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

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 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.

Annuity Sales Representative

Key skills