Ethos · 2 weeks ago
IUL Consumer Sales Agent
Ethos is committed to simplifying the life insurance process for families by leveraging technology and data science. The Index Universal Life (IUL) Sales Specialist will engage and educate customers on IUL products, guiding them through the application and purchasing processes to ensure a seamless experience.
FinanceFinancial ServicesFinTechInsuranceInsurTechLife Insurance
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
Qualification
Required
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
Preferred
Strongly prefer sales candidates that are bilingual in English and Spanish
Company
Ethos
Ethos makes getting life insurance instant and easy.
H1B Sponsorship
Ethos has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (11)
2023 (8)
2022 (27)
2021 (17)
2020 (9)
Funding
Current Stage
Late StageTotal Funding
$413.96MKey Investors
SoftBank Vision FundGeneral CatalystGoogle Ventures
2022-01-24Series D· $7.46M
2021-07-21Series D· $100M
2021-05-11Series D· $200M
Recent News
SV Angel
2025-11-28
Ethos Technologies Inc
2025-08-13
2025-07-31
Company data provided by crunchbase