Original listing text, shown exactly as published by the company.
About the role
Ethos is on a mission to make financial security simple and accessible for every family. Building on our success in life insurance, we are launching a best-in-class annuities platform designed to provide families with reliable retirement income streams. As our Senior Manager, Annuities Sales, you will be a foundational leader responsible for building and scaling this critical new business. We are looking for a strategic, hands-on leader who can build the go-to-market playbook and operational engine while rolling up their sleeves as a player-coach to drive our initial sales success.
Duties and Responsibilities
- Own the entire sales funnel and revenue targets for the annuities division, operating as a hands-on player-coach who actively sells, coaches, and drives weekly execution
- Build and scale a high-performing team of licensed sales and operations professionals, establishing rigorous coaching rhythms, clear performance metrics, and effective playbooks to consistently raise close rates
- Operate a hands‑on player‑coach who actively sells, coaches, and drives weekly execution
- Architect and manage the complete operational backbone—including licensing, suitability, rollovers, and commissions—to ensure an efficient and seamless customer experience
- Influence product and portfolio strategy using customer insight and unit economics; turn findings into requirements for education, quoting, e‑app, and servicing
- Shape go‑to‑market strategy with Marketing; tighten the loop from lead quality to scripts and funnel changes
- Establish coaching rhythms (call reviews, shadowing, certifications) that consistently raise close rates and customer trust
- Design and implement scalable operational processes for everything from application to policy administration, ensuring a seamless and efficient customer experience on our platform
- Establish and manage key performance indicators (KPIs) to foster a data-driven culture of high performance and accountability for both sales and operations
Qualifications and Skills
- A proven seller with deep expertise in the annuities market and a track record of exceeding personal and team quotas in a consultative, compliance-heavy environment
- 3+ years of experience leading inside sales and operations teams in a D2C environment, with a reputation for hiring top talent, building effective playbooks, and rapidly improving performance
- Must hold an active Life & Annuity producer license, be up-to-date with NAIC training, and be ready to take live calls and close business on day one
- Mastery of the end-to-end annuity process, from suitability reviews and replacements/rollovers to funding and post-issue servicing
- An analytical operator fluent in forecasting, pipeline management, and modern CRM/telephony systems, with the ability to translate data into action
- An excellent hands-on coach and writer, able to craft effective scripts and training materials that measurably improve team performance
- A natural cross-functional partner who uses data and customer insight to influence Product, Marketing, and Engineering
- Thrives in a fast-moving, tech-forward culture with a strong bias for action and an ownership mindset to make our platform the category leader
#LI-Remote #LI-MB1
The US national base salary range for this full-time position is $102,000 -$180,000. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries 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.
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.
