Team Leader, Advisor Success
Hartford, CT
Full Time
Mid Level
Team Leader, Advisor Success
REPORTS TO: CRO
FLSA STATUS: Exempt
TRAVEL: None
WORK SCHEDULE: M-F, Standard business hours
LOCATION: Hartford, CT – in office. Option to work from home one day per week with manager discretion.
Covr is listed as one of Forbes' Top 500 Start Up Companies of 2021 and Top 50 L&A Technology Company of 2024. 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 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!
The team lead for the advisor success group has the overall responsibility for ensure engagement and penetration of Covr’s 25,000+ network of financial advisors utilizing a variety of techniques to build awareness and engage advisors on a favorable basis.
REPORTS TO: CRO
FLSA STATUS: Exempt
TRAVEL: None
WORK SCHEDULE: M-F, Standard business hours
LOCATION: Hartford, CT – in office. Option to work from home one day per week with manager discretion.
COVR FINANCIAL TECHNOLOGIES OVERVIEW:
Covr is listed as one of Forbes' Top 500 Start Up Companies of 2021 and Top 50 L&A Technology Company of 2024. 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 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:
The team lead for the advisor success group has the overall responsibility for ensure engagement and penetration of Covr’s 25,000+ network of financial advisors utilizing a variety of techniques to build awareness and engage advisors on a favorable basis.
ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:
- Responsible for hiring and training 1 or more advisor success associations who are responsible for outbound calling to financial advisors to introduce Covr, secure demos and introduce our sales teams
- Responsible for coordinating and implementing all advisor campaigns through the RIC and IW teams. Examples of these campaigns are winback, new advisors, fallen angels, product promotions, etc
- Responsible for development and cultivating COI relationships across all firms. There are about 1000 COIs that have key roles in introducing us to advisors on a favorable basis.
- Performs other duties and projects as assigned.
Other key tasks
- Develop training and call scripts
- Loading and managing campaign databases in Hubspot
- Engaging with partner firms to acquire correct COI lists
- Campaign reporting from PBI and other reporting tools
- Partnering with marketing department on content for emails, digital presence, webinars, etc
JOB SPECIFICATIONS AND QUALIFICATIONS:
Preferred Education and Experience:
- Bachelor’s degree and/or equivalent experience
- Minimum of 5-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:
We offer a competitive benefits package:
- Base salary
- Performance bonus
- 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
- Pet insurance for cats and dogs
- 401(k)
- 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
Covr is an equal opportunity employer and values diversity in our workforce. We encourage applications from all qualified individuals, including those with diverse backgrounds and those with disabilities. Please note that we do not provide immigration sponsorship for this position.
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