Annuity Operations Lead - Scale & Optimize

Ethos; United States; On-site; USD 83,000 - 147,000; Full time

Job summary

Ethos is seeking an Annuity Operations professional who is enthusiastic about working in a rapidly growing business. You will drive the Annuity Ops team toward operational excellence by being a versatile, dynamic team-player who can effectively execute day-to-day tasks across the Annuity Ops function.

You will thrive in a small team where you can make a big impact, collaborating across disciplines to meet objectives and help scale a technology-first distributor of annuities in a fast-paced,

Qualifications

• 5+ years of experience in sales operations, annuities, life insurance, investing, or other analytically-intensive roles at either well-established firms or high-growth tech startups.
• Ability to flex between high-level strategic thinking and deep-dive analytical problem solving.
• Agile self-starter with desire to own and be accountable for projects from Day 1.
• Excellent communication skills and effective cross-functional collaborator.
• Exceptional attention to detail and presentation skills.
• Comfortable with ambiguity and flexible work environments.
• Salesforce system admin experience.
• Experience using sales technologies.
• Prefer Annuity, Life Insurance, or Investment sales experience.
• Prefer experience with Firelight or other annuity order entry systems.

Responsibilities

• High-impact self-starter who takes the initiative to move projects forward and can operate independently when given direction
• Collaborate with the sales team to decrease their administrative workload & increase sales activities
• Contribute to the development and documentation of annuity-related processes
• Process new annuity business to include application submission, funding, and commissions
• Communicate directly with annuity carriers to move business forward and keep sales team informed
• Collaborate with the licensing & appointment team to onboard new hires
• Improve the speed and efficiency of our growth by collaborating with Product, Marketing, and RevOps to create, test, and launch process and product enhancements
• Focus on building elegant, robust processes, and scalable systems within an agile environment
• Help optimize CRM workflows and data entry processes

Skills

Sales operations

Annuities

Life insurance

Analytics

Cross-functional collaboration

Salesforce admin

Annuity systems

Data analysis

Communication

Tools

Salesforce

Firelight

Job description

Ethos is seeking an Annuity Operations professional who is enthusiastic about working in a rapidly growing business. You will drive the Annuity Ops team toward operational excellence by being a versatile, dynamic team-player who can effectively execute day-to-day tasks across the Annuity Ops function.

You will thrive in a small team where you can make a big impact, collaborating across disciplines to meet objectives and help scale a technology-first distributor of annuities in a fast-paced,