Licensed Life Insurance Sales Agent

The Insurance Sales Specialist role at Ethos involves guiding customers through the life insurance buying process, educating them on products and processes, and providing a positive customer experience. The successful candidate will engage potential customers through various channels, build relationships and trust, manage a pipeline of customers, and drive referral activity. Qualifications include 2-3 years of life insurance telesales experience, strong proficiency in Salesforce or equivalent sales/CRM software, exceptional sales techniques, and excellent communication skills. The salary range for this full-time position is $46,000 - $200,000.

• 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
• 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
• Start up grit and 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

• 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
• Start up grit and 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