Sales Development Representative, Annuities
Ethos LifeLife Insurance company
RemoteJunior
Sequoia Capital
Accel
Google Ventures
Goldman Sachs
General Catalyst
SoftBank
Sales & Account Management
About the role
TL;DR
Qualify annuity leads and set appointments for sales representatives.
- •Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale.
- •With its robust three-sided technology platform, Ethos is transforming the life insurance experience for consumers, agents, and carriers alike.
- •Ethos offers instant, accessible products and a seamless online process that requires no medical exams and just a few health questions; it eliminates traditional barriers, making it easier than ever for everyone to protect their families.
- •Ethos is redefining how life insurance is bought, sold, and underwritten.
- •Key Responsibilities Engage inbound and outbound leads via calls, email, and SMS to qualify interest and fit for annuity products Conduct discovery to understand a prospect's financial situation, goals, and timeline Provide light, licensed-appropriate education on annuities and how Ethos' products work Set qualified appointments for licensed Annuity Sales Representatives and hand off with clean, complete context Manage and prioritize a pipeline of leads through Salesforce (or equivalent CRM), including consistent follow-up Requirements Active state life insurance license required at time of hire 1 year of sales or telesales experience Strong verbal communication skills; comfortable discussing financial products with a wide range of customers Coachable and eager to grow into a closing sales role Comfortable with high call volume and a fast-paced, metrics-driven environment
Required skills
SalesSalesforceCRMLead Generation
Domain expertise
insurtech
Tech stack
SalesforceCRM