Policygenius, a Zinnia company, transforms the insurance journey for consumers by providing a one-stop platform to compare options from top insurance carriers, get unbiased expert advice, buy policies, and manage an insurance portfolio in one seamless, integrated experience. Since 2014, our content, digital tools, and experts have served as a resource for millions of people on their insurance journey, and we have sold more than $200 billion in coverage. In 2023, Policygenius was acquired by Zinnia, an insurance technology and digital services company.
WHO YOU ARE:
As a Disability Insurance Sales Agent you are focused on helping our clients navigate the buying process for disability and life insurance policies — and making sure they feel good about it! The Sales Associates and Case Managers work side-by-side to answer tough questions and offer advice on finding the best coverage available to protect clients’ income and financial security, all by tailoring financial plans to fit their needs. This role sits in our broader life insurance operations department and reports to our Disability Insurance Sales Manager.
As a Sales Associate, you would be part of a close-knit team that learns on-the-go and takes on any challenges that come our way.
WHAT YOU’LL DO:
- Drive a “needs-based” disability insurance consultative sales process & help our clients design the right policy that fits their unique situation
- Become an expert on our disability & permanent life insurance products through independent onsite training and cross-team collaboration
- Provide world class customer service
- Coordinate with our brokers and carriers to efficiently communicate our clients’ needs
- Provide and receive actionable feedback that will help drive efficiency, process, and product improvements
- Adhere to team norms and policies, while meeting quality standards and service level agreements (SLAs) in your day-to-day
WHAT YOU’LL NEED:
- Functional knowledge of and 2+ years insurance sales experience in life and disability insurance
- A life, accident & health insurance agent or broker license
- A service mindset and passion to help clients problem solve tough and unique cases
- The ability to help clients understand the complexity of Life and Disability insurance products in simple language
- A basic understanding of financial planning (preferred)
- Honesty & integrity – you do not cut corners ethically and can be trusted to do the right thing for clients and for the team
- A positive attitude and desire to be part of a team where you can take ownership of your work AND your team’s success
- Strong verbal & written communication skills with the ability to overcome objections and think on your feet
- Self management and the ability to prioritize workflows
- A bachelor’s degree or equivalent experience
- A deep appreciation for the power of a well-placed gif
Individuals who reside in Alaska, California, Colorado, Montana, New York, Nevada, and Rhode Island are not eligible for this remote role
Base salary for a successful applicant in this role is expected to be $45,000 – $50,000 per year plus additional incentive compensation. Top earners can make up to $80,000 in their first year. Final offer amounts are determined by factors such as location, experience, and expertise.
WHAT’S IN IT FOR YOU?
Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. We’re looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done.