VP, Regional Insurance Consultant, Life Insurance

VP, Regional Insurance Consultant

Our team is growing and we're adding to our sales team! This role is a perfect opportunity for someone that is wanting to get off the road and work virtually out of our Hartford, CT office location. This role is responsible for providing exceptional service to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible for managing and building insurance sales within a territory of financial advisors. Advisors are from various types of firms; including broker-dealers, banks, advisory firms and other financial institutions. Expected to be highly driven, courteous, responsive, and professional in helping advisors with identifying opportunities for life, long-term care, and disability insurance.

Provide virtual point-of-sales assistance. Be well versed in core sales concepts, underwriting, product specifications, and general Covr processes as it relates to all types of life insurance. This individual will be a member of Covr's team which includes an internal partners, assigned Case Manager, as well as access to Covr's Director of Underwriting, Director of Long-Term Care and Advanced Planning Team.

Essential Job Functions, Duties, and Performance 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.

Job Specification / Qualifications :

Required Education and Experience :

Knowledge and Skills :

Benefits Package :

We offer a competitive benefits package :