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Regional Insurance Consultant

Company: Covr Financial Technologies
Location: Hartford
Posted on: June 20, 2022

Job Description:

REPORTS TO: Head of National SalesDEPARTMENT: Sales, National Sales TeamFLSA STATUS: ExemptWORK SCHEDULE: M-F, either 7-4, 8-5, or 9-6, may need to flex times due to business needsLOCATION: This position can be located in one of our main offices (Hartford, CT, or Boise, ID)COMPENSATION: Base salary plus performance incentive bonusJOB TITLE: Regional Insurance ConsultantCompany OverviewCovr is listed as one of Forbes' Top 500 Startup Companies of 2021! Covr Technologies is a leading, InsurTech venture capital-backed company, focused on using technology to simplify the buying process for life insurance and related products. As an innovator in a rapidly evolving industry, Covr is a technology-driven company that provides a simpler way for people to protect what matters most. Through partnerships with financial institutions and advisors, Covr's innovative digital platform provides the capability to research, compare and buy life insurance from top providers, fully online and within minutes. Our employees enjoy a casual dress code, flexible hours and progressive work environment. We have a strong culture based on our core values: Client First, Integrity, Innovation, Collaboration, Fun!Job SummaryOur team is growing and we're adding to our sales team! This role is a perfect opportunity for someone that is wanting to get off the road and work virtually out of our Boise, ID or Hartford, CT office location(s). The Regional Insurance Consultant is responsible for providing exceptional service to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible for managing and building insurance sales within a territory of financial advisors. Advisors are from various types of firms; including broker-dealers, banks, advisory firms and other financial institutions. Expected to be courteous, responsive, and professional in helping advisors with sales concepts, underwriting, product specifications, and general Covr processes as it relates to all types of life insurance.Essential Job Functions, Duties, And Performance Responsibilities

  • Advises financial advisors on insurance products, sales concepts, and underwriting.
  • Responsible for developing business plans that achieve and exceed sales targets for assigned territory.
  • Builds and maintains strong relationships with Financial Advisors in order to achieve sales targets.
  • Partners closely with account management in order to advance sales within region.
  • Continuously analyzes territories to assess market changes or trends, personnel changes or relationship needs, and revises business plan (visits, trainings, etc) accordingly.
  • Serves as the initial contact for problem resolution. Researches and/or elevates issues to solve problems.
  • Leverages the Company's expertise by working effectively with areas such as Product Management, Advanced Sales, etc.
  • Guides financial advisors on the use of the Covr digital insurance platform.
  • Provides insurance quotes and case design to financial advisors and their clients for life insurance, disability income and asset based long term care
  • Provides sales concept training to financial advisors that may be new to certain insurance concepts.
  • Communicates benefits and features of various insurance products based on client needs.
  • Performs other projects and tasks as assigned.Job Specification/QualificationsRequired Education and Experience:
    • Bachelor's degree or equivalent work-related experience
    • Experience with field underwriting, and product niches
    • Familiarity in life insurance, long term care, disability income, and case design
    • Life and health insurance licensed with a minimum of 2+ years of life insurance sales experience
    • Minimum Series 6, 63 requiredKnowledge And Skills
      • Knowledge of numerous carriers and different product lines a plus
      • Persistent marketer with proven track record of high performance/activity
      • Demonstrated ability to accomplish multiple tasks simultaneously in a fast-paced environment
      • Excellent attention to detail and ability to multi-task without losing focus
      • Excellent verbal communication skills with ability to build phone-based relationship
      • Familiar with general concepts of the financial planning and life insurance industries
      • Strong organizational and time management skills
      • Ability to work independently and exercise good judgment with professional and technical fortitude
      • Strong work ethic and high level of personal integrity and accountabilityBenefits PackageCheck out our Employee Reviews onWe Offer a Competitive Benefits Package
        • Paid Time Off (PTO): 3 weeks to start increasing with years of service
        • Paid holiday's - 10.5 days, including two 4-day weekends!
        • NEW - Downtown parking subsidy
        • NEW - Summer Hours Program
        • Medical, Dental and Vision - 85% of monthly premium paid by Covr for all full-time employees
        • HSA employer contribution of up to $800/yr
        • Adult and child orthodontia
        • Health Savings Account (HSA) with quarterly company contributions
        • Short-Term and Long-Term Disability
        • NEW - Pet insurance for cats and dogs!
        • 401(k) with company match at 3.5%
        • Company paid Life and AD&D insurance of $25,000 for all full-time employees.
        • Supplemental Life and AD&D insurance up to 5x's salary for employee up to $300,000
        • Supplemental Life and AD& D plans offered for spouse up to $100,00 and dependents up to $10,000
        • Flexible Spending Accounts (FSAs): medical, dependent, parking and transit

Keywords: Covr Financial Technologies, Hartford , Regional Insurance Consultant, Professions , Hartford, Connecticut

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