Policygenius Inc.

Insurance Advisor

Posted on Mar 29 New York, NY


Want to help people get the financial protection they need — and feel confident in their choices? Policygenius is a NYC-based tech startup that makes it easy to compare and buy insurance online. Since 2014, we've raised over $52 million of venture capital, established ourselves as a pioneer in Fintech and helped more than 4.5 million people get vital coverage for their families.

We're rapidly growing and looking for people with grit, great attitudes and creative problem-solving skills to join our powerhouse team. Come see why we were voted one of INC's best workplaces of 2018!

Sales at Policygenius


Do you take pride in delivering an awesome experience for customers? Are you a team-player and a great communicator? Do you want to join a rapidly growing team and help build the foundation of the greatest service organization in insurance? Then come join the Sales team at Policygenius!

This role is on the frontline of the Policygenius customer experience: working with our life insurance shoppers to ensure they get the coverage they need - and that they feel good about the process!

You will...


  • Become a product expert on our life insurance partners
  • Onboard inbound life insurance customers into the application & underwriting process and address their questions while providing an outstanding customer experience
  • Communicate professionally with customers through various channels, including phone, email, chat and text
  • Practice consultative sales techniques to ensure that we are pairing customers up with the most appropriate products for their unique needs
  • Collaborate with other operations teams (customer service, customer success, case management and quality assurance) to ensure a seamless customer experience
  • Provide actionable feedback from customers to the business and tech teams to drive improvements to our process & technology
  • Contribute toward team goals and support onboarding of new team members as needed

You have...


  • Knowledge of and at least 1+ year of work experience in term life insurance sales or service
  • A life, accident & health insurance agent or broker license
  • Strong communication skills and an enthusiasm for speaking with customers over the phone (past call center experience preferred)
  • A sales mindset: you're motivated by the opportunity to connect prospective customers to a product that meets their needs
  • Honesty & integrity - you do not cut corners ethically and can be trusted to do the right thing for clients and for the team
  • A go-getter attitude, passion for helping customers, and effective problem-solving skills
  • A desire to be a part of a team where you can take ownership of your work AND your team's success
  • A desire to grow professionally and contribute to the success and culture of the company
  • 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
  • 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
  • Dog companionship
  • Some fun surprises when you join… (Shhh… It's a secret!)