Insurance Sales Consultant

2 weeks ago


Durham, North Carolina, United States PolicyGenius Full time

Sales Associate - Disability & Advanced Planning

at Policygenius Remote Advanced Planning at Pg...

Our dedicated Disability & Advanced Planning team is committed to guiding clients through the purchasing journey for disability and life insurance policies, ensuring they feel confident in their decisions. The Sales Associates collaborate closely with Case Managers to address challenging inquiries and provide tailored advice for securing optimal coverage to safeguard clients' income and financial stability.

This position is situated within our extensive life insurance operations department and reports directly to the Disability Insurance Sales Manager.

As a Sales Associate, you will join a supportive team that embraces learning and tackles challenges collectively.

Key Responsibilities:

- Facilitate a consultative sales process for needs-based disability insurance and assist clients in crafting policies that align with their specific circumstances.

- Develop expertise in our disability and permanent life insurance offerings through independent training and collaboration across teams.

- Deliver exceptional customer service.

- Coordinate effectively with brokers and carriers to articulate our clients' requirements.

- Provide and receive constructive feedback to enhance efficiency, processes, and product offerings.

- Adhere to team standards and policies while consistently meeting quality benchmarks and service level agreements (SLAs).

Qualifications:

- Minimum of 2 years of experience in insurance sales, specifically in life and disability insurance.

- Possession of a life, accident & health insurance agent or broker license.

- A client-focused mindset with a passion for resolving complex cases.

- Ability to simplify the complexities of life and disability insurance products for clients.

- Basic knowledge of financial planning is preferred.

- Strong ethical standards and integrity, ensuring trustworthiness in client interactions.

- A positive outlook and a commitment to contributing to team success.

- Excellent verbal and written communication skills, with the ability to navigate objections and think critically.

- Self-management skills and the ability to prioritize tasks effectively.

- A bachelor's degree or equivalent experience.

- A sense of humor and appreciation for creative communication.

Benefits:

- Comprehensive health, dental, vision, life, and disability insurance coverage.

- 401(k) plan, flexible spending accounts, and commuter benefits.

- Flexible paid time off.

- Opportunities for training, mentorship, and coaching from leadership.

- The chance to grow with a company that is transforming a traditional industry.

- A diverse and inclusive work environment with open-minded colleagues.

About Policygenius:

Policygenius is a leading online insurance marketplace, established to simplify the process of obtaining financial protection. Our mission is to empower individuals to make informed decisions about their insurance needs. We have successfully assisted millions of clients in navigating their insurance options, making the process straightforward and accessible.

We pride ourselves on fostering an inclusive culture that values authenticity and collaboration. As we continue to expand, we seek individuals who embody resilience, teamwork, and innovative problem-solving skills to join our dynamic team.

Diversity at Policygenius:

We celebrate differences and are dedicated to building a diverse workforce that reflects the communities we serve. We welcome diverse perspectives to drive innovation and excellence across our organization.

As an Equal Opportunity Employer, we encourage applicants from all backgrounds to apply, ensuring that all employment decisions are based on business needs and individual qualifications.


  • Sales Consultant

    19 hours ago


    Durham, North Carolina, United States Knit RiteThuasne USA Full time

    Job DescriptionCompany Overview:Thuasne USA, a leading medical device company, is seeking a highly motivated and experienced Sales Consultant to join our team. As a Sales Consultant, you will be responsible for initiating sales and marketing calls in designated territories, coordinating delivery of prescribed medical equipment, and instructing patients...


  • Durham, North Carolina, United States The Auto Club Group Full time

    About The Auto Club GroupThe Auto Club Group is a leading provider of membership, travel, insurance, and financial services to over 14 million members and customers across 14 states and 2 U.S. territories.Job SummaryWe are seeking a highly motivated and results-driven Insurance Sales Agent to join our team. As an Insurance Sales Agent, you will be...


  • Durham, North Carolina, United States Stryker Full time

    Become a Key Player at StrykerWe are thrilled to invite you to explore a career with Stryker, a premier global innovator in medical technology. Our commitment to enhancing healthcare outcomes is reflected in our advanced products and services across MedSurg, Neurotechnology, Orthopaedics, and Spine, impacting millions of patients each year.Sales Consultant...


  • Durham, North Carolina, United States PolicyGenius Full time

    Life Insurance Sales RepresentativePosition at PolicygeniusPolicygenius is actively looking for Sales Representatives to join their dynamic team. The company offers flexible work arrangements, including remote opportunities.Key Responsibilities:Act as the primary contact for prospective clientsClarify intricate insurance concepts to ensure clients understand...


  • Durham, North Carolina, United States PolicyGenius Full time

    Life Insurance Sales RepresentativePosition at PolicygeniusPolicygenius is actively looking for motivated Sales Representatives to join their dynamic team. The company offers opportunities for remote work, allowing flexibility for candidates in various locations.Key Responsibilities:Act as the primary contact for prospective clients, guiding them through the...


  • Durham, North Carolina, United States Essilor Full time

    Position OverviewThe role of the Optical Sales Consultant is essential in achieving the sales targets and organizational goals. This position focuses on nurturing current customer connections while also expanding the clientele base.Key ResponsibilitiesAchieve sales objectives by fostering strong relationships with existing customers.Develop new customer...


