Note: The job is a remote job and is open to candidates in USA. Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance. As the Senior Manager, Annuities Sales, you will be responsible for building and scaling a new annuities platform and leading a team to drive sales success.
Responsibilities
- Own the entire sales funnel and revenue targets for the annuities division, operating as a hands-on player-coach who actively sells, coaches, and drives weekly execution
- Build and scale a high-performing team of licensed sales and operations professionals, establishing rigorous coaching rhythms, clear performance metrics, and effective playbooks to consistently raise close rates
- Operate a hands‑on player‑coach who actively sells, coaches, and drives weekly execution
- Architect and manage the complete operational backbone—including licensing, suitability, rollovers, and commissions—to ensure an efficient and seamless customer experience
- Influence product and portfolio strategy using customer insight and unit economics; turn findings into requirements for education, quoting, e‑app, and servicing
- Shape go‑to‑market strategy with Marketing; tighten the loop from lead quality to scripts and funnel changes
- Establish coaching rhythms (call reviews, shadowing, certifications) that consistently raise close rates and customer trust
- Design and implement scalable operational processes for everything from application to policy administration, ensuring a seamless and efficient customer experience on our platform
- Establish and manage key performance indicators (KPIs) to foster a data-driven culture of high performance and accountability for both sales and operations
Skills
- A proven seller with deep expertise in the annuities market and a track record of exceeding personal and team quotas in a consultative, compliance-heavy environment
- 3+ years of experience leading inside sales and operations teams in a D2C environment, with a reputation for hiring top talent, building effective playbooks, and rapidly improving performance
- Must hold an active Life & Annuity producer license, be up-to-date with NAIC training, and be ready to take live calls and close business on day one
- Mastery of the end-to-end annuity process, from suitability reviews and replacements/rollovers to funding and post-issue servicing
- An analytical operator fluent in forecasting, pipeline management, and modern CRM/telephony systems, with the ability to translate data into action
- An excellent hands-on coach and writer, able to craft effective scripts and training materials that measurably improve team performance
- A natural cross-functional partner who uses data and customer insight to influence Product, Marketing, and Engineering
- Thrives in a fast-moving, tech-forward culture with a strong bias for action and an ownership mindset to make our platform the category leader
Company Overview