Covr Financial Technologies

Designer

• Responsible for the creation and distribution of sales illustrations for life and LTC products.
• Responsible for quality control and accuracy of illustrations run and distributed to our advisors.
• Responsible for knowing and understanding the various nuances of products for optimal case design.
• Support the sales team on advisor calls to review case design as needed.
• Support both field development and product departments with training on case design and product availability as well as provide other support items as needed.
• May perform additional projects/duties upon request.

Advisor Team Case Designer

Insurance

• 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

Advisor Team Case Designer

Internal Wholesaler – Life Insurance