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Insurance Sales Consultant - Boise, Hartford, or Minneapolis

REPORTS TO: National Sales Director

DEPARTMENT: Sales

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, Hartford, or Minneapolis

COMPENSATION: Base salary plus performance incentive bonus

 

We are looking for a total of Qty. 5 new ISC's to join our growing team: There will be 3 ISC's located in Hartford and an additional 1-2 can be located in either Boise, Hartford of Minneapolis.

 

COMPANY OVERVIEW:

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 and we’re adding additional Insurance Sales Consultants (ISC’s) to the team! In this role ISC’s are responsible for providing exceptional service to financial advisors.  The ISC is responsible for managing and building insurance sales within a territory of financial advisors. Advisors are from various types of firms; including broker-dealers, banks, advisory firms and other financial institutions. Expected to be courteous, responsive, and professional in helping advisors with sales concepts, underwriting, product specifications, and general Covr processes as it relates to all types of life insurance. 

ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:

  • Advises financial advisors on insurance products, sales concepts, and underwriting.
  • Guides financial advisors on the use of the Covr digital insurance platform.
  • Provides insurance quotes and case design to financial advisors and their clients for life insurance, disability income and asset based long term care 
  • Provides sales concept training to financial advisors that may be new to certain insurance concepts.
  • Communicates benefits and features of various insurance products based on client needs. 
  • Performs other projects and tasks as assigned.

JOB SPECIFICATION/QUALIFICATIONS:

Required Education and Experience:

  • Bachelor’s degree or equivalent work-related experience
  • Experience with field underwriting, and product niches
  • Familiarity in life insurance, long term care, disability income, and case design
  • Life insurance licensed with a minimum of 2+ years of life insurance sales experience
  • Series 6/63 or Series 7/63

Knowledge and Skills:

  • Knowledge of numerous carriers and different product lines a plus
  • Persistent marketer with proven track record of high performance/activity 
  • Demonstrated ability to accomplish multiple tasks simultaneously in a fast-paced environment
  • Excellent attention to detail and ability to multi-task without losing focus
  • Excellent verbal communication skills with ability to build phone-based relationships
  • Familiar with general concepts of the financial planning and life insurance industries
  • Strong organizational and time management skills
  • Ability to work independently and exercise good judgment with professional and technical fortitude
  • Strong work ethic and high level of personal integrity and accountability

BENEFITS PACKAGE:

Competitive benefit package. Medical, 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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