About the role
About Ethos
Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. With its robust three-sided technology platform, Ethos is transforming the life insurance experience for consumers, agents, and carriers alike. Ethos offers instant, accessible products and a seamless online process that requires no medical exams and just a few health questions; it eliminates traditional barriers, making it easier than ever for everyone to protect their families. Ethos is redefining how life insurance is bought, sold, and underwritten.
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High-impact driven individual who takes the action to advance projects forward and can operate autonomously when given direction
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Comfortable working with CRM tools
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Curiosity exploring new platforms to help us scale our operations
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Focus on building elegant, robust processes, and scalable systems within an agile environment
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1+ year of experience, preferably in Revenue/ Sales Operations
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Maintain and update customer records in our CRM system
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Help optimize CRM workflows and data entry processes
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Work with the team to ensure data accuracy and completeness
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Collaborate with the sales team to provide them with revenue-related information
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Contribute to the development and documentation of revenue-related processes
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Suggest and implement process improvements to enhance efficiency
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Proficiency in Google Sheets and/or Microsoft Excel, with a knowledge of formulas, data manipulation, and reporting
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Experience with SQL for data querying
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Salesforce system admin experience is a plus
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Experience using sales technologies is a plus
Don’t meet every single requirement? If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. At Ethos we are dedicated to building a diverse, inclusive and authentic workplace.
We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records.
To learn more about what information we collect and how it may be used, please refer to our California Candidate Privacy Notice.
Recruitment Notice: Please be aware of recruitment scams. All legitimate communication from our team will only come from email addresses ending in @ethos.com or @getethos.com.
We will never ask for payment, banking details, or sensitive personal information during the hiring process. If you are contacted by someone claiming to represent us from a different email address, please treat it as fraudulent.
Aplyr's read
Ethos Life is revolutionizing life insurance with technology-driven solutions, attracting tech-savvy professionals passionate about simplifying insurance processes.
What's promising
- •Ethos leverages technology to streamline life insurance applications, reducing complexity for customers.
- •The company has a strong focus on innovation, attracting top tech talent.
- •Ethos offers diverse roles across tech, finance, and marketing, providing career growth opportunities.
What to watch
- •The insurance industry is highly competitive, posing challenges for market differentiation.
- •Rapid growth may strain resources and affect work-life balance.
- •Limited public information about long-term financial stability and profitability.
Why Ethos Life
- •Ethos uses data analytics to personalize insurance offerings, enhancing customer experience.
- •The company emphasizes a digital-first approach, minimizing traditional paperwork.
- •Ethos's tech-driven model attracts professionals interested in disrupting traditional insurance.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Ethos Life
Ethos is a technology-driven life insurance company that aims to simplify the process of obtaining life insurance through innovative online solutions.
