Licensed Life Insurance Sales Agent

3 weeks ago

Bodega Bay, California, United States Ethos Life Full time
About Ethos Life

Ethos Life is a pioneering life insurance company that's revolutionizing the industry with its cutting-edge technology and personalized approach. Our mission is to make life insurance more accessible, convenient, and affordable for millions of families.

We're committed to transforming the traditional life insurance process into a seamless and user-friendly experience. Our team of experts leverages advanced data science and technology to streamline the application process, making it faster and more efficient for our customers.

At Ethos Life, we're passionate about delivering exceptional customer service and building long-lasting relationships with our clients. We're looking for talented individuals who share our vision and are eager to join our dynamic team.

The Role

We're seeking a highly motivated and experienced Insurance Sales Specialist to join our team. As an Insurance Sales Specialist, you'll play a critical role in guiding customers through the final expense life insurance buying process. Your primary responsibility will be to educate customers on how final expense insurance works, which products are best suited for their specific situations, and provide a world-class customer experience.

You'll be responsible for engaging with customers, building relationships, and driving monthly and quarterly conversion targets. If you're a sales professional with a strong passion for helping others and a drive to improve and get better each day, we want to hear from you.

Key Responsibilities:
  • Engage potential customers through inbound and outbound calls, emails, and SMS
  • Educate customers on Ethos Life's products and processes
  • Uncover and understand an individual's needs through in-depth discovery and position Ethos Life's value according to those specific needs
  • Build relationships and instill trust with customers to drive monthly and quarterly conversion targets
  • Partner with colleagues in sales, marketing, customer experience, and product 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
Requirements:
  • 1+ years of experience in final expense life insurance telesales
  • Strong proficiency working with Salesforce, Regal, or equivalent sales/CRM software preferred
  • Strong sales track record and exceptional sales techniques with the ability to overcome customer objections
  • Strongly prefer sales candidates who are bilingual in English and Spanish
  • 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-JA1

The US national base salary range for this full-time position is $46,000 - $200,000. 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.

You can find further details of our US benefits at

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 Life, we are dedicated to building a diverse, inclusive, and authentic workplace.

We are an equal opportunity employer who values diversity and inclusion and look for applicants who understand, embrace, and thrive in a multicultural world. 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.

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