Associate II, Life Sales (Policygenius)
About the role
Zinnia is the leading technology platform for accelerating life and annuities growth, offering innovative enterprise solutions and data insights that simplify buying, selling, and administering insurance products. With over $180 billion in assets under administration, serving 100+ carrier clients, 2,500 distributors and partners, and more than 2 million policyholders, Zinnia’s success is driven by the core values of be bold, team up, and deliver value. The Remote Life Insurance Sales Associate role at Policygenius (part of Zinnia) manages all inbound leads via phone for prospective life insurance customers, ensuring they get the coverage they need while working remotely. The sales team thrives on collaboration, creative competitions, and thoughtful communication with customers, driving a positive, tech‑enhanced experience in an industry typically known for being old‑school and paper‑based. With high earnings potential for top performers and an incredibly collaborative environment, this team is ideal for someone who is competitive yet eager to have a supportive team around them. At Zinnia, you collaborate with smart, creative professionals dedicated to delivering cutting‑edge technologies, deeper data insights, and enhanced services to transform how insurance is done.
Responsibilities
- Serve as the first point of contact for prospective customers via the phone
- Demystify the industry jargon and make life insurance easy to understand
- Use a consultative sales approach to guide customers through the application process
- Work closely with sales teammates to solve complex client problems
- Continuously improve your performance in a metrics‑driven environment, directly impacting your earnings
- Have access to consistent 1:1 coaching, ongoing learning and development opportunities, and mentorship
- Ensure prospective customers receive unparalleled service
Requirements
- Prior experience in a high‑volume, dialer‑based sales role (bonus points for prior life insurance sales experience)