Sales Development Representative, Annuities

📋 Description

• Engage inbound and outbound leads to qualify interest for annuity products
• Conduct discovery to understand financial goals and timeline
• Provide licensed education on annuities and Ethos offerings
• Set qualified appointments for licensed Annuity Sales Reps
• Manage pipeline in Salesforce (or similar CRM)
• Maintain licensing status and compliance touchpoints on every call

🎯 Requirements

• Active state life insurance license required at time of hire
• 1 year of sales or telesales experience
• Strong verbal communication skills
• Coachable and eager to grow into a closing role
• Comfortable with high call volume and a metrics-driven environment
• Working knowledge of CRM tools (Salesforce or similar) preferred

🎁 Benefits

• Remote US-based role
• Growth path to full-time Annuity Sales Rep
• Equal opportunity employer
• Learn about Ethos benefits at ethos site