CA - VP, Regional Insurance ConsultantCovr Financial Technologies • San Francisco, CA, US
CA - VP, Regional Insurance Consultant
Covr Financial Technologies • San Francisco, CA, US
30+ days ago
Job type
- Full-time
- Quick Apply
Job descriptionClient First, Integrity, Keep It Simple, and Fun! 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 their CA home office. 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. 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. Required Education and Experience : Bachelor’s degree or equivalent work-related experience Experience with field underwriting, and product niches Familiarity in life insurance, long term care, disability income, and case design Life and health insurance licensed with a minimum of 5+ years of life insurance sales experience Minimum Series 6 and 63 required Knowledge and Skills : Knowledge of numerous carriers and different product lines a required Persistent marketer with proven track record of high performance / activity Demonstrated ability to accomplish multiple tasks simultaneously in a fast-paced environment Excellent attention to detail and ability to multi-task without losing focus Excellent verbal communication skills with ability to build phone-based relationship Familiar with general concepts of the financial planning and life insurance industries Strong organizational and time management skills Ability to work independently and exercise good judgment with professional and technical fortitude Strong work ethic and high level of personal integrity and accountability BENEFITS PACKAGE : We offer a competitive benefits package : Annual Base Salary $72,000 with competitive commission bonus structure Paid Time Off (PTO) : 3 weeks to start increasing with years of service Paid holiday’s – 11 days! NEW - Summer Hours Program Medical, Dental and Vision – 11 options to choose from for all full-time employees, 2 plans zero premium others 85% premium paid by Covr Employee Assistance Program HSA employer contribution of up to $500 / yr 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! NEW – Gym Membership discounts 401(k) retirement plan NEW LIMITS - Company paid Life and AD&D insurance 1 year salary, max $50,000 for all full-time employees. 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. Powered by JazzHR
CA - VP, Regional Insurance Consultant REPORTS TO :
- Chief Revenue Officer DEPARTMENT : Sales, National Sales Team FLSA STATUS : Exempt WORK SCHEDULE : M-F, hours subject to territory TRAVEL : Up to 10% COMPENSATION : starting base salary $72,000 plus uncapped monthly incentive bonus INTERNAL JOB TITLE REFERENCE : VP, Regional Insurance Consultant LOCATION : This position is located remotely in CA COMPANY OVERVIEW : Covr is listed as one of Forbes' Top 500 Startup Companies of 2021!
- Covr Technologies is a leading, InsurTech venture capital-backed company, focused on using technology to simplify the buying process for life insurance and related products.
- As an innovator in a rapidly evolving industry, Covr is a technology-driven company that provides a simpler way for people to protect what matters most.
- Through partnerships with financial institutions and advisors, Covr's innovative digital platform provides the capability to research, compare and buy life insurance from top providers, fully online and within minutes.
- Our employees enjoy a casual dress code, flexible hours and progressive work environment.
We have a strong culture based on our core values :
JOB SUMMARY :
ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES :
JOB SPECIFICATION / QUALIFICATIONS :
NEW LIMITS - Supplemental Life and AD&D insurance up to 6x’s salary for employee up to $2,500,000 NEW LIMITS - Supplemental Life and AD& D plans offered for spouse up to $200,000 and dependents up to $10,000 Flexible Spending Accounts (FSAs) :
Create a job alert for this search
Insurance Consultant • San Francisco, CA, US
Related jobs)
A local government agency in Martinez, California, is seeking an experienced leader for its Risk Management Department.The candidate should have extensive experience in risk management, strong lead...Show more
Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we’re proud of our roots, star...Show more
At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...Show more
Position Type : Regular Your opportunity At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo...Show more
Our client is seeking a dynamic and experienced leader to serve as Associate Director, Patient CRM & Omnichannel Engagement Lead, a pivotal role responsible for defining and executing the company’s...Show more
Find a Career Where You Can Thrive—Not Just Another Job.At Schweiger Dermatology Group, we offer an opportunity to grow and excel in a supportive and dynamic environment.
New York, New Jersey, Penns...Show more Click the link below to review our Investment Professionals’ incentive structure.Investment Professionals' Compensation | Charles Schwab.
