Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. With its robust three-sided technology platform, Ethos is transforming the life insurance experience for consumers, agents, and carriers alike. Ethos offers instant, accessible products and a seamless online process that requires no medical exams and just a few health questions; it eliminates traditional barriers, making it easier than ever for everyone to protect their families. Ethos is redefining how life insurance is bought, sold, and underwritten.
About the role
The Annuity SDR is the first point of contact for prospective customers exploring annuity products with Ethos. This is a junior, licensed role focused on qualifying leads and setting appointments for our full-time Annuity Sales Representatives - not closing business. Because you're licensed, you'll be able to speak knowledgeably about annuity basics and Ethos' offerings during the qualification conversation, without getting into full product recommendations or sales.
This role is also a growth path: strong performers who want to move into a full-time, commission-eligible Annuity Sales Rep seat will have the opportunity to advance, using this role to build product knowledge, phone skills, and a track record.
Duties and Responsibilities:
- Engage inbound and outbound leads via calls, email, and SMS to qualify interest and fit for annuity products
- Conduct discovery to understand a prospect's financial situation, goals, and timeline
- Provide light, licensed-appropriate education on annuities and how Ethos' products work - enough to qualify and build trust, not to close
- Set qualified appointments for licensed Annuity Sales Representatives and hand off with clean, complete context
- Manage and prioritize a pipeline of leads through Salesforce (or equivalent CRM), including consistent follow-up
- Maintain accurate records of licensing status, disclosures, and required compliance touchpoints on every call
- Partner with the Annuity Sales team to refine qualification criteria and improve appointment show/close rates
- Hit monthly/quarterly targets for qualified appointments set
- Build toward eligibility for promotion into a full-time Annuity Sales Representative role
Qualifications and Skills:
- Active state life insurance license required at time of hire — candidates must already be licensed; unlicensed candidates will not be considered
- 1 year of sales or telesales experience — this is an entry-level/junior role; prior insurance experience is a plus but not required
- Strong verbal communication skills; comfortable discussing financial products with a wide range of customers
- Coachable and eager to grow into a closing sales role
- Comfortable with high call volume and a fast-paced, metrics-driven environment
- Working knowledge of CRM tools (Salesforce or similar) preferred
- Strong organizational skills; able to manage a multi-stage pipeline
- Based in the US (state-specific licensing requirement)
#LI-Remote - #LI-SG2
The US national base salary range for this full-time position is $18-$19/hour. 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.
We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records.
To learn more about what information we collect and how it may be used, please refer to our California Candidate Privacy Notice.
Recruitment Notice: Please be aware of recruitment scams. All legitimate communication from our team will only come from email addresses ending in @ethos.com or @getethos.com.
We will never ask for payment, banking details, or sensitive personal information during the hiring process. If you are contacted by someone claiming to represent us from a different email address, please treat it as fraudulent.
Similar Jobs
What you need to know about the Boston Tech Scene
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
