Sales Development Representative, Annuities

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $18 - $19 / hour

⏰ Full Time

🟢 Junior

💵 Sales Development (SDR)

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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 inbound and outbound leads via calls, email, and SMS to qualify interest and fit for annuity products • Conduct discovery to understand a prospect's financial situation, goals, and timeline • Provide light, licensed-appropriate education on annuities and how Ethos' products work • Set qualified appointments for licensed Annuity Sales Representatives and provide complete handoff context • Manage and prioritize a lead pipeline through Salesforce or an equivalent CRM, including consistent follow-up • Maintain accurate records of licensing status, disclosures, and required compliance touchpoints • Partner with the Annuity Sales team to refine qualification criteria and improve appointment show and close rates • Hit monthly and quarterly targets for qualified appointments set • Build toward eligibility for promotion into a full-time Annuity Sales Representative role

🎯 Requirements

• Active state life insurance license required at time of hire; candidates must already be licensed • 1 year of sales or telesales experience • Strong verbal communication skills and comfort discussing financial products • Coachable and eager to grow into a closing sales role • Comfortable with high call volume and a fast-paced, metrics-driven environment • Working knowledge of CRM tools such as Salesforce or similar preferred • Strong organizational skills and ability to manage a multi-stage pipeline • Based in the US due to state-specific licensing requirements

🏖️ Benefits

• Benefits are referenced at https://www.ethoslife.com/careers/ but specific benefits are not listed in the posting • Opportunity to advance into a full-time, commission-eligible Annuity Sales Representative role • Base salary excludes applicable bonus, equity, or benefits