Sales Development Representative, Annuities

This is a fully remote position, open to applicants in United States.

📋 Description

• Connect with inbound and outbound leads through calls, emails, and SMS to assess interest and suitability for annuity products.

• Perform discovery calls to gain insights into a prospect's financial circumstances, objectives, and timelines.

• Offer basic, licensed-appropriate education about annuities and explain how Ethos' products function.

• Schedule qualified appointments for licensed Annuity Sales Representatives and ensure a comprehensive handoff context.

• Oversee and prioritize a lead pipeline using Salesforce or a similar CRM, including regular follow-ups.

• Keep precise records of licensing status, disclosures, and essential compliance interactions.

• Collaborate with the Annuity Sales team to enhance qualification criteria and increase appointment show and close rates.

• Achieve monthly and quarterly goals for the number of qualified appointments set.

• Work towards eligibility for promotion to a full-time Annuity Sales Representative position.

⛳️ Requirements

• Active state life insurance license is mandatory at the time of hire; candidates must already possess a license.

• At least 1 year of sales or telesales experience is required.

• Excellent verbal communication skills and comfort in discussing financial products are essential.

• Must be coachable and eager to progress into a closing sales role.

• Comfortable handling a high volume of calls in a fast-paced, metrics-driven environment.

• Familiarity with CRM tools such as Salesforce or similar platforms is preferred.

• Strong organizational abilities and capacity to manage a multi-stage pipeline are necessary.

• Must be based in the US due to state-specific licensing requirements.

🏝️ Benefits

• Benefits are detailed at https://www.ethoslife.com/careers/, but specific benefits are not mentioned in the posting.

• Opportunity for advancement into a full-time, commission-eligible Annuity Sales Representative position.

• Base salary does not include applicable bonuses, equity, or benefits.