IUL Consumer Sales Agent

Ethos Life

19h•Remote

About The Position

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.

Requirements

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
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

Nice To Haves

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
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