IUL Consumer Sales Agent
About the role
About 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. With its robust three-sided technology platform, Ethos is transforming the life insurance experience for consumers, agents, and carriers alike. Ethos offers instant, accessible products and a seamless online process that requires no medical exams and just a few health questions; it eliminates traditional barriers, making it easier than ever for everyone to protect their families. Ethos is redefining how life insurance is bought, sold, and underwritten.
About the Role
The Index Universal Life (IUL) Sales Specialist guides customers through the IUL insurance buying process by educating customers on how IULs work, which products are best suited for specific situations and providing a world class customer experience by ensuring transparency in an industry that's generally overly complicated, ambiguous and slow to adapt.
Responsibilities
- Conduct outreach to customers that begin an application on the site
- Assist customers with their application
- Guide customers through the final journey of purchasing the policy once they've been approved for coverage
- Shape the future of life insurance sales