Insurance Sales Specialist

Connecticut Innovations; Hartford (CT); On-site; USD 60,000 - 73,000; Full time

Job summary

Join a vibrant community of innovators at a leading digital life insurance platform. As the Team Leader for Advisor Success, you will be pivotal in engaging a vast network of financial advisors. This role offers the opportunity to lead a team, implement impactful campaigns, and cultivate essential relationships within the industry. With a commitment to integrity and innovation, you will thrive in a supportive environment that values collaboration and fun. If you're ready to make a difference and drive success, this position is perfect for you.

Benefits

Flexible hours

Paid Time Off (PTO)

Medical, Dental and Vision

401(k)

Performance bonus

Pet insurance

Short-Term and Long-Term Disability

Health Savings Account (HSA)

Qualifications

• 5+ years in Life Insurance or Financial services required.
• Strong communication and customer service skills essential.

Responsibilities

• Lead hiring and training of Advisor Success Associates.
• Coordinate advisor campaigns and manage databases in Hubspot.
• Develop training materials and engage with partner firms.

Skills

Sales mentality

Customer service skills

Verbal communication

Self-starter

Ability to multitask

Positive phone presence

Education

Bachelor’s degree

Life and health insurance license

Tools

Hubspot

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Are you ready to join Connecticut Innovation’s vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut’s strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech.

Come join Consumer - Covr Financial Technologies as a Team Leader, Advisor Success!

COVR FINANCIAL TECHNOLOGIES OVERVIEW

Covr is listed as one of Forbes' Top 500 Start Up Companies of 2021 and Top 50 L&A Technology Company of 2024. Covr is a digital life insurance platform that makes it easy to protect what matters most: you and your family. Covr partners with financial institutions that share the belief that life insurance should be simple and transparent and part of a total financial plan. Through Covr's technology, financial advisors and their customers can research and purchase life insurance from well-known insurance companies without the hassles of the traditional process - all within a matter of minutes.

Our employees enjoy a casual dress code, flexible hours, great benefits package, competitive wages, and more. We have a strong culture based on our core values: Client First, Integrity, Innovation, Collaboration, Fun!

JOB SUMMARY

The Team Lead, Advisor Success Group has the overall responsibility for ensuring engagement and penetration of Covr’s 25,000+ network of financial advisors utilizing a variety of techniques to build awareness and engage advisors on a favorable basis.

• Responsible for hiring and training 1 or more Advisor Success Associates who are responsible for outbound calling to financial advisors to introduce Covr, secure demos and introduce our sales teams.
• Responsible for coordinating and implementing all advisor campaigns through the RIC and IW teams. Examples of these campaigns are winback, new advisors, fallen angels, product promotions, etc.
• Responsible for development and cultivating COI relationships across all firms. There are about 1000 COIs that have key roles in introducing us to advisors on a favorable basis.
• Performs other duties and projects as assigned.
• Develop training and call scripts.
• Loading and managing campaign databases in Hubspot.
• Engaging with partner firms to acquire correct COI lists.
• Campaign reporting from PBI and other reporting tools.
• Partnering with marketing department on content for emails, digital presence, webinars, etc.

JOB SPECIFICATIONS AND QUALIFICATIONS

• Bachelor’s degree and/or equivalent experience.
• Minimum of 5-year Life Insurance or Financial service industry experience.
• Life and health insurance license required/Series 6 & 63 or ability to obtain preferred.
• Go Getter, sales mentality with proven track record of high performance/activity.
• Strong customer service skills with a strong positive phone presence.
• Excellent verbal communication skills, ability to build phone-based relationships.
• Ability to articulate message quickly and effectively over the phone.
• Must be a self-starter and ability to learn independently through experience.
• Ability to accomplish multiple tasks simultaneously in a fast-paced environment.
• Strong work ethic and high level of personal integrity and accountability.
• Proficient in Microsoft Outlook, Word and Excel.

BENEFITS PACKAGE

• Base salary ($60,000-$72,500 based on experience).
• Performance bonus (annual commission bonus of up to $30,000).
• Paid Time Off (PTO): 3 weeks to start, increasing with years of service.
• Paid holidays – 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.
• Pet insurance for cats and dogs.
• 401(k).
• 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.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Business Development, Customer Service, and Sales

Industries

Insurance, Insurance Carriers, and Insurance Agencies and Brokerages