Senior Annuities Operations Associate

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $83k - $147k / year

⏰ Full Time

🟠 Senior

⚙️ Operations

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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

• Drive the Annuity Operations team toward operational excellence • Collaborate with Sales to reduce administrative workload and increase sales activities • Develop and document annuity-related processes • Process new annuity business, including application submission, funding, and commissions • Communicate directly with annuity carriers and keep the Sales team informed • Collaborate with Licensing and Appointment to onboard new hires • Partner with Product, Marketing, and RevOps to create, test, and launch process and product enhancements • Build robust, scalable processes and systems in an agile environment • Optimize CRM workflows and data-entry processes

🎯 Requirements

• 5+ years of experience in sales operations, annuities, life insurance, investing, or other analytically-intensive roles at established firms or high-growth tech startups • Ability to combine strategic thinking with deep-dive analytical problem solving • Self-starter able to own and be accountable for projects from Day 1 • Excellent communication skills and effective cross-functional collaboration • Exceptional attention to detail and presentation skills • Comfort with ambiguity and flexible work environments • Salesforce system administration experience • Experience using sales technologies • Annuity, life insurance, or investment sales experience preferred • Experience with Firelight or other annuity order-entry systems preferred

🏖️ Benefits

• Base salary of $83,000–$147,000 per year • US benefits information provided via Ethos careers page • Applicable bonus, equity, and benefits are referenced as compensation extras, though details are not specified • Flexible work environments