Annuity Sales Representative

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

As a founding Member of the Annuity Sales team, your role is to confidently guide customers through the annuity buying process. You will educate customers on how these products work, identify which solutions are best suited for their retirement goals, and provide a world-class experience by ensuring transparency in an industry that’s generally overly complicated and slow to adapt.

You will be responsible for outreach to customers who begin a needs assessment on our site, assisting them with their applications, and guiding them through the final journey of purchasing their policy. If you’re looking for a role where you can help shape the sales playbook for a brand-new product category while providing lifelong financial security for families, this is it.

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