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

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
Ability to multitask, prioritize, and manage time effectively
Ability 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.

Consumer Sales Agent

Key skills