Similar Jobs
See allSr Operations Processor – Annuity New Business
Partner Company
US
Annuities
Microsoft 365
Communication
Annuity Account Manager US Sales – Account Executive
Partner Company
US
Annuities
Relationship Management
CRM
New Sales Development Representative, Annuities
Ethos
US
Sales
Communication
CRM
Annuity Sales Vice President - IMO Channel
Partner Company
Canada
Insurance Sales
Relationship Management
Consultative Selling
National Account Manager
Group 1001
US
Customer Service
Operations
Presentation Skills
About the Role:
- You will be responsible for driving the Annuity Ops team towards operational excellence.
- You thrive in a small team where you can make a big impact and work collaboratively.
Duties and Responsibilities:
- Collaborate with the sales team to decrease their administrative workload.
- Process new annuity business to include application submission, funding, and commissions.
- Optimize CRM workflows and data entry processes.
Qualifications and Skills:
- 5+ years of experience in sales operations, annuities, or life insurance.
- Ability to flex between high-level strategic thinking and deep-dive analytical problem solving.
- Excellent communication skills and effective cross-functional collaborator.
Why Ethos?:
- Join a mission-driven company transforming the life insurance experience.
- Work in a fast-paced, analytically rigorous environment.
- Enjoy a remote work culture with a focus on impact and growth.
Ethos
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. The company is rapidly growing and values diversity, inclusion, and authenticity.