CA - VP, Regional Insurance Consultant

Company: Covr Financial Technologies
Location: San Francisco
Posted on: June 1, 2025

Job Description:

CA - VP, Regional Insurance ConsultantREPORTS TO: Chief Revenue OfficerDEPARTMENT: Sales, National Sales TeamFLSA STATUS: ExemptWORK SCHEDULE: M-F, hours subject to territoryTRAVEL: Up to 10%COMPENSATION: starting base salary $72,000 plus uncapped monthly incentive bonusINTERNAL JOB TITLE REFERENCE: VP, Regional Insurance ConsultantLOCATION: This position is located remotely in CACOMPANY 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: Client First, Integrity, Keep It Simple, and Fun!JOB SUMMARY: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 internal partners, assigned Case Manager, as well as access to Covr's Director of Underwriting, Director of Long-Term Care and Advanced Planning Team.ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:

• 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 one's 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.JOB SPECIFICATION/QUALIFICATIONS: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 is 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 relationships.
    • 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 holidays - 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.
      • 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): 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.
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Keywords: Covr Financial Technologies, Oakland , CA - VP, Regional Insurance Consultant, Executive , San Francisco, California