Sales Development Representative (Life)

WHO WE ARE:

Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

WHO YOU ARE: 
Interested in sales but not quite ready to take the plunge?  Join our Sales Development Rep (SDR) team to explore how the sales teams operate.  Our SDR - Life Insurance role is on the front lines of the Policygenius customer experience: managing inbound and outbound calls with customers applying for life insurance, and ensuring they receive best in class service. In addition, you will be responsible for thinking on your feet as you receive a variety of questions from prospective and existing customers with intent to resolve their questions/concerns or transfer to the appropriate representative and department.  The objective is to move our clients to resolution when they are facing blockers during the life insurance application process.

Our Sales Development Representative team thrives on collaboration, creative competitions, and thoughtful communication with customers as we drive a positive, tech-enhanced experience in an industry typically known for being old-school and paper-based. With an incredibly collaborative environment, this team is perfect for someone who is competitive but eager to have a material impact in a sales support role.  

WHAT YOU’LL DO: 

• Handle proactive outreach for our inbound/outbound dialer campaigns to connect with customers who have been sent a life insurance application and need to collect signatures and/or complete an exam 
• On the fly - be able to identify and anticipate how to eagerly assist inbound callers and handle the call to resolution or triage the call to the appropriate team
• Use a consultative approach to guide customers through questions
• Work closely with sales to solve complex client/process problems
• Execute on ad hoc projects that help improve sales results through re-engagement
• Ensure prospective and existing customers receive unparalleled service
• Be flexible and must be comfortable with changing priorities and responsibilities
• Be comfortable learning and using a company specific CRM system for case/customer management
• Be willing to participate in a feedback loop that goes both ways to ensure processes and procedures make sense in an ever-changing environment 

 WHAT YOU’LL NEED:  

• You have prior experience in a high-volume, dialer-based sales role, prior experience in life insurance is preferred, but not required  
• You are self-motivated, driven, and excited to continue to grow in your career
• You’re eager to find yourself among a diverse group of competitive peers, always learning from each other
• You are passionate about helping people and are comfortable pivoting in conversation or action to assist the client in coming to a resolution. Outside the box thinkers will do well here!
• You work well with others, solving problems on the fly using Slack, Zoom, Five9 and other communication methods (we are willing to train the right people)
• Your family and friends would describe you as a natural conversationalist - you keep the conversation flowing and are a pleasure for our clients to speak to!
• You welcome any and all feedback - you’re looking to improve your skills, and recognize the value of hands-on managers who care deeply about your growth 

WHAT’S IN IT FOR YOU? 

Zinnia offers excellent career progression and competitive compensation with the goal of retaining and growing talented team members. The salary r