Advisor Success Associate

2 days ago

Windsor Locks, United States Covr Financial Technologies Full time
Advisor Success Associate (Inside Sales)
REPORTS TO: Team Leader, Advisor Success
DEPARTMENT: Advisor Sales
FLSA STATUS: Non-Exempt
TRAVEL: None
WORK SCHEDULE: M-F, may need to flex times due to business needs
LOCATION: Hybrid, Hartford, CT, 4 days onsite - 1 day remote

COMPANY OVERVIEW:
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

JOB SUMMARY:
The Advisor Success Associate primary responsibility would be to make calls to Financial Advisors with the goal of scheduling or completing demos of our digital insurance platform and finding leads/setting appointments for our sales team. This is largely an outbound calling position with the expectation of 75+ calls per day. Expected to be courteous, responsive, and professional in helping advisors navigate and use the Covr platform.
This position is expected to work in our Hartford office. For the right person, the hybrid option of working from home 1 day per week and in the office 4 days is available upon successful completion of training.

ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:
  • Outbound calling campaigns- Make calls to our Financial Advisors with the goal of scheduling or completing platform demos and finding leads/setting appointments for our sales team.
  • Performs demos of our quoting platform over zoom and makes referrals to our Regional Insurance Consultants and/or Internal Wholesalers.
  • Schedules appointments with Financial Advisors for our sales team.
  • Answers inbound phone queue to answer questions, assist & direct financial advisors.
  • Guides financial advisors on the use of the Covr digital insurance platform.
  • Becomes an expert on Firm rules and how each version of our platform works.
  • Performs other duties and projects as assigned.
JOB SPECIFICATIONS AND QUALIFICATIONS:
Education and Experience:
Preferred Education and Experience:
  • Bachelor's degree preferred.
  • Life Insurance or Finance service experience a plus but will train the right person
  • Heavy customer service via phone a plus
  • Life and health insurance license or willingness to obtain within 6 months.
Knowledge and Skills:
  • Persistent marketer 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
  • Excellent attention to detail and ability to multi-task without losing focus.
  • Must be a self-starter and ability to learn independently through experience
  • Proficient in Microsoft Outlook, Word and Excel
  • Comfortable with routine, repetitive tasks
  • Ability to accomplish multiple tasks simultaneously in a fast-paced environment
  • Strong work ethic and high level of personal integrity and accountability
  • Ability to articulate message quickly and effectively over the phone
BENEFITS PACKAGE:
We offer a competitive benefits package:
  • Hourly range of $22.00 to $23.00 with commission bonus incentive
  • 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) with company match
  • 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.

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