Zinnia

Role Description Life Insurance Sales at Policygenius... Tired of cold calling and building a book of business before applying your insurance subject matter expertise? Our Remote Life Insurance Sales Associate role is on the front lines of the Policygenius customer experience: - Manage all inbound leads via phone for prospective life insurance customers. - Ensure customers get the coverage they need and feel good about the process while working remotely. - Thrive on collaboration, creative competitions, and thoughtful communication with customers. - Drive a positive, tech-enhanced experience in an industry typically known for being old-school and paper-based. - High earnings potential for top performers with an incredibly collaborative environment. Base salary for a successful applicant in this role is expected to be $45,000 - $50,000 per year. Top performers can earn $175,000 or more in total compensation after training. Final offer amounts are determined by factors such as location, experience, and expertise. Individuals who reside in Alaska, California, Colorado, Montana, New York, Nevada, and Rhode Island are not eligible for this remote role. Qualifications - Prior experience in a high-volume, dialer-based sales role; bonus points for life insurance sales experience. - Active life insurance license. - Self-motivated, ambitious, and excited to continue to grow in your career. - Eager to find yourself among a diverse group of competitive peers, always learning from each other. - Will to succeed in a target-driven environment with substantial incentives based on various KPIs. - Ability to work well with others, solving problems on the fly using Slack, Zoom, Five9, and other communication methods. - Natural conversationalist; keeps the conversation flowing and is a pleasure for clients to speak to. - Welcomes feedback and seeks to improve skills, recognizing the value of hands-on managers who care about growth. - Open to working some weekends and evenings from the comfort of your own home. Benefits - Excellent career progression and competitive compensation. - Salary range for this role is $45,000 - $50,000. - Health/dental insurance. - Parental leave. - 401(k) plan. - Incentive/bonus opportunities. - Tuition reimbursement. - Collaborate with smart, creative professionals dedicated to delivering cutting-edge technologies.

• Own the company's social media strategy and execution across all major platforms. • Develop and execute a comprehensive social media roadmap aligned with business and marketing objectives. • Identify opportunities to grow brand awareness, engagement, customer acquisition, and advocacy. • Serve as the internal subject matter expert on social media trends and best practices. • Own the content calendar across major social platforms. • Create engaging written, visual, and video content. • Collaborate with internal stakeholders on campaigns and launches. • Manage community engagement and brand conversations. • Plan, launch, manage, and optimize paid social campaigns. • Monitor performance and optimize targeting, budgets, and creative. • Conduct creative A/B tests and incrementality testing. • Develop and execute influencer marketing campaigns. • Identify, recruit, negotiate, and manage influencer relationships. • Measure KPIs including engagement, reach, traffic, leads, customer acquisition, and ROAS. • Develop reports and recommendations for leadership. • Partner with external creative agencies, content, legal, and analytics teams. • Ensure messaging aligns with broader marketing initiatives and regulatory requirements.

• Develop and maintain a comprehensive content strategy focused on life insurance, disability insurance, and related financial protection topics. • Build and manage editorial roadmaps informed by SEO insights, customer needs, market trends, and business priorities. • Establish content frameworks, standards, and governance processes to ensure consistency across all channels. • Identify content opportunities that support organic traffic growth, customer acquisition, and consumer education. • Partner closely with Legal, Compliance, and Product teams to ensure all content is accurate and meets regulatory and company requirements. • Lead content review and approval workflows, ensuring efficient collaboration among stakeholders. • Maintain content governance standards, disclosures, disclaimers, and documentation requirements. • Manage relationship with external agency, providing content briefs, editorial guidelines, and quality standards. • Review agency deliverables to ensure strategic alignment, factual accuracy, regulatory compliance, and brand consistency. • Collaborate with Marketing, Product, Legal, Compliance, and Executive stakeholders to align content initiatives with business goals.

• Serve as the first point of contact for prospective customers via the phone • Demystify the industry jargon and make life insurance easy to understand • Use a consultative sales approach to guide customers through the application process and fulfill their needs via a full suite of term and permanent life insurance product offerings • Work closely with sales teammates to solve complex client problems • Continuously improve your performance in a metrics-driven environment, directly impacting your earnings • Have access to consistent 1:1 coaching, ongoing learning and development opportunities, and mentorship • Ensure prospective customers receive unparalleled service

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Placement team is dedicated to delivering exceptional customer service while guiding our clients through the process of purchasing a life insurance policy. Our team plays a vital role in supporting our customers after their initial intake call and collaborating closely with Case Management and Quality Assurance to ensure an optimal insurance shopping experience. - Become a licensed expert in our life insurance products through hands-on training and collaboration with cross-functional teams. - Ensure a smooth and transparent customer experience by providing regular updates via phone, email, and SMS. - Maintain consistent availability at or above predetermined goals for incoming/outgoing calls throughout the workday. - Retain customers in danger of withdrawing from the life insurance process, chasing all clients for outstanding requirements. - Navigate insurance carrier websites and our proprietary CRM system, mastering workflows and proactively troubleshooting to find effective solutions. - Address customer questions regarding the life insurance process, including underwriting, decision review, policy delivery, and in-force servicing. - Deliver clear and empathetic communication regarding adverse underwriting decisions (impaired risks, postponements, and declines), offering alternative options when possible. - Collaborate seamlessly with internal teams and document detailed notes for colleagues to ensure smooth handoffs and effective communication. Qualifications - At least 2 years of client-facing experience in call center customer service and/or retention sales. - Willingness to obtain a Life/Health insurance license. - A customer-centered mindset – motivated by solving problems for both customers and your team. - Strong communication and effective listening skills with an attention to detail, especially when handling escalated clients. - Jack of all trades - skilled in multitasking and quickly switching between calls (Five9), tasks, and systems (Slack/Zoom/CRM) that may include unrelated subject matter. - Eagerness to support the full sales lifecycle, including administering health questionnaires and leveraging consultative upselling techniques to upsell and convert prospects into paid policies. - Ability and willingness to provide and receive actionable feedback that will help drive efficiency and best-in-class customer experience. - Honesty and integrity – you do not cut corners ethically and can be trusted to do the right thing for customers and for the team. - A teamwork mindset – you take ownership of your work AND your team's success. - The desire to learn and grow professionally and contribute to the success and culture of the company. Benefits - Excellent career progression and competitive compensation. - Salary range for this position is $45,000 - $50,000. - Great benefits, including health/dental insurance, parental leave, 401(k), incentive/bonus opportunity, tuition reimbursement, and more.

• Brief in, edit, and publish AI-generated life insurance content on Policygenius.com, ensuring accuracy, clarity, and compliance with our editorial and brand guidelines. • Support our SEO content strategy by helping brainstorm new article ideas, identifying content gaps, and contributing to AI/SEO-driven projects that boost rankings and lead generation. • Maintain consistency of voice, tone, and quality across all life insurance content on the site. • Update life insurance articles and rate tables as product information, pricing, and regulations evolve. • Monitor content performance using analytics tools and share insights that inform content improvements and strategy. • Work cross-functionally with editors, marketing specialists, and other teams to ensure content aligns with audience needs and business goals. • Stay informed about emerging AI and SEO trends and contribute ideas for growing visibility across AI-powered discovery channels.