Zinnia Wealth Management
1 - 10 employees
Founded 2007
💸 Finance
💳 Fintech
👥 B2C
Finance • Fintech • B2C
Zinnia Wealth Management is a financial planning firm specializing in retirement planning, investment, and risk management services. They take a personalized approach to assist clients in assessing their financial goals, ensuring a comprehensive strategy that covers tax planning, estate planning, and income generation. With a focus on helping individuals design their ideal retirement, Zinnia Wealth Management offers a variety of tools and resources to create a successful financial future for their clients.
Associate II, Life Sales
Job not on LinkedIn
🕒 May 26
🐻 Alaska, California, +5 more states – Remote
💵 $45k - $50k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🤑 Sales
🚫👨🎓 No degree required
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Zinnia Wealth Management
1 - 10 employees
Founded 2007
💸 Finance
💳 Fintech
👥 B2C
Finance • Fintech • B2C
Zinnia Wealth Management is a financial planning firm specializing in retirement planning, investment, and risk management services. They take a personalized approach to assist clients in assessing their financial goals, ensuring a comprehensive strategy that covers tax planning, estate planning, and income generation. With a focus on helping individuals design their ideal retirement, Zinnia Wealth Management offers a variety of tools and resources to create a successful financial future for their clients.
📋 Description
• Manage inbound leads for prospective life insurance customers • Simplify insurance jargon and guide customers through the application process • Collaborate with teammates to solve complex client problems • Improve performance in a metrics-driven environment • Receive consistent coaching and mentorship • Ensure exceptional customer service
🎯 Requirements
• Prior experience in a high-volume, dialer-based sales role, bonus points if in life insurance sales • Active life insurance license • Self-motivated and ambitious • Eager to learn in a diverse group • Willingness to succeed in a target-driven environment • Ability to collaborate using Slack, Zoom, Five9 • Natural conversationalist • Open to feedback and mentorship • Available to work weekends and evenings
🏖️ Benefits
• Health/dental insurance • Parental leave • 401(k) • Incentive/bonus opportunity • Tuition reimbursement
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