including strong phone presence
• Passionate about delivering exceptional customer service