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Remote Annuity Sales Jobs (NOW HIRING)

Ethos Life

Annuity Sales Representative

$70K - $200K/yr

About the role As a founding Member of the Annuity Sales team, your role is to confidently guide ... Passionate about delivering exceptional customer service #LI-Remote #LI-AG1 The US national base ...

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Remote Annuity Sales information

What is the difference between Remote Annuity Sales vs Remote Life Insurance Sales?

AspectRemote Annuity SalesRemote Life Insurance Sales
Required CredentialsLicenses in annuities, securities, or insuranceLife insurance license, securities license (if applicable)
Work EnvironmentRemote, client meetings, financial planningRemote, client consultations, policy sales
Industry UsageFinancial services, retirement planningInsurance, estate planning
Search & Comparison IntentFocus on retirement income productsFocus on life coverage and estate planning

Remote Annuity Sales and Remote Life Insurance Sales both involve remote client interactions and require insurance licenses. However, annuity sales focus on retirement income products, while life insurance sales emphasize life coverage and estate planning. Understanding these differences helps job seekers target the right roles in financial and insurance industries.

What are the key skills and qualifications needed to thrive as a Remote Annuity Sales professional, and why are they important?

To thrive as a Remote Annuity Sales professional, you need a solid understanding of insurance products, financial planning concepts, and typically a state insurance license. Familiarity with CRM software, virtual meeting platforms, and e-signature systems is crucial for managing client interactions remotely. Strong interpersonal skills, persuasive communication, and self-motivation help build trust and close sales in a virtual environment. These competencies ensure effective client engagement, regulatory compliance, and successful achievement of sales targets in a remote setting.

What are some common challenges faced by professionals in remote annuity sales, and how can they be addressed?

Professionals in remote annuity sales often face challenges such as building trust with clients virtually, navigating complex financial regulations, and maintaining consistent communication across time zones. To address these issues, it's important to leverage secure video conferencing tools, stay up-to-date with compliance training, and develop strong digital communication skills. Regular check-ins with both clients and team members help foster relationships and ensure everyone is aligned on goals and updates.

What are remote annuity sales?

Remote annuity sales involve selling annuity products to clients through virtual means, such as phone calls, video conferences, or online platforms, rather than in-person meetings. Professionals in this field educate clients about different annuity options, help them select products that fit their retirement and investment goals, and complete transactions remotely. This job requires strong communication skills, knowledge of financial products, and proficiency with digital tools to provide effective customer service from a distance.
More about Remote Annuity Sales jobs
What cities are hiring for Remote Annuity Sales jobs? Cities with the most Remote Annuity Sales job openings:
What are the most commonly searched types of Annuity Sales jobs? The most popular types of Annuity Sales jobs are:
What states have the most Remote Annuity Sales jobs? States with the most job openings for Remote Annuity Sales jobs include:
What job categories do people searching Remote Annuity Sales jobs look for? The top searched job categories for Remote Annuity Sales jobs are:
Remote Annuity Sales jobs near you
Infographic showing various Remote Annuity Sales job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.

Annuity Sales Representative

Ethos Life

Remote

$70K - $200K/yr

Full-time

Posted 3 days ago

Job description

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
As a founding Member of the Annuity Sales team, your role is to confidently guide customers through the annuity buying process. You will educate customers on how these products work, identify which solutions are best suited for their retirement goals, and provide a world-class experience by ensuring transparency in an industry that's generally overly complicated and slow to adapt.
You will be responsible for outreach to customers who begin a needs assessment on our site, assisting them with their applications, and guiding them through the final journey of purchasing their policy. If you're looking for a role where you can help shape the sales playbook for a brand-new product category while providing lifelong financial security for families, this is it.
Duties and 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
  • Act as a key feedback loop for our Product and Engineering teams (sharing insights on customer friction points to help refine the new Annuity platform)
  • Manage a pipeline of customers and perform follow-up through the application and purchasing process
  • Contribute to the creation of sales scripts, outreach strategies, and workflow iterations for this new category
  • Drive referral activity by creating positive customer experiences

Qualifications and Skills:
  • Active Life and Health Insurance License (Required)
  • Completion of state-required Annuity Suitability training/certifications
  • 2-3 years of experience in direct-to-consumer annuity telesales (Fixed, Fixed-Index, or MYGA experience preferred)
  • 7+ years of experience in annuity, life or health insurance sales
  • 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

#LI-Remote #LI-AG1
The US national base salary range for this full-time position is $70,000 -$200,000. 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/
Don't meet every single requirement? If you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. At Ethos we are dedicated to building a diverse, inclusive and authentic workplace.
We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records.
To learn more about what information we collect and how it may be used, please refer to our California Candidate Privacy Notice.
Recruitment Notice: Please be aware of recruitment scams. All legitimate communication from our team will only come from email addresses ending in @ethos.com or @getethos.com.We will never ask for payment, banking details, or sensitive personal information during the hiring process. If you are contacted by someone claiming to represent us from a different email address, please treat it as fraudulent.

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