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Insurance Sales Consultant, Team Lead

REPORTS TO: National Sales Director

DEPARTMENT: Sales, mid-level


WORK SCHEDULE: M-F, 8-5 or 9-6, may need to flex times due to business needs

LOCATION: Hartford

COMPENSATION: Base salary plus performance incentive bonus



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.  Covr’s main operations is in downtown Boise, ID and our corporate operations are in Hartford, CT.  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!


Our team is growing! The Insurance Sales Consultant (ISC), Team Lead position is a newly created position for Covr! The ISC Lead is responsible for managing a team of ISC’s providing exceptional service to financial advisors 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. This role will manage a specified territory while leading a team of ISC’s. 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. 


  • Supervises individual team of insurance sales consultants.
  • As a Player/Coach you will be responsible for developing your territory as well as leading your Regional Insurance Consultant team.
  • Responsible for training, coaching and elevating personal team to reach specific goals.
  • Call coaching and concept training amongst team.
  • 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 concepts 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 duties and projects as assigned.


Required Education and Experience:

  • Bachelor’s degree or equivalent work-related experience
  • Life insurance licensed with a minimum of 5 years of life insurance sales experience
  • Minimum of 1 year of personnel supervisory experience
  • Series 6/63 or Series 7/63

Knowledge and Skills:

  • Coaching and providing constructive feedback to team members
  • Proven record of leadership
  • High competency in insurance case design other than sales
  • Knowledge of numerous carriers and different product lines a plus
  • Experience with field underwriting, and product niches
  • Familiarity in life insurance, long term care, disability income, and case design
  • Persistent marketer with proven track record of high performance/activity
  • Demonstrated ability to accomplish multiple tasks simultaneously in a fast-paced environment
  • Ability to work independently and exercise good judgment with professional and technical fortitude
  • Excellent attention to detail and ability to multi-task without losing focus.
  • Proficient in Microsoft Outlook, Word and Excel
  •  Strong organizational and time management skills Excellent written communication skills
  • Strong work ethic and high level of personal integrity and accountability


Competitive benefit package. Medical, dental and vision benefits, disability, paid time off, paid holiday’s, 401(k) company match, and life insurance plan with supplemental options available.

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