Role overview

Qualifications

2-3 years of experience in life insurance telesales experience
Strong proficiency working with Salesforce or equivalent sales/CRM software
Strong sales track record and exceptional sales techniques with the ability to overcome customer objections
Strongly prefer sales candidates that are bilingual in English and Spanish

Responsibilities

Engage potential customers through inbound and outbound calls, emails and SMS
Educate customers on Ethos’ products and processes
Uncover and understand an individual’s needs through in-depth discovery and position Ethos’ value according to those specific needs
Build relationships and instill trust with customers in order to drive monthly and quarterly conversion targets

Key facts

Remote from: United States
Full time
Mid-level (2-5 years)
Sales Representative - B2C
English, Spanish

Hard skills

Life Insurance Sales Cross-Functional Collaboration Aftercare Outbound Calls Pipeline Planning Referral Marketing Process Improvement Short Message Peer-To-Peer Customer Experience Improvement Email Marketing Inbound Calls Product Knowledge

Other skills

Relationship Building
Needs Assessment
Success Driven
Adaptability
Multitasking
Time Management
Teamwork
Customer Service
Organizational Skills
Quick Learning
Prioritization
Problem Solving

About the company

Ethos Life Agents

Insurance

Ethos is a technology company that makes getting life insurance easier, faster, and better for everyone. We leverage deep technology and data science in our mission to protect the next million families by streamlining the life insurance process so it's more accessible and convenient. We’ve issued billions in coverage each month and eliminated the traditional barriers, ushering the industry into the modern age. This full-stack technology platform is the backbone of family financial health. Ethos has raised over $400 million from Sequoia Capital, SoftBank Vision Fund 2, Accel, and Google Ventures (GV). We are listed in Forbes’ Top 50 Fintechs of 2020. Come join us on our mission to protect the next million families. https://www.ethoslife.com/self-serve-refer/?r=49884

Company details

Company typeSME

IndustryInsurance

Company size501 - 1000

Links

Website LinkedIn See all jobs

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Job description

About Ethos

Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. With its robust three-sided technology platform, Ethos is transforming the life insurance experience for consumers, agents, and carriers alike. Ethos offers instant, accessible products and a seamless online process that requires no medical exams and just a few health questions; it eliminates traditional barriers, making it easier than ever for everyone to protect their families. Ethos is redefining how life insurance is bought, sold, and underwritten.

About the Role

The role of an Index Universal Life (IUL) Sales Specialist is to confidently guide customers through the IUL insurance buying process by educating customers on how IULs works, which products are best suited for specific situations and to provide a world class customer experience by ensuring transparency in an industry that’s generally overly complicated, ambiguous and slow to adapt.

You will be responsible for outreach to customers that begin an application on our site, and will assist customers with their application, as well as guide customers through the final journey of purchasing the policy once they’ve been approved for coverage. If you’re looking for a role that is responsible for shaping the future of life insurance sales and provides security for families in the event that the worst were to happen, then look no further!

To succeed in this role, you should have a strong desire to win and overachieve, while exuding a positive attitude and positive energy with customers and teammates. We’re looking for experienced sales professionals with exceptional communication skills, a strong passion for helping others and a drive to improve and get better each day. In this role, you will:

Duties and Responsibilities:

Engage potential customers through inbound and outbound calls, emails and SMS
Educate customers on Ethos’ products and processes
Uncover and understand an individual’s needs through in-depth discovery and position Ethos’ value according to those specific needs
Build relationships and instill trust with customers in order to drive monthly and quarterly conversion targets
Partner with colleagues in sales, marketing, customer experience, and product in order to execute team and company goals
Manage a pipeline of customers and perform follow-up through the application and purchasing process
Iterate and improve upon workflows and outreach strategies
Drive referral activity by creating positive customer experiences

Qualifications and Skills:

2-3 years of experience in life insurance telesales experience
Strong proficiency working with Salesforce or equivalent sales/CRM software
Strong sales track record and exceptional sales techniques with the ability to overcome customer objections
Strongly prefer sales candidates that are bilingual in English and Spanish
Ability to multitask, prioritize, and manage time effectively
Ability to identify friction points for the customer and come up with solutions
Excellent time management and organizational skills
Can adapt to changes quickly
Incredible drive to win
Quick learner comfortable in a fast-paced, dynamic environment
Excellent communication skills including strong phone presence
Passionate about delivering exceptional customer service

#LI-Remote #LI-AG1

The US national on target earnings (OTE) range for this full-time position is $70,000-200,000. Our ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire on target earnings (OTE) for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. We offer a W-2 hourly base pay plus commissions

Please note that the compensation details listed in US role postings reflect the base salary only and do not include applicable bonus, equity, or benefits.

You can find further details of our US benefits at https://www.ethoslife.com/careers/

Don’t meet every single requirement? If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. At Ethos we are dedicated to building a diverse, inclusive and authentic workplace.

We are an equal opportunity employer.. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records.

To learn more about what information we collect and how it may be used, please refer to our California Candidate Privacy Notice.

Recruitment Notice: Please be aware of recruitment scams. All legitimate communication from our team will only come from email addresses ending in @ethos.com or @getethos.com.
We will never ask for payment, banking details, or sensitive personal information during the hiring process. If you are contacted by someone claiming to represent us from a different email address, please treat it as fraudulent.