Sales Development Representative

Summary

Join Zinnia's Placement team and contribute to the success of a leading technology platform for accelerating life and annuities growth. As a Placement team member, you will provide exceptional customer service, guiding clients through the life insurance purchasing process. You will collaborate with other teams to ensure a smooth customer experience, from initial contact to policy activation. This role requires strong communication, problem-solving, and multitasking skills, along with a customer-centered approach. You will receive comprehensive training on life insurance products and our systems. Zinnia offers competitive compensation and excellent benefits, including health/dental insurance, parental leave, profit sharing, 401(k), and more.

Requirements

• Minimum of 1 year of experience with client-facing work experience around customer service in a call center and/or retention sales experience
• 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
• 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
• A high degree of comfort in getting involved in the sales process as well as learning how to upsell and convert clients into paid policies
• The desire to learn and grow professionally and contribute to the success and culture of the company

Responsibilities

• 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

Benefits

• Health/dental insurance
• Parental leave
• Profit sharing
• 401(k)
• Incentive/bonus opportunity
• Tuition reimbursement