Sales Associate - Disability & Advanced Planning (Entry Level)

PolicyGenius, Durham, NC

The easy way to compare and buy life insurance

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. 

In this role, you will...

  • Drive a “needs-based” disability & life insurance consultative sales process to 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
  • Assist in questions relating to Estate Planning products (Wills & Trusts)
  • 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...

  • A service mindset and passion to help clients problem solve tough and unique cases
  • Functional knowledge of and 2+ years insurance sales experience in life and disability insurance (preferred)
  • A life, accident & health insurance agent or broker license, or willingness to obtain one
  • The ability to help clients understand the complex products or ideas 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 bachelor’s degree or equivalent experience
  • A deep appreciation for the power of a well-placed gif

You’ll 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 transforms the insurance journey for today’s consumer, providing a one-stop platform where customers can compare options from top insurance companies, get unbiased expert advice, buy policies, and manage their insurance portfolio, all in one seamless, integrated experience. Since 2014, our content, digital tools, and experts have served as a resource for millions of people on their insurance journey, and we have sold more than $120 billion in coverage. In early 2020, we announced our Series D funding round of $100 million, which brought 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. Even with our 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. Come see why we’ve been voted one of Inc. Magazine's "Best Workplaces" 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!

About PolicyGenius

About us PolicyGenius, based in NYC, was founded in 2014 by two former McKinsey consultants who saw an opportunity to shift the notoriously outdated insurance industry online and into the hands of consumers. The company now provides the only place online to comparison shop for life, health, long-term disability, renters and pet insurance through its highly accurate quoting engine. Its proprietary Insurance Checkup™ also lets users discover their coverage gaps and find highly tailored solutions for their exact needs.


Want to learn more about PolicyGenius? Visit PolicyGenius's website.