Annuity Sales Representative

Job not on LinkedIn

🕒 March 4

🇺🇸 United States – Remote

💵 $70k - $200k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

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Ethos

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

Ethos is a life insurance provider offering a fast and convenient way for customers to apply for and receive life insurance coverage. Specializing in no-medical-exam policies, Ethos allows individuals to secure life insurance quickly, with coverage options ranging from term life for various durations to guaranteed whole life policies. The company emphasizes ease of use, providing online tools such as coverage calculators and educational resources, as well as customer and agent support. Ethos also offers additional benefits like estate planning aids as part of its insurance packages.

📋 Description

• 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

🎯 Requirements

• Active Life and Health Insurance License (Required) • Completion of state-required Annuity Suitability training/certifications • 2-3 years of experience in annuity telesales (Fixed, Fixed-Index, or MYGA experience preferred) • 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.

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Remote work options