Annuity Sales Representative
Job description
Annuity Sales Representative at Ethos Life
About the role
Join Ethos Life as an early member of our Annuity Sales team. You will guide individuals through the annuity purchasing journey, explaining product details and matching them with suitable retirement solutions. Your goal is to provide a clear and positive experience in a complex financial landscape.
Key facts
What you'll do
Connect with prospective clients via phone, email, and text to discuss their needs.
Explain Ethos' annuity products and the application process.
Understand client financial goals and recommend appropriate solutions.
Build rapport and trust to meet sales targets.
Provide feedback to product and engineering teams on customer experience.
Manage a client pipeline from initial contact through purchase.
Assist in developing sales strategies and scripts for this new product line.
Encourage client referrals by delivering excellent service.
Requirements
Hold an active Life and Health Insurance License.
Completed state-required Annuity Suitability training.
2-3 years of experience in direct-to-consumer annuity telesales, with a preference for Fixed, Fixed-Index, or MYGA products.
A total of 7+ years of experience in annuity, life, or health insurance sales.
Proficient in using Salesforce or similar CRM software.
Demonstrated sales success and ability to address customer concerns.
Capacity to manage multiple tasks, prioritize effectively, and organize your time.
Ability to identify and resolve customer challenges.
Adaptable to change and comfortable in a fast-paced environment.
Strong communication skills and a professional phone presence.
Nice to have
A strong drive to succeed and a quick learning ability.
Skills & tools
Salesforce or equivalent CRM software
Practical notes
US national base salary range: $70,000 - $200,000.
Compensation is determined by role, level, and location, and may include base salary, bonus, and equity.
Benefits information can be found at ethoslife.com/careers.
Ethos Life is an equal opportunity employer.
All legitimate communications will come from email addresses ending in @ethos.com or @getethos.com.