Iul Consumer Sales Agent

Summary

Join Ethos as an Index Universal Life (IUL) Sales Specialist and guide customers through the IUL insurance buying process. Educate customers on IULs, identify suitable products, and ensure a transparent customer experience. You will engage customers through various channels, understand their needs, build relationships, and drive sales targets. Collaborate with colleagues across different departments to achieve company goals. This role requires strong sales experience, excellent communication skills, and a passion for helping others. Ethos offers a competitive compensation package and a dynamic work environment.

Requirements

• 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

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

Preferred Qualifications

Sales candidates that are bilingual in English and Spanish

Benefits

• W-2 hourly base pay plus commissions
• US national on target earnings (OTE) range for this full-time position is $70,000-125,000