Internal Wholesaler – Life Insurance

🔥 0 minutes ago

🥔 Idaho – Remote

🥔 Idaho – Remote

💵 $55k / year

⏰ Full Time

🟢 Junior

🔒 Insurance

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Covr Financial Technologies

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💰 $15M Series B on 2022-04

Finance • Insurance

Covr Financial Technologies is a company that simplifies the process of buying insurance, catering to both consumers and financial institutions. The company works with 29 leading insurance carriers to provide a range of insurance products, including life, long-term care, and disability insurance. Covr has formed partnerships with banks and financial institutions, making insurance accessible to over 40 million consumers. Covr's tools assist users in assessing their insurance needs and purchasing the right policies. They are known for their customer satisfaction, with a high rating based on numerous surveys.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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