Annuity Sales Representative

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
• Able to multitask, prioritize, and manage time effectively
• Able 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