Covr Financial Technologies

Insurance

• Provides guidance and support to 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.
• Guides financial advisors on the use of the Covr digital insurance platform.
• 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.

Insurance Consultant