Internal Wholesaler

Are you ready to join Connecticut Innovation’s vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut’s strategic venture capital arm, and we are passionate about serving our portfolio of 220 companies across various industries, with strengths in life sciences, technology, and climate tech.

Come join one of our quickly growing portfolio companies, Consumer - Covr Financial Technologies as an Internal Wholesaler!

• HYBRID | Hartford, CT (4-days in office/ 1-day WFH)
• Targeting $80K per year in total cash compensation (uncapped)

About Covr Financial Technologies

Covr Technologies is a well-funded, venture capital-backed company with a market leading insurance-as-a-services platform (InsurTech). 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. We offer our customers both digital and Agent-guided journeys with a choice of the top-rated insurance carriers. Our agents are able to sell multiple products, including Term, Permanent, Final Expense, Supplemental Insurance and more.

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, Diversity, Innovation, and Fun!

Internal Wholesaler | Job Description

The Life Insurance Internal Wholesaler works in partnership with their VP, Regional Insurance Consultant to grow life insurance sales within their assigned territory. This is largely an outbound calling position where you will educate advisors on life insurance sales ideas, assist with the use of Covr’s digital platform and build relationships with advisors. We are looking for someone that has strong phone/zoom experience with proven problem/issue resolution skills. General life insurance knowledge and ability to learn internal CRM and quoting tools is expected.

• Answer calls from Financial Advisors to assist with question on term insurance products and how to submit through the Covr platform.
• Make proactive, outbound calls to Financial Advisors with the goal of promoting insurance concepts and driving advisors to our platform to do business.
• Refer advisors to our Regional Insurance Consultants for permanent sales opportunities.
• Works in partnership with Regional Insurance Consultant to grow insurance sales within assigned Account/Region.
• Perform demos of our insurance platform over zoom.
• Continually learns and assists in guiding financial advisors on the use of the Covr digital insurance platform.
• Learns and assists in communicating benefits and features of various insurance products based on client needs.
• Performs other duties and projects as assigned.

Preferred Education and Experience

• Bachelor’s degree and/or equivalent experience
• Minimum of 1 year Life Insurance or Financial service industry experience
• Life and health insurance license required/Series 6 & 63 or ability to obtain preferred

Knowledge and Skills

• Go Getter, sales mentality 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
• Ability to articulate message quickly and effectively over the phone
• Must be a self-starter and ability to learn independently through experience
• Ability to accomplish multiple tasks simultaneously in a fast-paced environment
• Strong work ethic and high level of personal integrity and accountability
• Proficient in Microsoft Outlook, Word and Excel

Benefits Package

• Competitive salary with commission structure
• 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