Associate II, Life Sales (Policygenius)

The role

You will be the first point of contact for prospective life insurance customers by phone. You will explain insurance in plain terms, guide customers through the application, and manage inbound leads while working remotely.

What you will do

• Serve as the first point of contact for prospective customers by phone
• Explain industry jargon and make life insurance easy to understand
• Use a consultative sales approach to guide customers through the application process
• Work with sales teammates to solve complex client problems
• Improve your performance in a metrics-driven environment that affects your earnings
• Ensure prospective customers receive unparalleled service

Required qualifications

• At least 1-2 years of experience in a high-volume, dialer-based sales role
• An active life insurance license
• High school diploma
• Comfortable speaking with customers while entering data, taking notes, and running quotes in a CRM
• Strong multi-tasking skills
• Tech savvy, able to pick up systems such as a CRM, Five9, Slack, and Zoom quickly
• Self-motivated and ambitious
• Works well with others
• Comfortable with a target-driven environment with incentives based on KPIs
• Enjoys solving problems on the fly
• Open to feedback and to working some evenings from home

Nice to have

• Prior experience in life insurance sales

Benefits

• Health and dental insurance
• Parental leave
• 401(k)
• Incentive and bonus opportunity
• Tuition reimbursement
• Career progression
• 1:1 coaching, learning and development, and mentorship

Before you apply

• Applicants residing in Alaska, California, Colorado, Montana, New York, Nevada, or Rhode Island are not eligible for this remote role
• An active life insurance license is required

About the company

Zinnia is a technology platform for accelerating life and annuities growth, serving 100+ carrier clients, 2,500 distributors and partners, and over 2 million policyholders. It has over $180 billion in assets under administration.