Covr Financial Technologies Business Development Consultant, Advisor in Hartford, Connecticut
REPORTS TO: Head of National Sales
DEPARTMENT: Sales, entry level position
FLSA STATUS: Exempt
WORK SCHEDULE: M-F, either 7-4, 8-5, or 9-6, may need to flex times due to business needs
LOCATION: This position can be in either Boise or Hartford
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!
Our team is growing! The Business Development Consultant position is a newly created position for Covr. This role?s primary responsibility would be to recruit new advisors to utilize the Covr platform. This is largely an outbound calling position as well to provide exceptional service to financial advisors. Expected to be courteous, responsive, and professional in helping advisors navigate and use the Covr platform. General life insurance knowledge and ability to learn internal CRM and quoting tools is expected.
ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:
Outbound calling campaigns
Assists in providing insurance quotes to financial advisors and their clients for life insurance, disability income and asset based long term care.
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.
Serves as the initial point of contact with Financial Advisors (FAs) in building a positive working relationship creating further engagement with the FA on Covr?s platforms.
Manages FAs that are disaffected and works to provide resolution and wingback campaigns.
Performs other duties and projects as assigned.
JOB SPECIFICATIONS AND QUALIFICATIONS:
Required Education and Experience:
Bachelor?s degree in relate field preferred
Minimum of 1-year life insurance sales experience preferred
Life and health insurance licensed required
Series 6, 63 a plus
Preferred Education and Experience:
Bachelor?s degree in related field
Finance service experience a plus
Heavy customer service via phone a plus
Life insurance industry experience a plus
Knowledge and Skills:
Persistent marketer 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
Excellent attention to detail and ability to multi-task without losing focus.
Must be a self-starter and ability to learn independently through experience
Proficient in Microsoft Outlook, Word and Excel
Comfortable with routine, repetitive tasks
Demonstrated history of relationship management success with ability to accomplish multiple tasks simultaneously in a fast-paced environment
Strong work ethic and high level of personal integrity and accountability
Ability to articulate message quickly and effectively over the phone
Check out our Employee Reviews on Glassdoor (https://www.glassdoor.com/Reviews/index.htm) and Indeed (https://www.indeed.com/cmp/Covr-Financial-Technologies/reviews) to learn more about our culture!
We offer a competitive benefits package:
Paid Time Off (PTO): 3 weeks to start increasing with years of service
Paid holiday?s ? 10.5 days, including two 4-day weekends!
NEW - Downtown parking subsidy
NEW - Summer Hours Program
Medical, Dental and Vision ? 85% of monthly premium paid by Covr for all full-time employees
HSA employer contribution of up to $800/yr
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!
401(k) with company match at 3.5%
Company paid Life and AD&D insurance of $25,000 for all full-time employees.
Supplemental Life and AD&D insurance up to 5x?s salary for employee up to $300,000
Supplemental Life and AD& D plans offered for spouse up to $100,00 and dependents up to $10,000
Flexible Spending Accounts (FSAs): medical, dependent, parking and transit
To Submit an Application/Questions:
Internal Applicants: Apply through Covr?s YourSource self-service portal.
External Employees: Submit an external application by going to www.covrtech.com/careers/
Have a question about an open position? Text your question directly to our HR department at (208) 417-8305 (tel:(208) 417-8305) . We check our messages frequently throughout the day and will get back to you as soon as possible.