Associate II, Life Sales - Policygenius

United States

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$50,000 – $60,000Compensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance Technology, Financial ServicesIndustries

Requirements

Candidates must have prior experience successfully selling both term and permanent life insurance products and possess an active life insurance license. They should be self-motivated, ambitious, eager to learn from competitive peers, and possess a strong will to succeed in a target-driven environment. Excellent conversational skills and openness to feedback are essential, along with a willingness to work occasional weekends and evenings. Individuals residing in Alaska, California, Colorado, Montana, New York, Nevada, and Rhode Island are not eligible for this remote role.

Responsibilities

The Associate II, Life Sales will serve as the first point of contact for prospective customers via phone, demystifying life insurance jargon and making it easy to understand. They will use a consultative sales approach to guide customers through the application process and fulfill their needs with a suite of life insurance products. The role involves working closely with sales teammates to solve complex client problems, continuously improving performance in a metrics-driven environment, and ensuring prospective customers receive unparalleled service.

Skills

Life Insurance Sales

Customer Service

Communication

Collaboration

Sales

Lead Management

Zinnia

Insurance technology for life products

About Zinnia

Zinnia focuses on improving the life and annuity insurance market by providing a platform that simplifies the creation, management, and servicing of insurance products. The platform uses technology and data analytics to help insurance companies launch products faster and manage them more effectively. This results in a better buying experience for consumers and increased operational efficiency for insurers and financial advisors. Zinnia's platform is user-friendly, allowing consumers to easily understand and purchase life and annuity products. The company aims to enhance the relationship between customers and insurers, ensuring better protection and improved wellbeing for consumers. Unlike its competitors, Zinnia emphasizes real-time data sharing and actionable insights, which help all parties make informed decisions.

Topeka, KansasHeadquarters

2005Year Founded

$1.7MTotal Funding

SEEDCompany Stage

Data & Analytics, FintechIndustries

501-1,000Employees

Benefits

Health Insurance

Dental Insurance

Parental Leave

Profit Sharing

401(k) Company Match

Incentive Bonus Opportunity

Tuition Reimbursement

Risks

Integration challenges with Ebix's assets could disrupt operations if not managed well.

Ebix's bankruptcy proceedings may affect the terms of the asset acquisition.

Rapid expansion and onboarding of 770 new team members could strain resources.

Differentiation

Zinnia offers a comprehensive platform for life and annuity insurance products.

The company leverages advanced technology and data analytics for efficient product management.

Zinnia's recent acquisition of Ebix's assets enhances its CRM and agency management tools.

Upsides

Zinnia secured $300 million in funding from Vista Credit Partners.

The acquisition of Ebix's assets expands Zinnia's market share and service offerings.

Growing demand for personalized insurance solutions benefits Zinnia's tailored product approach.

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