Zinnia Wealth Management
1 - 10 employees
Founded 2007
🏥 Healthcare
💼 Consulting
🛡️ Insurance
Healthcare • Consulting • Insurance
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
🕒 July 22
🐻 Alaska, California, +5 more states – Remote
💵 $45k - $50k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🤑 Sales
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Zinnia Wealth Management
1 - 10 employees
Founded 2007
🏥 Healthcare
💼 Consulting
🛡️ Insurance
Healthcare • Consulting • Insurance
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
• 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 • work closely with sales teammates to solve complex client problems • continuously improve performance in a metrics-driven environment
🎯 Requirements
• prior experience in a high-volume, dialer-based sales role • active life insurance license • self-motivated and ambitious • eagerness to work with competitive peers • will to succeed in a target-driven environment • ability to solve problems using Slack, Zoom, Five9 • natural conversationalist who engages clients • openness to weekend and evening work
🏖️ Benefits
• health/dental insurance • parental leave • 401(k) • incentive/bonus opportunity • tuition reimbursement • career progression
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