Annuity Operations Professional

About the role

Ethos is looking for an Annuity Operations professional that’s highly enthusiastic about working in a rapidly growing business. You will be responsible for driving the Annuity Ops team towards operational excellence by being a versatile, dynamic team-player who can effectively execute day-to-day tasks related to the Annuity Ops function. You thrive in a small team where you can make a big impact and will work collaboratively across disciplines to meet your objectives.

This is a great role for someone who is interested in gaining experience in blitz-scaling a technology first distributor of annuities and who has the qualities to elevate a growing team within the company. If you enjoy working in an environment that is fast-paced, analytically rigorous, mission-driven and impact-oriented, read on and get in touch!

Duties and 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

Qualifications and Skills:

• 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