Sales Manager, Annuities

Ethos is on a mission to make financial security simple and accessible for every family. Building on our success in life insurance, we are launching a best-in-class annuities platform designed to provide families with reliable retirement income streams. As our Senior Manager, Annuities Sales, you will be a foundatio...

Own the entire sales funnel and revenue targets for the annuities division, operating as a hands-on player-coach who actively sells, coaches, and drives weekly execution

Build and scale a high-performing team of licensed sales and operations professionals, establishing rigorous coaching rhythms, clear performance metrics, and effective playbooks to consistently raise close rates

Operate a hands‑on player‑coach who actively sells, coaches, and drives weekly execution
Architect and manage the complete operational backbone—including licensing, suitability, rollovers, and commissions—to ensure an efficient and seamless customer experience
Influence product and portfolio strategy using customer insight and unit economics; turn findings into requirements for education, quoting, e‑app, and servicing
Shape go‑to‑market strategy with Marketing; tighten the loop from lead quality to scripts and funnel changes
Establish coaching rhythms (call reviews, shadowing, certifications) that consistently raise close rates and customer trust
Design and implement scalable operational processes for everything from application to policy administration, ensuring a seamless and efficient customer experience on our platform
Establish and manage key performance indicators (KPIs) to foster a data-driven culture of high performance and accountability for both sales and operations

A proven seller with deep expertise in the annuities market and a track record of exceeding personal and team quotas in a consultative, compliance-heavy environment
3+ years of experience leading inside sales and operations teams in a D2C environment, with a reputation for hiring top talent, building effective playbooks, and rapidly improving performance
Must hold an active Life & Annuity producer license, be up-to-date with NAIC training, and be ready to take live calls and close business on day one
Mastery of the end-to-end annuity process, from suitability reviews and replacements/rollovers to funding and post-issue servicing
An analytical operator fluent in forecasting, pipeline management, and modern CRM/telephony systems, with the ability to translate data into action
An excellent hands-on coach and writer, able to craft effective scripts and training materials that measurably improve team performance
A natural cross-functional partner who uses data and customer insight to influence Product, Marketing, and Engineering
Thrives in a fast-moving, tech-forward culture with a strong bias for action and an ownership mindset to make our platform the category leader