IUL Consumer Sales Agent

2-3 years of experience in life insurance telesales experience

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

Strongly prefer sales candidates that are bilingual in English and Spanish

Ability to multitask, prioritize, and manage time effectively

Ability to identify friction points for the customer and come up with solutions

The role of an Index Universal Life (IUL) Sales Specialist is to confidently guide customers through the IUL insurance buying process by educating customers on how IULs works, which products are best suited for specific situations and to provide a world class customer experience by ensuring transparency in an industry that’s generally overly complicated, ambiguous and slow to adapt.

You will be responsible for outreach to customers that begin an application on our site, and will assist customers with their application, as well as guide customers through the final journey of purchasing the policy once they’ve been approved for coverage. If you’re looking for a role that is responsible for shaping the future of life insurance sales and provides security for families in the event that the worst were to happen, then look no further!

To succeed in this role, you should have a strong desire to win and overachieve, while exuding a positive attitude and positive energy with customers and teammates. We’re looking for experienced sales professionals with exceptional communication skills, a strong passion for helping others and a drive to improve and get better each day. In this role, you will:

Engage potential customers through inbound and outbound calls, emails and SMS

Educate customers on Ethos’ products and processes