Internal Wholesaler (Term)- Life Insurance
Covr Financial Technologies is a digital life insurance platform aiming to simplify the process of obtaining life insurance. The Internal Wholesaler will assist Financial Advisors in selling Term Insurance, primarily through outbound calls and educating advisors on Covr’s platform.
Responsibilities
- Answer calls from Financial Advisors to assist with question on term 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 Regional Insurance Consultants for permanent sales opportunities
- Works in partnership with 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
Skills
- 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
- 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
- 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
Company Overview