REPORTS TO: TBD
FLSA STATUS: Exempt
WORK SCHEDULE: M-F, could be 7-4, 8-5 or 9-6, may need to flex times due to business needs
LOCATION: Hartford, CT or Boise, ID or flexible based on candidate
Covr Technologies is a leading, InsurTech venture capital-backed company, focused on using technology to simplify the buying process for life insurance and related products. As an innovator in a rapidly evolving industry, Covr is a technology-driven company that provides a simpler way for people to protect what matters most. Through partnerships with financial institutions and advisors, Covr's innovative digital platform provides the capability to research, compare and buy life insurance from top providers, fully online and within minutes. Our employees enjoy a casual dress code, flexible hours and progressive work environment. We have a strong culture based on our core values: Client Focus, Innovation, Collaboration, Fun!
Covr is building a new service level for our financial advisors called Virtual Advice. This will offer financial advisors the ability to get the advanced insurance support they need to confidently present life insurance solutions to their clients through online tools and sophisticated virtual, personal advice. To drive this, our sales group is building an elite team of Advanced Insurance Specialists (AISs) to work in partnership with our existing Insurance Sales Consultants (ISCs). The AIS is responsible for managing and building permanent life sales within a territory of financial advisors. These AISs will drive planning-based life insurance sales to the roughly 25,000 Advisors Covr currently works with at various firms (broker-dealers, banks, advisory firms and other financial institutions. The AIS will focus on more advanced planning strategies utilizing permanent life insurance, large face amount term insurance and other protection products to high net worth clients of high performing FAs. A list of examples (but not all encompassing) would include: LIRP, Asset Maximization, Wealth Transfer, Private Premium Financing, Business Owners Solutions and Estate Planning.
ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:
JOB SPECIFICATIONS AND QUALIFICATIONS:
Education and Experience:
Knowledge and Skills:
Note: the first AIS is likely to be the national resource for 3-6 months to start the program. As such, additional compensation and equity will be provided for successful results.