IUL Consumer Sales Agent

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
• Partner with colleagues in sales, marketing, customer experience, and product in order to execute team and company goals
• Manage a pipeline of customers and perform follow-up through the application and purchasing process
• Iterate and improve upon workflows and outreach strategies
• Drive referral activity by creating positive customer experiences

Qualifications And Skills

• 2-3 years of experience in life insurance telesales experience
• 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
• Strongly prefer sales candidates that are bilingual in English and Spanish
• 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