Sales Development Representative, Annuities
New
E
EthosLife insurance
Based in the 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.
- Proficiency with CRM tools, such as Salesforce.
- Ability to work in a high call volume, fast-paced, and metrics-driven environment.
- Strong organizational skills for managing a multi-stage pipeline.
- Willingness to be coached and desire to grow into a closing sales role.
- Based in the US to meet state-specific licensing requirements.
Responsibilities
- Engage inbound and outbound leads via calls, email, and SMS to qualify interest in annuity products.
- Conduct discovery conversations to understand prospect financial goals and timelines.
- Provide light, licensed-appropriate education on annuities and Ethos product offerings.
- Set and hand off qualified appointments to Annuity Sales Representatives with complete context.
- Manage and prioritize a lead pipeline using Salesforce or an equivalent CRM.
- Maintain accurate records of licensing status, disclosures, and compliance touchpoints.
- Partner with the sales team to refine qualification criteria and improve performance metrics.
- Hit monthly and quarterly targets for qualified appointments set.
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