Sales Associate

4 weeks ago


Durham, North Carolina, United States PolicyGenius Full time
Job Title: Sales Associate - Disability & Advanced Planning

We are seeking a highly motivated and detail-oriented Sales Associate to join our Disability & Advanced Planning team. As a Sales Associate, you will be responsible for helping our customers navigate the complex world of disability insurance and life insurance.

Key Responsibilities:
  • Pass your life & health insurance licensing exam and complete comprehensive onboarding
  • Develop phone and chat skills to communicate with clients via phone, email, and SMS
  • Learn and master consultative selling techniques to ensure coverage meets individual customer needs
  • Master workflows while navigating insurance carrier products and our proprietary CRM software
  • Answer customer questions about disability insurance, policy changes, and delivery requirements
Requirements:
  • Bachelor's degree (preferred)
  • Interest in jump-starting your career in a fast-paced, high-growth startup environment
  • Exposure to data entry, document review, and customer-facing work
  • Ability to adapt to new technology and navigate multiple computer systems
  • Excellent communication and problem-solving skills
What We Offer:
  • Company-paid health, dental, vision, life, and disability insurance
  • 401(k) plan, FSA, and commuter benefits
  • Flexible PTO
  • Training, mentorship, and coaching from leadership
  • Opportunity to grow alongside a company shaking up a big, old-fashioned industry
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.

We're proud of building an environment that encourages our teammates to bring their authentic selves to work. Despite rapid growth, 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.


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