Here, innovative thought meets creative problem solving, hel...Show more 
Taking care of our customers, our communities and each other.By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 16...Show more
Position Type : Regular Your opportunity At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” a...Show more
At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties.
And for more than 90 years our innovative drive has kept us a step ...Show more
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.
We guarantee 15-25 hours per week with an hourly pay of bet...Show more Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.
We guarantee 15-25 hours per week with an hourly pay of bet...Show more 
A high-growth cybersecurity vendor is seeking a Regional Vice President to lead commercial sales efforts across the Northeast U.
The ideal candidate will have a strong background in cybersecurity sa...Show more
A leading AI technology company is seeking a Regional Vice President of Strategic Sales to manage a team and grow the subscription business in Santa Clara, California.
The ideal candidate will have ...Show more
Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...Show more
Together we fight for everyone’s opportunity for a better financial future.We will do this together — with customers, partners and colleagues.
We will fight for others, not against : We will stand up...Show more
A strategic fundraising firm is seeking a Vice President, Regional Operations to oversee operational efficiency in San Francisco.
The ideal candidate will have over 10 years of relevant experience, ...Show more
A leading global payments technology company is seeking a VP of North America Issuing Solutions Sales to drive strategic growth and market leadership.
This role involves leading sales operations, ma...Show more
Strategic Director of Risk & Insurance
CPS HR Consulting (Client Recruitments) • Martinez, CA, United States
Full-time
Last updated: 1 day ago • Promoted
Pacific NW Regional Sales Director - Life & Related Products (Future)
NFP Corp • San Francisco, CA, United States
Full-time
Last updated: 26 days ago • Promoted
VP, Financial Consultant - Sunnyvale, CA
Charles Schwab • Cupertino, CA, US
Full-time
Last updated: 30+ days ago • Promoted
VP, Financial Consultant - Pleasanton, CA
Charles Schwab • Pleasanton, California, US
Full-time
Last updated: 30+ days ago • Promoted
Associate Director, Patient CRM & Omnichannel Engagement Lead
Green Key Resources • San Rafael, CA, United States
Full-time
Last updated: 10 days ago • Promoted
Top-Tier Silicon Valley Role With Competitive Compensation, Bonuses & High Growth Potential
HealthEcareers - Client • Newark, California, United States
Full-time
Last updated: 4 days ago • Promoted
VP, Financial Consultant - Campbell, CA
Charles Schwab • CAMPBELL, CA, US
Full-time
Last updated: 30+ days ago • Promoted
Underwriting Director, Business Insurance Business Center- Select Accounts
The Travelers Indemnity Company • Walnut Creek, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
Financial Consultant Partner - Menlo Park, CA
Charles Schwab • Menlo Park, CA, US
Full-time
Last updated: 4 days ago • Promoted
Outside Insurance Sales Consultant
Allstate • Oakland, CA, US
Full-time
Last updated: 19 days ago • Promoted
Hiring Now - Work from Home - No Experience
OCPA • Montara, California, us
Remote
Part-time +1
Last updated: 30+ days ago • Promoted
Flexible Remote Work – Get Paid to Share Your Opinions on Top Brands
OCPA • Moss Beach, California, us
Remote
Part-time +1
Last updated: 30+ days ago • Promoted
Regional VP, Cybersecurity Sales – Northeast Growth Lead
Space Executive • Palo Alto, CA, United States
Full-time
Last updated: 3 days ago • Promoted
Regional VP, Strategic Sales — Hybrid Leader
Eightfold AI • Santa Clara, CA, United States
Full-time
Last updated: 1 day ago • Promoted
Vice President, Sales Leader (North America Issuing Solutions)
Visa • San Francisco, CA, United States
Full-time
Last updated: 4 days ago • Promoted
VP, Senior Regional Director - Intermediary
Voya Financial, Inc. • San Francisco, CA, United States
Part-time
Last updated: 30+ days ago • Promoted
Regional Ops VP - Scale Impact & Systems (Hybrid)
CCS Fundraising • San Francisco, CA, United States
Full-time
Last updated: 3 days ago • Promoted
VP, NA Issuing Solutions — Strategic Growth Leader
Visa • San Francisco, CA, United States
Full-time
Last updated: 1 day ago • Promoted