Licensed Life Insurance Sales Agent

The role

The Insurance Sales Specialist guides customers through the life insurance buying process. You will educate customers on products and assist them with applications and purchasing policies.

What you will do

• 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
• Build relationships and instill trust to drive monthly and quarterly conversion targets
• Partner with colleagues in sales, marketing, customer experience, and product
• 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

Required qualifications

• 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 have

• bilingual in English and Spanish

About the company

Ethos is a life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale.