Annuity Sales Representative

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

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. If you’re looking for a role where you can help shape the sales playbook for a brand-new product category while providing lifelong financial security for families, this is it.

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

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

Qualifications and 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