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Life Insurance Sales Specialist
2 months ago
Insurance Sales Representative - 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 expert advice on securing optimal coverage to safeguard clients' income and financial well-being, all by customizing financial strategies to meet their specific needs. This position is part of our extensive life insurance operations division and reports to the Disability Insurance Sales Manager.
As a Sales Associate, you will join a supportive team that learns continuously and embraces challenges as they arise.
In this position, you will...
- Facilitate a consultative sales approach for needs-based disability insurance and assist clients in crafting the right policy tailored to their individual circumstances.
- Develop expertise in our disability and permanent life insurance offerings through independent training and cross-departmental collaboration.
- Deliver exceptional customer service.
- Coordinate with brokers and carriers to effectively communicate client requirements.
- Provide and receive constructive feedback to enhance efficiency, processes, and product offerings.
- Adhere to team guidelines and policies while meeting quality benchmarks and service level agreements (SLAs) in your daily activities.
You possess...
- Functional knowledge and a minimum of 2 years of experience in insurance sales, specifically in life and disability insurance.
- A valid life, accident & health insurance agent or broker license.
- A client-focused mindset and a passion for assisting clients in resolving complex and unique cases.
- The ability to simplify the complexities of life and disability insurance products for clients.
- A foundational understanding of financial planning (preferred).
- Integrity and honesty, ensuring ethical practices and trustworthiness for clients and the team.
- A positive attitude and a desire to contribute to a team where you can take ownership of your responsibilities and your team's achievements.
- Strong verbal and written communication skills, with the capability to address objections and think critically.
- Self-management skills and the ability to prioritize tasks effectively.
- A bachelor's degree or equivalent experience.
- An appreciation for the impact of a well-placed gif.
You will receive...
- Company-sponsored health, dental, vision, life, and disability insurance.
- 401(k) plan, FSA, and commuter benefits.
- Flexible paid time off.
- Training, mentorship, and coaching from leadership.
- The opportunity to grow with a company that is transforming a traditional industry.
- Engaging, diverse, and open-minded colleagues.
About Policygenius
Policygenius is the leading online insurance marketplace in the United States. Established in 2014, we have positioned ourselves as a pioneering insurtech company. Our mission is to empower individuals to secure financial protection effectively and confidently, making it easy for customers to comprehend their options, compare quotes, and purchase insurance—all in one platform. We have assisted over 30 million individuals in shopping for various types of insurance, placing more than $60 billion in coverage.
At Policygenius, we take pride in fostering an environment that encourages our team members to express their authentic selves at work. Despite our rapid growth, we have consistently upheld our inclusive culture through humility, hard work, and humor. We are seeking individuals with resilience, collaborative spirits, and innovative problem-solving abilities to join our team.
Diversity at Policygenius
Policygenius celebrates differences and is dedicated to building a team that reflects the diversity of the customers we serve. We welcome varied perspectives and opinions to promote innovation, authenticity, and excellence throughout our organization, ensuring a work environment free from discrimination and harassment.
As an Equal Opportunity Employer, Policygenius encourages applicants from all backgrounds. All employment decisions are based on business needs, job requirements, and individual qualifications without regard to race, color, sex, pregnancy, sexual orientation, gender identity or expression, age, national origin, political affiliation or belief, religion, disability, veteran status, marital status, or any other status protected by law.
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