Senior Annuities Operations Associate
Ethos LifeLife Insurance company
Remote$83,000 - $147,000Senior
Sequoia Capital
Accel
Google Ventures
Goldman Sachs
General Catalyst
SoftBank
Operations & Strategy
About the role
TL;DR
Drive operational excellence in annuity operations for a growing life insurance technology company.
- •Ethos is seeking a highly enthusiastic Annuity Operations professional to drive operational excellence within a rapidly growing business.
- •You will be a versatile, dynamic team-player responsible for day-to-day tasks and collaborating across disciplines to meet objectives.
- •Key Responsibilities Process new annuity business, including application submission, funding, and commissions.
- •Communicate directly with annuity carriers to advance business and inform the sales team.
- •Collaborate with Product, Marketing, and RevOps to create, test, and launch process and product enhancements.
- •Optimize CRM workflows and data entry processes.
- •Contribute to the development and documentation of annuity-related processes.
- •Requirements 5+ years of experience in sales operations, annuities, life insurance, investing, or other analytically-intensive roles.
- •Salesforce system admin experience.
- •Excellent communication and cross-functional collaboration skills.
- •Exceptional attention to detail.
- •Comfortable with ambiguity and flexible work environments.
Required skills
SalesforceSales Operations
Domain expertise
insurtech
Tech stack
Salesforce