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Insurance Sales Professional

2 months ago

Durham, North Carolina, United States PolicyGenius Full time
Job Title: Insurance Sales Professional

We are seeking a highly skilled Insurance Sales Professional to join our team at Policygenius. As a key member of our sales team, you will be responsible for helping our clients navigate the complex world of insurance and find the right policies to protect their financial security.

About the Role:

This is a challenging and rewarding role that requires a strong understanding of insurance products and a passion for helping others. You will work closely with our clients to understand their needs and provide personalized solutions to meet their goals.

Key Responsibilities:
  • Drive a needs-based insurance consultative sales process to help clients design the right policy for their unique situation
  • Become an expert on our disability and permanent life insurance products through independent onsite training and cross-team collaboration
  • Provide world-class customer service and coordinate with our brokers and carriers to efficiently communicate client needs
  • Provide and receive actionable feedback to drive efficiency, process, and product improvements
  • Adhere to team norms and policies while meeting quality standards and service level agreements (SLAs)
Requirements:
  • 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, with a commitment to doing the right thing for clients and the team
  • A positive attitude and desire to be part of a team where you can take ownership of your work and the 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
What We Offer:
  • Company-paid health, dental, vision, life & disability insurance
  • 401(k) plan, FSA & commuter benefits
  • Flexible PTO
  • Training, mentorship, and coaching from leadership
  • The opportunity to grow alongside a company shaking up a big, old-fashioned industry
  • Fun, diverse, open-minded coworkers
About Policygenius:

Policygenius is America's leading online insurance marketplace. We launched in 2014 and made our mark as an early insurtech pioneer. Our mission is to help people get financial protection right and feel good about it. We make it easy for our customers to understand their options, compare quotes, and buy insurance, all in one place.

We've helped more than 30 million people shop for all types of insurance like they shop for everything else online and have placed over $60 billion in coverage. In early 2020, we announced our Series D funding round of $100 million, bringing our total funding to just over $150 million.

At Policygenius, we're proud of building an environment that encourages our teammates to bring their authentic selves to work. Despite rapid growth (we've doubled in size year over year), we've continuously maintained our inclusive culture through humility, hard-work, and humor, and we're looking for more people with grit, collaborative attitudes, and creative problem-solving skills to join our team.

We believe differences should be celebrated and are committed to building a team as diverse as the customers we serve. We welcome different perspectives and opinions to foster innovation, authenticity, and excellence across all parts of our company, and are committed to providing employees with a work environment free of discrimination and harassment.

As an Equal Opportunity Employer, Policygenius highly encourages applicants from all walks of life. All employment decisions at Policygenius are based on business needs, job requirements, and individual qualifications without regard to actual or perceived race, color, sex, pregnancy, sexual orientation, gender identity or expression, age, national origin, political affiliation or belief, religion, disability, uniformed service, marital status, or any other status protected by law.