VP, Regional Insurance Consultant

Summary

Join Covr Technologies, a top InsurTech company, as a VP, Regional Insurance Consultant! This remote, California-based role focuses on providing exceptional service to financial advisors, acting as a hybrid between external and internal wholesaling. You will manage and grow insurance sales within a designated territory, working with advisors from various firms. The position requires strong sales skills, insurance product knowledge, and the ability to build relationships. You will leverage Covr's digital platform and collaborate with internal teams to achieve sales targets and resolve issues. This is a fantastic opportunity for a driven individual to work virtually and make a significant impact.

Requirements

• 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 and health insurance licensed with a minimum of 5+ years of life insurance sales experience
• Minimum Series 6 and 63 required
• Knowledge of numerous carriers and different product lines a required
• 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 relationship
• 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

Responsibilities

• Advises financial advisors on sales concepts, insurance products, and underwriting
• Responsible for developing business plans that achieve and exceed sales targets for assigned territory
• Builds and maintains strong relationships with Financial Advisors in order to achieve sales targets
• Partners closely with account management in order to advance sales within region
• Continuously analyzes data within ones territory to assess market changes or trends, personnel changes or relationship needs, and revises business plan (visits, trainings, etc) accordingly
• Serves as the initial contact for problem resolution. Researches and/or elevates issues to solve problems
• Leverages the Company’s expertise by working effectively with areas such as Product Management, Advanced Sales, etc
• 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
• Well versed in core life and long-term care insurance strategies and familiar with the solutions available in the marketplace from various insurance carriers
• Comfortable with SalesForce or other CRM as a tool to help run an efficient practice
• Performs other projects and tasks as assigned

Benefits

• Annual Base Salary $72,000 with competitive commission bonus structure
• Paid Time Off (PTO): 3 weeks to start increasing with years of service
• Paid holiday’s – 11 days!
• NEW - Summer Hours Program
• Medical, Dental and Vision – 11 options to choose from for all full-time employees, 2 plans zero premium others 85% premium paid by Covr
• Employee Assistance Program
• HSA employer contribution of up to $500/yr
• Adult and child orthodontia
• Health Savings Account (HSA) with quarterly company contributions
• Short-Term and Long-Term Disability
• NEW - Pet insurance for cats and dogs!
• NEW – Gym Membership discounts
• 401(k) retirement plan
• NEW LIMITS - Company paid Life and AD&D insurance 1 year salary, max $50,000 for all full-time employees
• NEW LIMITS - Supplemental Life and AD&D insurance up to 6x’s salary for employee up to $2,500,000
• NEW LIMITS - Supplemental Life and AD& D plans offered for spouse up to $200,000 and dependents up to $10,000
• Flexible Spending Accounts (FSAs): medical, dependent, parking and transit