Senior Annuities Operations Associate

Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. With its robust three-sided technology platform, Ethos is transforming the life insurance experience for consumers, agents, and carriers alike. Ethos offers instant, accessible products and a seamless online process that requires no medical exams and just a few health questions; it eliminates traditional barriers, making it easier than ever for everyone to protect their families. Ethos is redefining how life insurance is bought, sold, and underwritten.

About the Role

Ethos is looking for an Annuity Operations professional who is highly enthusiastic about working in a rapidly growing business. You will drive the Annuity Ops team toward operational excellence as a versatile, dynamic team-player who can effectively execute day-to-day tasks. This role thrives in a small team where you can make a big impact and will work collaboratively across disciplines to meet objectives. It’s ideal for someone interested in gaining experience in blitz-scaling a technology-first distributor of annuities and who has the qualities to elevate a growing team. If you enjoy a fast-paced, analytically rigorous, mission-driven, and impact-oriented environment, this role is for you.

Responsibilities

• Act as a high-impact self-starter who takes initiative to move projects forward and can operate independently when given direction
• Collaborate with the sales team to decrease their administrative workload and increase sales activities
• Contribute to the development and documentation of annuity-related processes
• Process new annuity business, including application submission, funding, and commissions
• Communicate directly with annuity carriers to move business forward and keep the sales team informed
• Collaborate with the licensing and appointment team to onboard new hires
• Improve the speed and efficiency of growth by working with Product, Marketing, and RevOps to create, test, and launch process and product enhancements
• Build elegant, robust processes, and scalable systems within an agile environment
• Help 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 either well-established firms or high-growth tech startups
• Ability to flex between high-level strategic thinking and deep-dive analytical problem solving
• Agile self-starter with a desire 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
• Comfortable with ambiguity and flexible work environments
• Salesforce system admin experience
• Experience using sales technologies

Preferred Qualifications

• Annuity, Life Insurance, or Investment sales experience
• Experience with Firelight or other annuity order entry systems

Pay

The US national base salary range for this full-time position is $83,000 - $147,000. Ranges are determined by role, level, and location. Individual pay is based on work location and additional factors, including job-related skills, experience, and relevant education or training. This range reflects base salary only and does not include applicable bonus, equity, or benefits.

Benefits

Further details of our US benefits can be found at https://www.ethoslife.com/careers/.