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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.
What they're looking for
- 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
More about this role
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.
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...
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