Internal Wholesaler (Life Insurance)

　　REPORTS TO:                        Director of Sales Operations

　　DEPARTMENT:                     Sales

　　FLSA STATUS:                      Exempt

　　WORK SCHEDULE:                M-F, Standard business hours

　　LOCATION:                            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 question 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.

　　Works in partnership with VP, Regional Insurance Consultant to grow insurance sales within assigned Account/Region.

　　Perform demos of our insurance platform over zoom.

　　Continually learns and assists in guiding financial advisors on the use of the Covr digital insurance platform.

　　Learns and assists in communicating benefits and features of various insurance products based on client needs. 

　　Performs other duties and projects as assigned.

　　JOB SPECIFICATIONS:

　　Education and Experience:

　　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.

　　Knowledge and Skills:

　　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

　　BENEFITS PACKAGE:

　　Competitive benefit package. M edical, dental, vision, disability, paid time off, paid holiday’s, 401(k) company match, and life insurance plan with supplemental options available.

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