Simplify Logo

Full-Time

Strategy & Finance Associate

Posted on 9/5/2024

Ethos Life

Ethos Life

501-1,000 employees

Online life insurance with no medical exams

Data & Analytics
Hardware
Fintech
AI & Machine Learning
Financial Services
Biotechnology

Compensation Overview

$82k - $137kAnnually

+ Bonus + Equity + Benefits

Junior, Mid

Remote in USA

Category
Corporate Finance
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales
Communications
SQL
Data Analysis
Requirements
  • A minimum of 1 to 4 years of relevant work experience in investment banking, consulting, and / or private equity / growth equity, and with strategic / operational experience at a high-growth technology company
  • Best-in-class excel skills and extensive experience developing insightful quantitative analyses, paired with strong critical thinking and sound business judgment
  • Ability to flex between high-level strategic thinking and deep analytical problem solving
  • Motivated self-starter with a track record of success and a proven ability to juggle multiple projects/tasks while hitting deadlines
  • Desire to own and drive projects from Day 1
  • Excellent communication skills and effective cross-functional collaborator
  • Exceptional attention to detail
  • SQL knowledge is a strongly preferred skillset
Responsibilities
  • Apply a data-driven analytical approach to evaluating priorities and initiatives across all workstreams
  • Evaluate key business problems / strategic initiatives and work with various stakeholders to turn recommendations into a reality
  • Work with Product, Engineering, Analytics, Operations, & Finance teams to improve growth and efficiency of the business
  • Partner with the insurance and product teams to develop new products and services; help assess customer needs, develop requirements, understand unit economics, and define sales/business development objectives

Ethos Life provides life insurance solutions through a fully online platform, making it easier for individuals and families to obtain coverage without the need for medical exams. The application process is streamlined, allowing potential clients to receive instant quotes and often get approved within minutes by answering specific health and lifestyle questions. This approach contrasts with traditional life insurance methods, which can be lengthy and cumbersome. Ethos Life sells term and whole life insurance policies through partner carriers and earns commissions on these sales. Additionally, the company offers complimentary estate planning tools, such as free wills, to enhance the customer experience and set itself apart from competitors. The goal of Ethos Life is to provide straightforward and affordable life insurance options while simplifying the overall process for its customers.

Company Stage

Series D

Total Funding

$224.4M

Headquarters

Austin, Texas

Founded

2016

Growth & Insights
Headcount

6 month growth

5%

1 year growth

11%

2 year growth

7%
Simplify Jobs

Simplify's Take

What believers are saying

  • Ethos Life's tech-driven model allows for quick approvals, making it highly attractive to customers seeking convenience and speed.
  • Partnerships with established entities like Ameritas and AIP Marketing Alliance expand Ethos Life's product range and distribution channels, enhancing market reach.
  • The company's focus on providing affordable rates and a hassle-free experience can attract a broad customer base, driving growth.

What critics are saying

  • Recent layoffs and the departure of key executives like the CFO could indicate internal instability and affect employee morale.
  • The class action lawsuit under Illinois genetic information privacy law could result in legal and financial repercussions.

What makes Ethos Life unique

  • Ethos Life offers a fully online application process, eliminating the need for medical exams, which sets it apart from traditional life insurance providers.
  • The company provides complimentary estate planning tools, such as free wills and estate plans, adding value beyond standard life insurance offerings.
  • Ethos Life's partnership with Ameritas to offer an indexed universal life product exclusively through its platform highlights its innovative approach to product offerings.
INACTIVE