Ethos logo
Ethos

Ethos blends industry expertise and technology to provide accessible and affordable life insurance coverage.

Annuity Sales Representative

Location

United States

Posted

94 days ago

Salary

$70K - $200K / year

Seniority

Senior

Professional Certificate3 yrs expEnglish

Job Description

Annuity Sales Representative

Ethos

• 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

Job 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.

Benefits

  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Remote work options

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