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Ethos Logo Ethos · Sales

Iul consumer sales agent

United States 70000.00 USD / Year · Job Posted December 08, 2025
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Job Description

The role of an Index Universal Life (IUL) Sales Specialist is to confidently guide customers through the IUL insurance buying process by educating customers on how IULs works, which products are best suited for specific situations and to provide a world class customer experience by ensuring transparency in an industry that’s generally overly complicated, ambiguous and slow to adapt. You will be responsible for outreach to customers that begin an application on our site, and will assist customers with their application, as well as guide customers through the final journey of purchasing the policy once they’ve been approved for coverage.

Job Responsibility

  • 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

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
  • Strongly prefer sales candidates that 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
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