Assist Financial Advisors with the sale of Term Insurance through Covr’s insurance platform
Answer calls from Financial Advisors to assist with questions on term insurance products
Make proactive, outbound calls to Financial Advisors with the goal of promoting insurance concepts
Refer advisors to our Regional Insurance Consultants for permanent sales opportunities
Work in partnership with Regional Insurance Consultant to grow insurance sales
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
Communicate benefits and features of various insurance products based on client needs
Perform other duties and projects as assigned

Bachelor’s degree and/or equivalent experience
Minimum of 1 year Life Insurance or Financial service industry experience
Life and health insurance license required/Series 6 & 63 or ability to obtain preferred
Go Getter, sales mentality with proven track record of high performance/activity
Strong customer service skills with a strong positive phone presence
Excellent verbal communication skills, ability to build phone-based relationships
Ability to articulate message quickly and effectively over the phone
Must be a self-starter and ability to learn independently through experience
Ability to accomplish multiple tasks simultaneously in a fast-paced environment
Strong work ethic and high level of personal integrity and accountability
Proficient in Microsoft Outlook, Word and Excel

Salary range of $55,000
Paid Time Off (PTO): 3 weeks to start, increasing with years of service
Paid holiday’s – 11 days
Medical, Dental and Vision – 80% of monthly premium paid by Covr for all full-time employees
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!
Company paid Life and AD&D insurance for all full-time employees.
Supplemental Life and AD&D insurance up to 5x’s salary for employee
Supplemental Life and AD&D plans offered for spouse and dependents
Flexible Spending Accounts (FSAs): medical, dependent, parking and transit

Internal Wholesaler – Life Insurance

Key skills