Life Insurance Specialist, Bilingual Cantonese - Sales Agent

Work set-up: 
Full Remote
Contract: 
Full time
Experience: 
Entry-level / graduate
Work from: 
United States

Offer summary

Qualifications:

High School Diploma or GED required., Bilingual in English and Cantonese., At least 2 years of experience in life/health insurance sales., Ability to obtain state licensing for Life and Health lines..

Key responsibilities:

  • Handle inbound and outbound calls to assist customers with life insurance needs.
  • Use sales tools to recommend suitable policies and close deals.
  • Submit applications electronically and follow up with clients.
  • Achieve a target of 30+ policy sales per month.

Covr Financial Technologies logo
Covr Financial Technologies Financial Services Scaleup https://www.covrtech.com/
51 - 200 Employees
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Job description

Life Insurance Specialist, Bilingual Cantonese – (Sales Agent)

REPORTS TO: Sales Manager
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 leading provider of insurance solutions 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 advisors and clients to purchase insurance.  Through partnerships with top financial institutions and their 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 Hartford, CT with a vibrant office environment. Our employees enjoy a casual dress code, flexible hours and progressive work environment.  We have a strong culture based on: Client Focus, Innovation, Collaboration, 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 E*Trade, 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
  • Close 30+ policies every month
  • 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
  • Bilingual: English and Cantonese required
  • 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 and spend 4+ hours on the phone closing deals to reach sales and compensation targets

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
What You’ll Receive:
Your competitive benefits package includes:
  • Base Salary of $40k
  • Monthly Performance incentives that produce an additional bonus of $25K-$60K in 1st year
    • After 1 year, top agents should earn over $100K  
  • Uncapped bonuses
  • Fun sales culture – run your own desk and get treated like a professional. Put in an honest 40 hours, hit your targets and get rewarded.
    • Data exists for your personal growth and development
  • “Summer Hours” initiative provides employees various PAID half-day Fridays during summer months – Enjoy the sun!
  • Quarterly and monthly sales contests (CASH Payouts)
  • Frequent “goodies” from our carrier partners
  • Continuing education and product training provided throughout tenure
  • Paid Time Off (PTO): 3 weeks to start, increasing with years of service
  • Paid holiday’s – 11 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
  • NEW - Pet insurance for cats and dogs!
  • 401(k) retirement plan
  • 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
  • Free monthly lunch gift cards

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.

 

Required profile

Experience

Level of experience: Entry-level / graduate
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Term Life InsuranceClosing (Sales)Carrier ManagementCandidate SubmittalQuotationsMicrosoft Development ToolUnderwritingLead GenerationCustomer Relationship ManagementSales Strategy

Other Skills

  • Sales
  • Customer Service
  • Multitasking
  • Verbal Communication Skills
  • Detail Oriented
  • Communication
Are you interested?

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