Annuity Sales Representative (Fintech)

TL;DR

Annuity Sales Representative (Fintech): Guiding customers through the annuity buying process, educating them on products, and identifying solutions for retirement goals with an accent on ensuring transparency and providing a world-class experience. Focus on shaping the sales playbook for a new product category and building lifelong financial security for families.

Location: Remote (US) - Must be based in the US

Salary: $70,000–$200,000

Company

Ethos is a leading life insurance technology company focused on democratizing access to life insurance and empowering agents at scale.

What you will do

• Engage potential customers through inbound and outbound calls, emails, and SMS.
• Educate customers on Ethos’ products and processes, specifically for annuities.
• Uncover individual needs through in-depth discovery and position Ethos’ value.
• Build relationships and instill trust to drive monthly and quarterly conversion targets.
• Act as a key feedback loop for Product and Engineering teams to refine the Annuity platform.
• Manage a pipeline of customers and perform follow-up through the application and purchasing process.

Requirements

• 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 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.
• Excellent communication skills, including strong phone presence.

Culture & Benefits

• Opportunity to help shape the sales playbook for a brand-new product category.
• Work in a fast-paced, dynamic environment.
• Be part of a team dedicated to building a diverse, inclusive, and authentic workplace.
• Competitive US national base salary range.
• Comprehensive US benefits package.