Note: The job is a remote job and is open to candidates in USA. Ethos is a life insurance technology company focused on expanding access to life insurance and empowering agents through technology. The Annuity Sales Representative will guide customers through the annuity purchasing process, educate them on products, identify solutions aligned with retirement goals, and support applications through policy purchase. The role also involves customer outreach, pipeline management, sales playbook development, and feedback to Product and Engineering teams.
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
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
- Excellent communication skills including strong phone presence
- Passionate about delivering exceptional customer service
- Fixed, Fixed-Index, or MYGA experience preferred
Benefits
- Uncapped performance compensation
- Remote work
Company Overview
Company H1B Sponsorship