WHO WE ARE:  

Zinnia is simplifying how people buy, sell, and administer insurance products. Combining intuitive enterprise technology solutions and data insights, the Policygenius marketplace, and market-leading products including SmartOffice, AnnuityNet, LifeSpeed, WinFlex, TPP, VitalSales Suite, and Exchange Consulting, Zinnia is redesigning the insurance experience for shoppers, advisors, and insurers alike — and enabling more people to protect their financial futures along the way. Zinnia has over $173.7 billion in assets under administration across 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

WHO YOU ARE:

As an Account Executive, Retail Sales, you possess excellent verbal and written communication skills, along with extensive experience in the financial services advisory and Property & Casualty insurance markets. You have a proven track record in prospecting new business and closing deals through market research. You excel at assessing problematic situations and providing cohesive solutions, and you have a helpful personality with a solution-oriented mindset. Additionally, you have the ability to deliver compelling and effective new business sales presentations.

WHAT YOU’LL DO:  

The company provides CRM solutions specifically tailored to the needs of insurance and financial services companies. SmartOffice is in use by insurance carriers, their agents/dealers as well as companies providing financial advisor services, and it is a well-known, highly used, and sought-after CRM solution in the market.

  • Understand prospect buying processes and methodologies
  • Develop and implement outbound sales prospecting/outreach
  • Develop credibility, trust and building relationships with prospects
  • Build existing relationships with current clients - influence buying decisions and solving customer problems
  • Demonstrate an ability to cross-sell and up-sell
  • Track and assist new prospects during their free trial period
  • Conduct product demonstration requests
  • Provide clients with up-to-date product, service, and price information
  • Prepare/present sales proposals highlighting value of SmartOffice solutions to current + prospective clients
  • Sell software/services to risk + insurance management organizations, corporations, and public entities
  • Use a consultative solution sales approach, and sell on value and return-on-investment
  • Generate, manage, and grow a pipeline of qualified prospects/leads
  • Move leads through a sales pipeline - achieve targeted closed revenue and quota attainment

WHAT YOU’LL NEED: 

  • Must be internet savvy, have computer literacy in Windows applications including proficiency in MS Word, Excel, PowerPoint, and be able to work remotely using tools such as Microsoft Teams, Webex, and Zoom
  • Working knowledge of the CRM software market or the ability to learn new software quickly, and ability to use CRM technology to track and manage new prospect relationships
  • Possess knowledge of the latest cloud service offerings, toolsets, operating systems, and browsers
  • Experience prospecting new business and closing deals using market research
  • Past experience with technology and/or software sales preferred
  • Ability to assess problematic situations and provide a cohesive prospect/customer solution
  • Experience in business development, lead nurturing, and contract negotiation
  • Ability to make compelling & effective new business/sales presentations
  • Must possess a helpful personality with a solution mindset
  • Ability to manage/multitask multiple projects
  • Effective at lead follow up
  • Ability to attend select industry trade shows and follow up leads using email + phone
  • Proven ability to solve customer problems thoughtfully, methodically, and quickly
  • Willingness to collaborate in a highly competitive environment
  • Excellent listening and presentation skills
  • Strong interpersonal skills – ability to clearly communicate with engineering, technical, business analysts
  • Must be experienced in reporting key sales and business metrics
  • Bachelor’s degree in a related discipline (marketing, business admin, psychology, etc.)
  • Excellent verbal and written communication skills
  • Continuous learning orientation with interest in participating in consultative sales training programs
  • Experience in the financial services advisory + Property & Casualty insurance markets
  • Previous inside sales and customer service experience
  • Desire minimum of 3-5 years of direct sales experience in the insurance industry
  • Willingness to travel to current and prospective customers
  • Ability to represent the company at industry related conferences, trade shows, and events
  • Excellent interpersonal rapport building skills with multiple prospect/customer personalities
  • Ability to collaborate with a range of internal support departments and working across divisions
  • A track record of new business prospecting and success managing a group of assigned key accounts 

WHAT’S IN IT FOR YOU?  

Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. We’re looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at www.zinnia.com for more information. Apply by completing the online application on the careers section of our website.  We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.

 

Notice for California residents: Information about how we collect and use your personal information can be found here

#LI-JW1

Apply for this Job

* Required
resume chosen  
Dropbox Google Drive
(File types: pdf, doc, docx, txt, rtf)
Cancel
cover_letter chosen  
Dropbox Google Drive
(File types: pdf, doc, docx, txt, rtf)
Cancel

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Zinnia’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

Enter the verification code sent to to confirm you are not a robot, then submit your application.

This application was flagged as potential bot traffic. To resubmit your application, turn off any VPNs, clear the browser's cache and cookies, or try another browser. If you still can't submit it, contact our support team through the help center.