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Salary: USD 83,000 - 147,000 / annual
Ethos is a life insurance technology company transforming how life insurance is bought, sold, and underwritten through a three-sided platform serving consumers, agents, and carriers. The company offers instant, accessible products with no medical exams required, democratizing access to life insurance.
You will join the Annuity Operations team as a Senior Associate, driving operational excellence and executing day-to-day annuity operations functions. This is a high-impact role in a rapidly growing business where you'll make a tangible difference within a small, collaborative team.
Key responsibilities include: collaborating with the sales team to reduce administrative burden and increase sales activities; processing new annuity business including application submission, funding, and commissions; communicating directly with annuity carriers to advance business and keep the sales team informed; contributing to process documentation and development; collaborating with licensing and appointment teams on new hire onboarding; partnering with Product, Marketing, and RevOps to create, test, and launch process and product enhancements; optimizing CRM workflows and data entry processes; and building elegant, robust, scalable systems within an agile environment.
You are a high-impact self-starter who takes initiative, operates independently when given direction, and thrives in fast-paced, analytically rigorous, mission-driven environments. You excel at both strategic thinking and deep-dive analytical problem-solving, with exceptional attention to detail and cross-functional collaboration skills.
Required: 5+ years in sales operations, annuities, life insurance, investing, or analytically-intensive roles at established firms or high-growth tech startups; Salesforce system admin experience; experience with sales technologies; excellent communication and presentation skills; comfort with ambiguity and flexible work environments. Preferred: annuity, life insurance, or investment sales experience; experience with Firelight or other annuity order entry systems.
