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Annuity Sales Representative

5 months, 2 weeks ago
United States
Full-time
Senior
Sales Representative
Sales and Business Development
Salesforce
Apply Now
Ethos Solutions

Ethos Solutions

Ethos Solutions is a Technical Professional Services organization specializing in Salesforce Development and Custom Application Development. With over eight years of experience as a certified Salesforce Silver consulting partner, Ethos offers services ...

Professional Services
1-10
Founded 2006
View All Jobs 13

Description

  • Engage potential customers through inbound and outbound calls, emails, and SMS.
  • Educate customers on Ethos products and processes.
  • Uncover customer needs through in-depth discovery and match solutions to retirement goals.
  • Build trust with customers to drive monthly and quarterly conversion targets.
  • Manage a pipeline of customers and follow up through the application and purchasing process.
  • Serve as a feedback loop for Product and Engineering by sharing customer friction points.
  • Contribute to sales scripts, outreach strategies, and workflow improvements for the new annuity category.
  • Drive referral activity by creating positive customer experiences.

Requirements

  • Active Life and Health Insurance License is required.
  • Completion of state-required Annuity Suitability training/certifications is required.
  • 2-3 years of experience in direct-to-consumer annuity telesales is preferred, including Fixed, Fixed-Index, or MYGA experience.
  • 7+ years of experience in annuity, life, or health insurance sales.
  • Strong proficiency with Salesforce or equivalent sales/CRM software.
  • Strong sales track record with the ability to overcome customer objections.
  • Ability to multitask, prioritize, and manage time effectively.
  • Excellent communication skills, including strong phone presence.
  • Ability to adapt quickly and work in a fast-paced, dynamic environment.
  • Passion for delivering exceptional customer service.

Benefits

  • US national base salary range of $70,000 - $200,000.
  • Eligibility for additional bonus and equity compensation.
  • Remote-friendly role (#LI-Remote).
  • Opportunity to help shape the sales playbook for a brand-new product category.
  • Work in an inclusive workplace with consideration for qualified applicants regardless of background or status.

Interested in this position?

Apply directly on the company website

Apply Now

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