Covr Financial Technologies
Internal Wholesaler (Life Insurance)
Covr Financial Technologies, Hartford, Connecticut, us, 06112
Internal Wholesaler (Life Insurance)
REPORTS TO:
Director of Sales OperationsDEPARTMENT:
SalesFLSA STATUS:
ExemptWORK SCHEDULE:
M-F, Standard business hoursLOCATION:
HYBRID Hartford, CT (4 Days in office/ 1 day WFH)COMPANY OVERVIEW:
Covr is listed as one of Forbes' Top 500 Start Up Companies of 2021! Covr is a digital life insurance platform that makes it easy to protect what matters most: you and your family. Covr partners with financial institutions that share the belief that life insurance should be simple and transparent and part of a total financial plan. Through Covr's technology, financial advisors and their customers can research and purchase affordable life insurance from well-known insurance companies without the hassles of the traditional process - all within a matter of minutes. Our employees enjoy a casual dress code, flexible hours, great benefits package, competitive wages, and more. We have a strong culture based on our core values:
Client First, Integrity, Innovation, Collaboration, Fun!JOB SUMMARY:
Our team is growing! The Life Insurance Internal Wholesaler works in partnership with their VP, Regional Insurance Consultant to grow life insurance sales within their assigned territory. This is largely an outbound calling position where you will educate advisors on life insurance sales ideas, assist with the use of Covr’s digital platform and build relationships with advisors. We are looking for someone that has strong phone/zoom experience with proven problem/issue resolution skills. General life insurance knowledge and ability to learn internal CRM and quoting tools is expected.ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:
Answer calls from Financial Advisors to assist with questions on insurance products and how to submit through the Covr platform.Make proactive, outbound calls to Financial Advisors with the goal of promoting insurance concepts and driving advisors to our platform to do business.Refer advisors to our VP, Regional Insurance Consultants for complex sales opportunities.Work in partnership with VP, Regional Insurance Consultant to grow insurance sales within assigned Account/Region.Perform demos of our insurance platform over zoom.Continually learn and assist in guiding financial advisors on the use of the Covr digital insurance platform.Learn and assist in communicating benefits and features of various insurance products based on client needs.Perform other duties and projects as assigned.JOB SPECIFICATIONS:
Education and Experience:
Bachelor’s degree and/or equivalent experienceMinimum of 1 year Life Insurance or Financial service industry experienceLife and health insurance license required/Series 6 & 63 or ability to obtain preferred.Knowledge and Skills:
Go Getter, sales mentality with proven track record of high performance/activityStrong customer service skills with a strong positive phone presenceExcellent verbal communication skills, ability to build phone-based relationshipsAbility to articulate message quickly and effectively over the phoneMust be a self-starter and ability to learn independently through experienceAbility to accomplish multiple tasks simultaneously in a fast-paced environmentStrong work ethic and high level of personal integrity and accountabilityProficient in Microsoft Outlook, Word and ExcelBENEFITS PACKAGE:
Competitive benefit package including Medical, dental, vision, disability, paid time off, paid holidays, 401(k) company match, and life insurance plan with supplemental options available.
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REPORTS TO:
Director of Sales OperationsDEPARTMENT:
SalesFLSA STATUS:
ExemptWORK SCHEDULE:
M-F, Standard business hoursLOCATION:
HYBRID Hartford, CT (4 Days in office/ 1 day WFH)COMPANY OVERVIEW:
Covr is listed as one of Forbes' Top 500 Start Up Companies of 2021! Covr is a digital life insurance platform that makes it easy to protect what matters most: you and your family. Covr partners with financial institutions that share the belief that life insurance should be simple and transparent and part of a total financial plan. Through Covr's technology, financial advisors and their customers can research and purchase affordable life insurance from well-known insurance companies without the hassles of the traditional process - all within a matter of minutes. Our employees enjoy a casual dress code, flexible hours, great benefits package, competitive wages, and more. We have a strong culture based on our core values:
Client First, Integrity, Innovation, Collaboration, Fun!JOB SUMMARY:
Our team is growing! The Life Insurance Internal Wholesaler works in partnership with their VP, Regional Insurance Consultant to grow life insurance sales within their assigned territory. This is largely an outbound calling position where you will educate advisors on life insurance sales ideas, assist with the use of Covr’s digital platform and build relationships with advisors. We are looking for someone that has strong phone/zoom experience with proven problem/issue resolution skills. General life insurance knowledge and ability to learn internal CRM and quoting tools is expected.ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:
Answer calls from Financial Advisors to assist with questions on insurance products and how to submit through the Covr platform.Make proactive, outbound calls to Financial Advisors with the goal of promoting insurance concepts and driving advisors to our platform to do business.Refer advisors to our VP, Regional Insurance Consultants for complex sales opportunities.Work in partnership with VP, Regional Insurance Consultant to grow insurance sales within assigned Account/Region.Perform demos of our insurance platform over zoom.Continually learn and assist in guiding financial advisors on the use of the Covr digital insurance platform.Learn and assist in communicating benefits and features of various insurance products based on client needs.Perform other duties and projects as assigned.JOB SPECIFICATIONS:
Education and Experience:
Bachelor’s degree and/or equivalent experienceMinimum of 1 year Life Insurance or Financial service industry experienceLife and health insurance license required/Series 6 & 63 or ability to obtain preferred.Knowledge and Skills:
Go Getter, sales mentality with proven track record of high performance/activityStrong customer service skills with a strong positive phone presenceExcellent verbal communication skills, ability to build phone-based relationshipsAbility to articulate message quickly and effectively over the phoneMust be a self-starter and ability to learn independently through experienceAbility to accomplish multiple tasks simultaneously in a fast-paced environmentStrong work ethic and high level of personal integrity and accountabilityProficient in Microsoft Outlook, Word and ExcelBENEFITS PACKAGE:
Competitive benefit package including Medical, dental, vision, disability, paid time off, paid holidays, 401(k) company match, and life insurance plan with supplemental options available.
#J-18808-Ljbffr