Licensed Life Insurance Sales Agent

About Ethos

Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. With 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.

About the Role

The role of an Insurance Sales Specialist is to confidently guide customers through the life insurance buying process by educating customers on how life insurance works, which products are best suited for specific situations and to provide a world class customer experience by ensuring transparency in an industry that’s generally overly complicated, ambiguous and slow to adapt.

You will be responsible for outreach to customers that begin an application on our site, and will assist customers with their application, as well as guide customers through the final journey of purchasing the policy once they’ve been approved for coverage. If you’re looking for a role that is responsible for shaping the future of life insurance sales and provides security for families in the event that the worst were to happen, then look no further!

To succeed in this role, you should have a strong desire to win and overachieve, while exuding a positive attitude and positive energy with customers and teammates. We’re looking for experienced sales professionals with exceptional communication skills, a strong passion for helping others and a drive to improve and get better each day.

Duties and 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

Partner with colleagues in sales, marketing, customer experience, and product in order to execute team and company goals

Manage a pipeline of customers and perform follow-up through the application and purchasing process

Iterate and improve upon workflows and outreach strategies

Drive referral activity by creating positive customer experiences

Qualifications and Skills:

2-3 years of experience in life insurance telesales experience

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

Strongly prefer sales candidates that are bilingual in English and Spanish

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