Annuity Sales Representative
Join Ethos Life as an Annuity Sales Representative to guide customers through the annuity buying process in a fully remote role.
Posted by employer 8 months ago
First seen on Joblaze 2 months ago
Last verified on the company career page 1 day ago
Requirements
- Experience
- 2–7 years
- Education
- No formal education required
Not disclosed in this posting: visa sponsorship.
Joblaze summary
In the role of Annuity Sales Representative at Ethos Life, the individual will guide customers through the annuity purchasing process, ensuring they understand their options and feel supported. Key skills include a strong background in annuity sales, proficiency with CRM tools like Salesforce, and the ability to build trust with clients. This position is ideal for experienced sales professionals who thrive in a fast-paced environment and are passionate about delivering exceptional customer service. As part of a new team, the representative will also contribute to shaping sales strategies for a pioneering product category.
Joblaze insights
- Listed about 2 months ago — first seen on Joblaze September 3, 2026. Last confirmed on Ethos Life's careers page November 10, 2026.
- Salary band is below the typical range for Sales/Marketing roles (median ~$140,000).
- Starts above 15% of 872 comparable mid sales/marketing roles in United States we track (median $115,000 across 184 companies).
Quick facts
- Is the Annuity Sales Representative role remote?
- Yes — Ethos Life lists this as a fully remote position.
- What's the salary range?
- Ethos Life lists $70,000–$400,000 for this role.
- How much experience is required?
- 2–7 years of relevant experience for this Annuity Sales Representative role.
- What seniority level is this role?
- Ethos Life targets mid-level candidates for this position.
- Is this full-time or contract?
- Full-time for this Annuity Sales Representative role at Ethos Life.
From the original posting
About Ethos
About the role
As a founding Member of the Annuity Sales team, your role is to confidently guide customers through the annuity buying process. You will educate customers on how these products work, identify which solutions are best suited for their retirement goals, and provide a world-class experience by ensuring transparency in an industry that’s generally overly complicated and slow to adapt.
You will be responsible for outreach to customers who begin a needs assessment on our site, assisting them with their applications, and guiding them through the final journey of purchasing their policy. If you’re looking for a role where you can help shape the sales playbook for a brand-new product category while providing lifelong financial security for families, this is it.
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
- Act as a key feedback loop for our Product and Engineering teams (sharing insights on customer friction points to help refine the new Annuity platform)
- Manage a pipeline of customers and perform follow-up through the application and purchasing process
- Contribute to the creation of sales scripts, outreach strategies, and workflow iterations for this new category
- Drive referral activity by creating positive customer experiences
Qualifications and Skills:
- Active Life and Health Insurance License (Required)
- Completion of state-required Annuity Suitability training/certifications
- 2-3 years of experience in direct-to-consumer annuity telesales (Fixed, Fixed-Index, or MYGA experience preferred)
- 7+ years of experience in annuity, life or health insurance sales
- 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
#LI-Remote #LI-SG2
The US national base salary range for this full-time position is $70,000 -$400,000 (performance compensation is uncapped). 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.
You can find further details of our US benefits at https://www.ethoslife.com/careers/
Don’t meet every single requirement? If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. At Ethos we are dedicated to building a diverse, inclusive and authentic workplace.
Standard company text repeated across Ethos Life's postings is omitted here.