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Annuity Sales RepresentativeEthos • New York, New York, United States
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Annuity Sales Representative

Ethos
  • US
    New York, New York, United States
  • US
    New York, New York, United States
Jetzt Bewerben

Über

About Ethos 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 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 annuity telesales (Fixed, Fixed‑Index, or MYGA experience preferred)
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
Ability to multitask, prioritize, and manage time effectively
Ability to identify friction points for the customer and come up with solutionsExcellent 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
The US national base salary range for this full‑time position is $70,000 - $200,000. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job‑related skills, experience, and relevant education or training.
Please note that the compensation details listed in US role postings reflect the base salary only and do not include applicable bonus, equity, or benefits.
You can find further details of our US benefits at https://www.ethoslife.com/careers/.
Don’t meet every single requirement? If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. At Ethos we are dedicated to building a diverse, inclusive and authentic workplace.
We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records.
To learn more about what information we collect and how it may be used, please refer to our California Candidate Privacy Notice.
Recruitment Notice: Please be aware of recruitment scams. All legitimate communication from our team will only come from email addresses ending in @ethos.com or @getethos.com. We will never ask for payment, banking details, or sensitive personal information during the hiring process. If you are contacted by someone claiming to represent us from a different email address, please treat it as fraudulent.
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  • New York, New York, United States

Sprachkenntnisse

  • English
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