Sales Development Representative, Annuities

Ethos is a life insurance technology company focused on expanding access to life insurance and empowering agents through technology. The Annuity Sales Development Representative qualifies inbound and outbound leads, provides basic licensed education about annuities, and sets appointments for Annuity Sales Representatives. The role also involves managing CRM pipelines, maintaining compliance records, meeting appointment targets, and building toward advancement into a sales representative role.

Responsibilities:

• Engage inbound and outbound leads via calls, email, and SMS to qualify interest and fit for annuity products
• Conduct discovery to understand a prospect's financial situation, goals, and timeline
• Provide light, licensed-appropriate education on annuities and how Ethos' products work - enough to qualify and build trust, not to close
• Set qualified appointments for licensed Annuity Sales Representatives and hand off with clean, complete context
• Manage and prioritize a pipeline of leads through Salesforce (or equivalent CRM), including consistent follow-up
• Maintain accurate records of licensing status, disclosures, and required compliance touchpoints on every call
• Partner with the Annuity Sales team to refine qualification criteria and improve appointment show/close rates
• Hit monthly/quarterly targets for qualified appointments set
• Build toward eligibility for promotion into a full-time Annuity Sales Representative role

Requirements:

• Active state life insurance license required at time of hire — candidates must already be licensed; unlicensed candidates will not be considered
• 1 year of sales or telesales experience — this is an entry-level/junior role; prior insurance experience is a plus but not required
• Strong verbal communication skills; comfortable discussing financial products with a wide range of customers
• Coachable and eager to grow into a closing sales role
• Comfortable with high call volume and a fast-paced, metrics-driven environment
• Strong organizational skills; able to manage a multi-stage pipeline
• Based in the US (state-specific licensing requirement)
• Working knowledge of CRM tools (Salesforce or similar) preferred