Sales Associate - Durham, United States - PolicyGenius

Description

**Sales Associate - Disability & Advanced Planning**

at Policygenius Remote **Advanced Planning at Pg...**

Our high-performing Disability & Advanced Planning team is focused on helping our clients navigate the buying process for disability and life insurance policies -- and making sure they feel good about it The Sales Associates and Case Managers work side-by-side to answer tough questions and offer advice on finding the best coverage available to protect clients income and financial security, all by tailoring financial plans to fit their needs. This role sits in our broader life insurance operations department and reports to our Disability Insurance Sales Manager.

As a Sales Associate, you would be part of a close-knit team that learns on-the-go and takes on any challenges that come our way.

*Individuals who reside in Alaska, California, Colorado, Montana, Nevada, and Rhode Island are not eligible for this remote role.*

**In this role, you will...**

Drive a needs-based disability insurance consultative sales process & help our clients design the right policy that fits their unique situation

Become an expert on our disability & permanent life insurance products through independent onsite training and cross-team collaboration

Provide world class customer service

Coordinate with our brokers and carriers to efficiently communicate our clients needs

Provide and receive actionable feedback that will help drive efficiency, process, and product improvements

Adhere to team norms and policies, while meeting quality standards and service level agreements (SLAs) in your day-to-day

**You have...**

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 you do not cut corners ethically and can be trusted to do the right thing for clients and for the team

A positive attitude and desire to be part of a team where you can take ownership of your work AND your 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 bachelors degree or equivalent experience

A deep appreciation for the power of a well-placed gif

**Youll get...**

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 and we make it easy for our customers to understand their options, compare quotes, and buy insurance, all in one place. Weve 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, were proud of building an environment that encourages our teammates to bring their authentic selves to work. Despite rapid growth (weve doubled in size year over year), weve 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. Come see why weve been voted one of four years in a row

**Diversity at Policygenius**

Policygenius believes differences should be celebrated and is 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.

Come join the team

Location (City) **U.S. Equal Opportunity Employment Information (Completion is voluntary)**

Individuals seeking employment at Policygenius are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Completion of the form is entirely **voluntary**. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

Gender

Please identify your race

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order

Veteran Status

Form CC-305

OMB Control Number

Expires 05/31/2023

**Voluntary Self-Identification of Disability**

We are a federal contractor or subcontractor required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time,