Senior Annuities Operations Associate

Ethos Life

8d•$83,000 - $147,000•Remote

About The Position

Ethos is looking for an Annuity Operations professional that’s highly enthusiastic about working in a rapidly growing business. You will be responsible for driving the Annuity Ops team towards operational excellence by being a versatile, dynamic team-player who can effectively execute day-to-day tasks related to the Annuity Ops function. You thrive in a small team where you can make a big impact and will work collaboratively across disciplines to meet your objectives. This is a great role for someone who is interested in gaining experience in blitz-scaling a technology first distributor of annuities and who has the qualities to elevate a growing team within the company. If you enjoy working in an environment that is fast-paced, analytically rigorous, mission-driven and impact-oriented, read on and get in touch!

Requirements

5+ years of experience in sales operations, annuities, life insurance, investing, or other analytically-intensive roles at either well-established firms or high-growth tech startups
Ability to flex between high-level strategic thinking and deep-dive analytical problem solving
Agile self-starter with desire to own and be accountable for projects from Day 1
Excellent communication skills and effective cross-functional collaborator
Exceptional attention to detail and presentation skills
Comfortable with ambiguity and flexible work environments
Salesforce system admin experience
Experience using sales technologies

Nice To Haves

Annuity, Life Insurance, or Investment sales experience
Experience with Firelight or other annuity order entry systems

Responsibilities

High-impact self-starter who takes the initiative to move projects forward and can operate independently when given direction
Collaborate with the sales team to decrease their administrative workload & increase sales activities
Contribute to the development and documentation of annuity-related processes
Process new annuity business to include application submission, funding, and commissions
Communicate directly with annuity carriers to move business forward and keep sales team informed
Collaborate with the licensing & appointment team to onboard new hires
Improve the speed and efficiency of our growth by collaborating with Product, Marketing, and RevOps to create, test, and launch process and product enhancements
Focus on building elegant, robust processes, and scalable systems within an agile environment
Help optimize CRM workflows and data entry processes