Sales Development Representative, Annuities (Insurance Technology)

Location: Remote US; candidates must be based in the United States and hold an active state life insurance license at the time of hire.

Salary: $18–$19 per hour base salary, excluding applicable bonus, equity, and benefits.

Company

Ethos is a life insurance technology company providing digital insurance products and technology for consumers, agents, and carriers.

What you will do

• Engage inbound and outbound leads by phone, email, and SMS to qualify interest and fit for annuity products.
• Conduct discovery conversations about prospects’ financial situations, goals, and timelines.
• Provide basic, license-appropriate education about annuities and Ethos products without making full recommendations or closing sales.
• Set qualified appointments for licensed Annuity Sales Representatives and provide complete handoff context.
• Manage and prioritize a multi-stage lead pipeline in Salesforce or a similar CRM, including follow-up.
• Maintain licensing, disclosure, compliance, and call records while collaborating with the Annuity Sales team to improve appointment results.

Requirements

• Active state life insurance license required at the time of hire; unlicensed candidates will not be considered.
• At least one year of sales or telesales experience.
• Strong verbal communication skills and comfort discussing financial products with varied customers.
• Ability to handle high call volumes in a fast-paced, metrics-driven environment.
• Strong organization skills and working knowledge of Salesforce or a similar CRM.
• Must be based in the US because of state-specific licensing requirements.

Nice to have

• Prior insurance experience.
• Interest in progressing into a full-time, commission-eligible Annuity Sales Representative role.

Culture & Benefits

• Full-time employment with a remote US work arrangement.
• Growth path toward a full-time, commission-eligible Annuity Sales Representative position.
• Inclusive and authentic workplace focused on diversity and equal opportunity.
• Additional bonus, equity, and benefits may apply beyond the stated base salary.