IUL Consumer Sales Agent

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.