Senior Manager, Annuities Sales

About the role

Ethos is expanding its financial security offerings by launching a new annuities platform to provide reliable retirement income. We need a foundational leader to build and grow this critical business. This role requires a strategic individual who can develop the market entry plan and operational framework, while also actively participating in sales as a player-coach to drive initial success.

Key facts

What you'll do

• Take ownership of the complete sales cycle and revenue goals for the annuities division, acting as a hands-on player-coach who sells, mentors, and oversees daily execution.
• Develop and expand a high-performing team of licensed sales and operations professionals by establishing clear performance benchmarks, effective playbooks, and structured coaching to improve closing rates.
• Construct and manage the essential operational infrastructure, including licensing, suitability, rollovers, and commission processing, to ensure a smooth customer journey.
• Contribute to product and portfolio strategy by providing customer insights and economic data, translating these into requirements for educational materials, quoting tools, electronic applications, and customer service.
• Collaborate with Marketing to define the go-to-market approach, refining lead quality, sales scripts, and funnel adjustments.
• Implement structured coaching sessions, such as call reviews, shadowing, and certifications, to consistently enhance closing percentages and customer confidence.
• Design and deploy scalable operational procedures for the entire process, from application submission to policy administration, ensuring an efficient customer experience.
• Define and track key performance indicators (KPIs) to cultivate a data-driven culture focused on high performance and accountability across sales and operations.

Requirements

• A proven sales professional with extensive knowledge of the annuities market and a history of exceeding personal and team sales targets in a regulated, consultative setting.
• A minimum of 3 years of experience managing inside sales and operations teams in a direct-to-consumer environment, with a record of attracting top talent, creating effective playbooks, and driving performance improvements.
• Must possess an active Life & Annuity producer license, be current with NAIC training, and be prepared to handle live calls and close business immediately.
• Comprehensive understanding of the entire annuity process, from suitability assessments and rollovers to funding and post-issue support.
• An analytical individual proficient in forecasting, pipeline management, and utilizing modern CRM and telephony systems, capable of transforming data into actionable strategies.
• An adept coach and communicator skilled in developing effective scripts and training materials that demonstrably improve team results.
• A collaborative team member who uses data and customer feedback to influence Product, Marketing, and Engineering departments.

Nice to have

• Experience in a fast-paced, technology-focused company with a proactive approach and a commitment to making the platform a market leader.

Skills & tools

• CRM systems
• Telephony systems
• Sales scripting and training development
• Performance analytics and forecasting

Practical notes

• US national base salary range: $83,000 - $147,000.
• Compensation is determined by role, level, and location.
• The listed range represents the target for new hires across all US locations.
• Individual pay is influenced by work location, skills, experience, and education.
• Compensation details reflect base salary only; bonus, equity, or other benefits are separate.
• US benefits information available at https://www.ethoslife.com/careers/.
• All legitimate communication from Ethos will be from email addresses ending in @ethos.com or @getethos.com.
• Ethos will never request payment, banking details, or sensitive personal information during the hiring process.