Internal Wholesaler – Life Insurance
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Job Description
Internal Wholesaler assisting financial advisors in life insurance sales via Covr’s platform. Making outbound calls and educating advisors on term insurance concepts and Covr’s digital tools.
Responsibilities:
- Assist Financial Advisors with the sale of Term Insurance through Covr’s insurance platform
- Answer calls from Financial Advisors to assist with questions on term insurance products
- Make proactive, outbound calls to Financial Advisors with the goal of promoting insurance concepts
- Refer advisors to our Regional Insurance Consultants for permanent sales opportunities
- Work in partnership with Regional Insurance Consultant to grow insurance sales
- Perform demos of our insurance platform over zoom
- Continually learn and assist in guiding financial advisors on the use of the Covr digital insurance platform
- Communicate benefits and features of various insurance products based on client needs
- Perform other duties and projects as assigned
Requirements:
- Bachelor’s degree and/or equivalent experience
- Minimum of 1 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:
- Salary range of $55,000
- 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!
- 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
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