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crm forecasting pipeline management telephony annuities📋 Description
- Own the annuities sales funnel and revenue targets; hands-on leader.
- Build and scale a licensed sales/ops team with coaching rhythms.
- Architect licensing, suitability, rollovers, and commissions processes.
- Use customer insight to shape product, education, and e-apps.
- Shape GTM strategy with Marketing; refine leads and scripts.
- Establish coaching rhythms to boost close rates and trust.
🎯 Requirements
- Proven annuities seller with quotas in a compliance-heavy setting.
- 7–12+ years leading inside sales and ops teams; build playbooks.
- Active Life & Annuity producer license; NAIC training; close on day one.
- Mastery of end-to-end annuity process: suitability, rollovers, funding, servicing.
- Analytical operator in forecasting, pipeline, CRM/telephony; translate data to action.
- Excellent hands-on coach and writer; craft scripts and training materials.
🎁 Benefits
- US benefits details at ethoslife.com/careers
- Equal opportunity employer; diverse and inclusive
- Growth opportunities and career development
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