Sales Development Representative, Annuities
New
E
EthosLife Insurance
Remote USFull-TimeJunior
Salary18 - 19 USD per hour
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Job Details
- Experience
- 1 year of sales or telesales experience
- Required Skills
- SalesforceCRM
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
- Coachable and eager to grow into a closing sales role
- Comfortable with high call volume and a fast-paced, metrics-driven environment
- Working knowledge of CRM tools (Salesforce or similar) preferred
- Strong organizational skills; able to manage a multi-stage pipeline
- Based in the US (state-specific licensing requirement)
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
- Maintain accurate records of licensing status, disclosures, and required compliance touchpoints
- Partner with the Annuity Sales team to refine qualification criteria
- Hit monthly/quarterly targets for qualified appointments set
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