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Covr Financial TechnologiesCT

Life Insurance Specialist – (Consumer Sales Agent)

Covr Financial Technologies is a VC-backed insurtech company that provides a digital insurance platform, simplifying the life insurance buying process for financial institutions, advisors, and their clients.

Covr Financial Technologies

Employee count: 51-200

Salary: 65k-100k USD

United States only

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Life Insurance Specialist – (Consumer Sales Agent)
REPORTS TO: Head of Sales
DEPARTMENT: Consumer Sales Team
COMPENSATION: Salary plus monthly bonus;$65K-$100K OTE
TRAVEL: None Required
WORK SCHEDULE: M-F, normal business hours
LOCATION: Remote

What We Offer:
We’re looking for licensed Life agents to help us on our continued journey to revolutionize the way life insurance is purchased.

We provide a unique sales opportunity in which agents receive daily leads from our financial institution partners to help their members secure Life Insurance from a choice of the top rated, most competitively priced carriers. Our partners send millions of emails to their members every month and the customers respond by calling-in directly to our sales team or submitting an electronic Application Request on our Quoting platform.

If you like warm leads, “closing deals” and selling 5+ new policies every day, you’ll love this position!

Highlights:
  • Salary plus generous monthly bonus plan
  • All Leads provided, including App Requests, call-in’s and warm transfers
  • Work from home, all equipment provided
  • Sell both Term and Perm from a choice of top-rated carriers
  • Easy sales system and tools
  • Full Case Management support
  • Dynamic, engaging sales team that loves to win!

About our Company:
Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels. There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016. Our platform has processed close to $5 billion in claim benefits for end-consumers.

Covr’s platform provides a simpler way for people to protect what matters most and a better consumer experience. We have streamlined the insurance application and underwriting process from days to minutes using A.I. technology. Covr has a dynamic and transparent work environment where we create opportunities for our employees to grow. We embrace a flexible work environment that encourages high productivity and job satisfaction. We have strong core values: Client First, Collaboration, Innovation and Fun!

About our Lead Generation:
For our Direct to Consumer (DTC) channel, we have 20+ leading financial institutions that market life insurance to over 30 million members. This affinity program yields significantly higher customer intent and a better buying experience. These are warm, qualified leads from partners such as Navy Federal, Boeing, Golden 1 Credit Union, more. The members are contacting you and want to secure coverage.
For agents, there’s no cold-calling, prospecting or driving to appointments. It’s all about service and closing!

Position Summary:
The Consumer Sales Team is seeking a driven, high producing individual to join our team as a licensed Life Insurance Specialist. In this role, you will be responsible for helping consumers protect their families and secure their financial futures by delivering a world class sales experience. You will handle both inbound and outbound calls from highly interested customers. From needs analysis to quoting, you can complete the entire pre-application process in less than 15 minutes. A good agent will generate 5+ new applications every day.

Our sales agency is dynamic, fast paced and rewarding. You will be joining a winning sales team with a heavy emphasis on employee culture and generating exceptional results. If you are looking for a positive, supportive sales environment and want to take advantage of unlimited income potential, this is the opportunity that you’ve been seeking!

What You’ll Do:
  • Handle new leads and application requests over the phone, including inbound inquiries, coverage requests from consumers, outbound campaigns, and warm transfers
  • Use our proprietary tools to engage with customers and help them select the most suitable policy from dozens of our carriers based on their needs and budget
  • Submit applications electronically via our carrier portals
  • Follow up with leads/sales and maintain ongoing communication with customers to provide personalized service and support
  • Represent our affiliate partners with the highest level of respect and integrity
  • Be proficient with carrier knowledge, products, underwriting and sales best practices

What’s Needed to Apply:
  • High School Diploma or GED Equivalent
  • 2+ years in the life/health insurance industry; sales agent experience preferred
  • MUST have the ability to obtain resident license for Life and Health lines. State licensing in the other 49 states will be provided at company expense
  • Driven individual – able and eager to make 50+ outbound calls during heavy volume

Knowledge and Skills:
  • Able to excel in a fast paced, dynamic inside-sales environment
  • Success driven with strong sales acumen and “closing” skills
  • Excellent verbal skills, particularly over the phone
  • Ability to connect with diverse socio-economic clientele
  • Attention to detail and ability to multi-task
  • Proficient with basic Microsoft and CRM tools
BENEFITS PACKAGE:
We offer a competitive benefits package:
  • Paid Time Off (PTO): 3 weeks to start, increasing with years of service
  • Paid holiday’s – 11 days
  • Mental Health Days – 3 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!
  • 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.

About the job

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Posted on

Job type

Full Time

Experience level

Salary

Salary: 65k-100k USD

Education

High school

Experience

2 years minimum

Location requirements

Hiring timezones

United States +/- 0 hours

About Covr Financial Technologies

Learn more about Covr Financial Technologies and their company culture.

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At Covr, we're transforming how life insurance is bought and sold by combining technology with human expertise. Our digital platform empowers financial advisors and institutions to offer their clients seamless access to life, long-term care, and disability insurance from 29 of the nation's leading carriers. We've streamlined a traditionally cumbersome process - what once took days now takes minutes, giving 40 million consumers access to protection through our embedded technology.

Our team lives by four core values: Client First, Collaboration, Innovation, and Fun. We're a diverse group of insurance experts, creators, and technologists working together to make a genuine difference in people's lives. Backed by leading venture capital firms including Allianz Life Ventures, Aflac Ventures, and Nyca Partners, we've built a dynamic, transparent work environment where employees thrive. With offices in Hartford, Connecticut and Boise, Idaho, we're proud to be recognized by Forbes as a Top 500 Startup Company and by Everest Group for our technology innovation in the life insurance industry.

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