  • Durham, North Carolina, United States PolicyGenius Full time

    Life Insurance Sales RepresentativePosition at PolicygeniusPolicygenius is actively looking for Sales Representatives to join their dynamic team. The role offers flexibility with remote opportunities available.Key Responsibilities:Act as the primary contact for prospective clientsClarify intricate insurance concepts to ensure clarity for clientsEmploy a...


  • Durham, North Carolina, United States Essilor Full time

    Position OverviewThe role of the Optical Sales Consultant is pivotal in achieving the sales targets and organizational goals. This position focuses on nurturing existing client relationships while also establishing new connections.Key ResponsibilitiesSales Achievement: Drive sales performance by meeting or exceeding established sales objectives.Client...


  • Durham, North Carolina, United States PolicyGenius Full time

    Insurance Sales Representative - Disability & Advanced Planningat Policygenius Remote Advanced Planning at Pg...Our dedicated Disability & Advanced Planning team is committed to guiding clients through the purchasing journey for disability and life insurance policies, ensuring they feel confident in their decisions. The Sales Associates collaborate closely...


  • Durham, North Carolina, United States Truist Full time

    Job Summary:We are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Truist. As an Insurance Sales Representative, you will be responsible for prospecting new clients, quoting and selling new business, and cross-selling additional products and services.Key Responsibilities:Prospect new clients and develop...


  • Durham, North Carolina, United States Globe Life AIL - Sanovia Bennett Full time

    About the RoleGlobe Life AIL - Sanovia Bennett is seeking a highly motivated and results-driven individual to join our team as a Life Insurance Sales Agent. As a key member of our sales team, you will be responsible for promoting and selling our life insurance products and services to clients.Key Responsibilities:Sales and Service: Demonstrate and promote...


  • Durham, North Carolina, United States Mark Jacobson Toyota Full time

    At Mark Jacobson Toyota, we understand that providing an exceptional experience for our customers begins with creating a supportive environment for our team members. We are committed to recognizing achievements through competitive compensation packages, comprehensive benefits, and promoting a healthy work/life balance. If you are motivated to excel and...


  • Durham, North Carolina, United States Mark Jacobson Toyota Full time

    At Mark Jacobson Toyota, we understand that providing an exceptional experience for our customers begins with ensuring our associates feel valued and supported. We prioritize rewarding achievements through competitive compensation structures, a comprehensive benefits package, and a focus on work/life balance. If you are motivated to excel and seeking a role...

  • Sales Consultant

    1 week ago


    Durham, North Carolina, United States Triangleglobalhealth Full time

    Position Title: Sales AssociateCompany Overview:At Triangleglobalhealth, we pride ourselves on fostering a diverse and welcoming retail atmosphere, driven by enthusiastic team members. As a leading player in the retail sector, we are committed to growth and innovation.Role Overview:The Sales Associate plays a vital role in our success by delivering...


  • Durham, North Carolina, United States REEDS Jewelers Full time

    REEDS Jewelers, a family-owned establishment known for its exceptional merchandise and outstanding customer service, is expanding its workforce.If you are a driven sales expert with a true enthusiasm for engaging with customers, you may be an ideal candidate for REEDS Jewelers. Our sales professionals build enduring relationships in a vibrant retail...


  • Durham, North Carolina, United States REEDS Jewelers Full time

    REEDS Jewelers, a family-owned establishment renowned for its quality products and exceptional customer service, is expanding its workforce.If you are a driven sales expert with a sincere enthusiasm for engaging with customers, you may be an ideal candidate for REEDS Jewelers. Our sales team members build enduring relationships in a vibrant retail...


  • Durham, North Carolina, United States ZINNIA Full time

    ABOUT US: Zinnia is revolutionizing the way individuals purchase, manage, and sell insurance products. By integrating user-friendly enterprise technology solutions with insightful data analytics, the Policygenius marketplace, and industry-leading offerings such as SmartOffice, AnnuityNet, LifeSpeed, WinFlex, TPP, VitalSales Suite, and Exchange Consulting,...


  • Durham, North Carolina, United States WallStJobs Full time

    Job OverviewWallStJobs is seeking a dynamic and motivated Health Insurance Agent to join their team. As a leading provider of comprehensive insurance solutions, we are committed to delivering exceptional customer experiences and building long-lasting relationships with our clients.Key ResponsibilitiesIdentify and engage with potential clients through...

  • Fashion Consultant

    2 weeks ago


    Durham, North Carolina, United States Vert & Vogue Full time

    Job OverviewSalary: $50,000 - $54,000 annuallyAre you a dedicated fashion consultant with a flair for retail sales and a desire to advance your career in the fashion industry? Vert & Vogue, a highly-rated retailer, presents an exceptional opportunity for you.As a Fashion Consultant & Sales Leader at Vert & Vogue, you will enhance our clients' shopping...


  • Durham, North Carolina, United States FlexGen® Full time

    About FlexGen Located in Durham, N.C., FlexGen stands at the forefront of integration services and software technology, specializing in utility-scale energy storage solutions both in the United States and worldwide. Our mission is to design and implement storage solutions alongside the software platform that is pivotal in today's energy transition. By...