Insurance Consultant

Covr Financial Technologies

Insurance Consultant responsible for managing insurance sales within financial advisor territory. Providing guidance on insurance products and sales concepts to support advisors in achieving sales targets.

Posted 4/24/2026full-timeHartford • Connecticut • 🇺🇸 United StatesMid-LevelSenior💰 $72,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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 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

Comp & perks

Paid Time Off (PTO): 3 weeks to start increasing with years of service
Paid holiday’s – 11 days
Medical, Dental and Vision – 11 options to choose from for all full-time employees, 2 plans zero premium others 80% 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
Pet insurance for cats and dogs!
Gym Membership discounts
Company paid Life and AD&D insurance 1 year salary, max $50,000 for all full-time employees.
Supplemental Life and AD&D insurance up to 6x’s salary for employee up to $2,500,000
Supplemental Life and AD& D plans offered for spouse up to $200,000 and dependents up to $10,000
Flexible Spending Accounts (FSAs): medical, dependent, parking and transit

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

field underwritinglife insurancelong term caredisability incomecase designsales strategiesbusiness planningdata analysissales performanceinsurance product knowledge

Soft Skills

relationship buildingproblem resolutioncommunicationorganizational skillstime managementattention to detailmulti-taskingindependencejudgmentwork ethic

Certifications

Bachelor’s degreelife and health insurance licenseSeries 6Series 63