Licensed Annuities SDR | Qualify Leads & Book Appointments

Peterson Ventures; United States; On-site; USD 25,000 - 26,000; Full time

Job summary

Ethos is seeking an Annuity SDR, a junior licensed role that qualifies leads and schedules appointments for our Annuity Sales Reps. You will discuss annuity basics and Ethos offerings without closing deals.

This position offers a growth path into a full-time Annuity Sales Representative role, with licensing kept current, training provided, and a fast-paced, metrics-driven environment. Engage inbound and outbound leads, manage a pipeline in Salesforce, and hit monthly targets.

Qualifications

• Active state life insurance license required at time of hire.
• 1 year of sales or telesales experience; entry level.
• Strong verbal communication and ability to discuss financial products.
• Coachable and eager to grow into a closing role.
• Based in the US (state licensing required).

Responsibilities

• Engage inbound and outbound leads via calls, email, and SMS to qualify interest and fit for annuity products.
• Conduct discovery to understand a prospect's financial situation, goals, and timeline.
• Provide light, licensed-appropriate education on annuities and how Ethos' products work - enough to qualify and build trust, not to close.
• Set qualified appointments for licensed Annuity Sales Representatives and hand off with clean, complete context.
• Manage and prioritize a pipeline of leads through Salesforce (or equivalent CRM), including consistent follow-up.
• Maintain accurate records of licensing status, disclosures, and required compliance touchpoints on every call.
• Partner with the Annuity Sales team to refine qualification criteria and improve appointment show/close rates.
• Hit monthly/quarterly targets for qualified appointments set.

Skills

Verbal communication

Coachable

High call volume

CRM experience

Tools

Salesforce

Job description

Ethos is seeking an Annuity SDR, a junior licensed role that qualifies leads and schedules appointments for our Annuity Sales Reps. You will discuss annuity basics and Ethos offerings without closing deals.

This position offers a growth path into a full-time Annuity Sales Representative role, with licensing kept current, training provided, and a fast-paced, metrics-driven environment. Engage inbound and outbound leads, manage a pipeline in Salesforce, and hit monthly targets.