Key Facts

Remote From:

United States

Full time

Mid-level (2-5 years)

English

Hard Skills

Phone Sales Medical Licensing (Health Law) Term Life Insurance Life Insurance Sales Outbound Calls Lead Generation Underwriting Care Management Customer Relationship Management Application Planning +5 more

Other Skills

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Microsoft Office
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Non-Verbal Communication
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Multitasking
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Teamwork
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Customer Service
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Detail Oriented
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Driven Personality

Roles & Responsibilities

High School Diploma or GED
2+ years of experience in the life/health insurance industry; sales agent experience preferred
Must be able to obtain a resident Life and Health insurance license; company covers licensing for other states
Ability to make 50+ outbound calls during heavy volume; driven and sales-focused

Requirements:

Handle new leads and application requests over the phone, including inbound inquiries, coverage requests, outbound campaigns, and warm transfers
Use proprietary tools to engage with customers and help them select the most suitable policy from dozens of carriers based on their needs and budget
Submit applications electronically via carrier portals and follow up with leads to provide personalized service and support
Represent affiliate partners with integrity and maintain proficiency in carrier knowledge, products, underwriting, and sales best practices

Covr Financial Technologies

Financial Services

About Covr Financial Technologies

Covr is an "Insurtech" company that provides a digital insurance platform that simplifies the insurance process and makes it easy to protect your loved ones. Through partnerships with financial institutions and other national brands, Covr's embedded technology gives financial advisors and their customers a way to research and purchase life insurance from top-rated companies without the hassles of the traditional process. To learn more, visit www.covrtech.com Covr has also developed a platform for Independent financial advisors. With Covr Pro, independent advisors have all the tools they need to increase their sales, reduce cost, and maximize compensation. To learn more, visit www.covrpro.com. Covr is backed by leading venture capital firms: Allianz Life Ventures, Aflac Ventures, Nyca Partners, Commerce Ventures, Connectivity Capital Partners Contour Venture Partners and Sony IGV. Offices: Boise, ID and Hartford, CT. To learn more, visit www.covrtech.com

Company type: Scaleup

Industry: Financial Services

Founded: 2018

Company size: 51 - 200

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Job description

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