Sales Development Representative, Annuities

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/